SBS ARCB Billing Schedule Group

Specify a unique billing schedule group identifier.

Specify a description for the billing schedule group.

Select the default frequency for a billing schedule associated with this group: Onetime, Daily, Weekly, Monthly, Quarterly, Semiannually, or Annually.

Specify the default number of periods for the billing schedule. This value is used when calculating the end date for the billing schedule.

Specify the billing interval you want to use.

Select the billing type for items in this group: 

• Standard: Select for use with static quantity.
• Usage: Select for metered or usage type items.
• Milestone: Select to use the Milestone Billing functionality.

Select the default pricing method for items in a billing schedule: 

• Standard:  Calculates the unit price based on the total quantity entered and is based on the existing Microsoft Dynamics 365 Business Central functionality.
• Flat: Applies a flat price to the original item price.
• Tier: Calculates unit price using fixed quantity at different pricing brackets. Each tier must be filled before moving to the next pricing tier bracket. For more information, see Pricing Methods.
• Flat Tier: Calculates unit price using fixed quantity and extended price amounts for different pricing brackets. The price that is charged in a billing period uses the extended price that corresponds to the tier where the billing quantity exists. For more information, see Pricing Methods.

Select the usage reading option: 

• Reading: The value on the meter is the value you enter for a billing period. The consumed value is automatically calculated based on the reading from the previous billing period and the current reading you entered.
• Consumption: The value consumed is the value you enter for a billing period.

This option is used for items when Billing type is Usage, and becomes the default value for the Usage Option box.

This option is used when Billing type is Usage, and becomes the default value for the Usage Option for a usage item.

Select whether to create separate invoices based on the customer.

• On: You can create a combination of consolidated invoices and separate invoices for the same customer. For example, a customer have five contracts. Three of the contracts are to be consolidated on a single invoice, and the other two contracts each require separate invoices.
• Off: Only one consolidated invoice is created for the customer.

Select whether to automatically renew the recurring contract billing schedule for the next billing period: 

• On: The billing schedule is automatically renewed for the next billing period when you create an invoice.
• Off: The billing schedule is not automatically renewed. You must manually renew the billing schedule.

Specify the number of lines to add to a billing schedule renewal.

Indicates how the date on which the billing schedule is automatically renewed is determined: 

• Last Billing:  The renewal date of the billing schedule is based on the date on which the last billing period ends.
• X Days in Advance: The renewal date of the billing schedule is based on the number of days in advance before the date on which the last billing period ends.

For X Days in Advance, the calculated renewal date is based on the Renew Days in Advance specified on the SBS ARCB Billing Schedule Setup.

Select whether to align the start and end dates for the deferral schedule to use the same dates as the billing schedule.

• On: Sets the default start and end dates of the deferral schedule to be the same as the billing schedule.
• Off Does not align the default start and end dates of the deferral schedule to be the same as the billing schedule.

Indicates whether the invoice for an item is split into separated invoices based on the quantity of the item.

• On: Multiple invoices for the item are created based on the number the item ordered. Items that use this setting cannot use the consolidation feature when the invoices are created.
• Off: A single invoice for the item is created regardless of the quantity ordered.

Review this example to better understand how this option works.

A billing schedule is created for item A001 with a quantity of 3. When this option is turned on and the invoice is created, three separate invoices are created. Each invoice is for item A001 with a quantity of 1.

On the SBS ARCB Billing Detail List for the line, you can review the following columns: 

• The Billed check box is selected to indicate that all invoices for the line has been created.
  For this check box to be selected indicating the line has been fully billed, all invoices for the item must be created.
• In Invoice No., the word MULTIPLE appears to indicate that more than one invoice has been created. To view all the invoices, select MULTIPLE to open a dialog where you can review the invoices created.

Note: If one or more of the invoices for the item has been deleted, the Billed check box is cleared to indicate that one or more invoices for the line still need to be created.

Continuing with the example, one of the invoices for item A001 is deleted. So only two invoices for the item A001 of the billing schedule exist. When reviewing the SBS ARCB Billing Detail List, the Billed check box is cleared. The MULTIPLE link can be selected to review the invoices that have already been created. Also, any 'missing' invoices for the item can be created when invoices are created for the item.

Select the calculation method for the invoice creation date: 

• X Days Before Start Date: The invoice calculation date is a specified number of days before the start date of the next billing period.
• X Day of Current Month: The invoice calculation date is on a specific date of the current month.
• X Day of Next Month: The invoice calculation date is on a specific date of the next month.
• End of Month: The invoice calculation date is at the end of the month.

Specify the number of days before the billing period start date to create the invoice. Available when Calculation Method is X Days Before Start Date.