SBS ARCB Billing Schedule Setup

Select whether sales documents are consolidated by the sell-to customer:

• On: Consolidates sales documents based on the following order of fields from the SBS ARCB Billing Schedule Card. Consolidation occurs when these values are the same: 
  • Sell to Customer Number (header)
  • Currency Code (header)
  • End User (line)
  • Bill-To Option (header)
  • Ship-to Option (header)
  • Payment Term (line)
  • Payment Method Code (line)
  • Direct Debit Mandate ID (line)
  • Shortcut Dimension 1 (header)
  • Shortcut Dimension 2 (header)
  • Dimension Set Id (header)
  • External Document Number (header)
  • Transaction Type (line)
• Off: Does not consolidate sales documents by the sell-to customer.

Select whether sales documents are consolidated by item:

• On: Consolidates sales documents based on the following order of fields from the SBS ARCB Billing Schedule Card. Consolidation occurs when these values are the same:
  • Item number
  • Location
  • Frequency
  • Unit of measure
  • Unit price (and discount amount from the SBS ARCB Billing Detail Listpage)
  • Tax Group

When the unit price and discount amount are rounded, the rounded amounts must be the same for consolidation to occur. More.

For item consolidation to occur, the following rounded amounts for all lines that have the same item must match: 

• Unit price
• Discount amount (this value is from the SBS ARCB Billing Detail List page)
• Amount/Quantity to Invoice

When the lines for the item are consolidated, the amount after consolidation is the sum of the rounded amount for all lines. The unit price is the average of the unrounded unit prices of the consolidated lines.

Invoice rounding is a standard feature in Microsoft Dynamics 365 Business Central. For more information, see the Microsoft Dynamics 365 Business Central documentation: Set Up Invoice Rounding.

• Off: Does not consolidate sales documents by item.

Available when Consolidate by Item is selected for use.

• On: When consolidating sales documents by item, the billing start and end dates are not considered when items are consolidated for a sales invoice or order. After items are consolidated based on the item consolidation criteria, the items are consolidated to a single line regardless of the start and ends dates for an item.
• Off: When consolidating sales documents by item, the billing start and end dates are considered when items are consolidated for a sales invoice or order. After items are consolidated based on the item consolidation criteria, the items are consolidated to a single line only when the start or end dates for the item matches.

This option does not apply to deferral items.

Select whether sales documents are consolidated by the bill-to customer:

• On: Consolidates sales documents based on the following order of parameters from the SBS ARCB Billing Schedule Card: 
  • Bill-to customer number (shipping and billing)
  • Sell-to customer number (header)
  • Contact, email, and Internet address (header)
  • Currency (header)
  • End user (line)
  • Bill to option (header)
  • Ship-to option (header)
  • Payment terms (line)
  • Payment method code (line)
  • Direct debit mandate ID (line)
  • Dimensions (header)
• Off: Does not consolidate sales documents by the bill-to customer.

Select whether the end user values of the billing schedule lines are used when sales documents are consolidated:

• On: Consolidates sales documents for the same customer regardless of the end user values for the billing schedule lines.
• Off: Consolidates sales documents for the same customer only when the end user values for the billing schedule lines are the same. 

Select one of the following options: 

• 1: Adds one support item at the transaction level for the sales order.
• Invoice Qty: The quantity of the support item and the renewal item is the same as the original line item. The unit price and extended price are calculated accordingly.

Select the default support level to use for support items.

Support and renewal levels are created on the SBS ARCB Billing Support and Renewal Levelspage.

Tip: If you do not see the support level you need, select New to create a support level. Also, you can select Advanced to edit the values of an existing support level.

Select the default support frequency for a billing schedule: Daily, One Time, Weekly, Monthly, Quarterly, Semiannually, or Annually.

Select the default renewal frequency for a billing schedule: Daily, One Time, Weekly, Monthly, Quarterly, Semiannually, or Annually.

Select the default billing schedule group to use for billing schedules that are renewed.

The groups are created on the SBS ARCB Billing Schedule Group page

Select whether the general journal entries for unbilled revenue amounts are automatically posted: 

• On: Automatically posts the general journal entries for the unbilled revenue amounts.
• Off: Does not post the journal entries for unbilled revenue amounts. You must manually post the journal entries.

Indicates whether the credit memo for a milestone item that uses the progressive milestone billing feature is created.

• On: Does not create the credit memo for billing period, and adjusts the billing amount accordingly for the next billing period.
• Off: Creates the credit memo for the billing period.

Indicates whether the billing schedule lines that are 100% completed are automatically terminated after the final invoice is created.

• On: After the invoice for a line that is 100% completed is created, the billing schedule line is automatically terminated.
• Off: After the invoice for a line that is 100% completed is created, a dialog appears asking you to confirm whether the billing schedule line is to be terminated. If you select not to terminate the line, you can manually terminate it at a later time. When several lines are 100% complete, a dialog appears for every line that can be terminated.

If you require user-defined field boxes for saving additional information, specify the name of the field box that you want to add. These field boxes appear in the header section when you add a billing or a deferral schedule. The available formats for the user-defined field boxes are as follows: 

• Text field boxes 1 to 5 and 9 to 13
• Date field boxes 6 and 14 to 17
• Integer field boxes 7 and 18
• Boolean field  boxes 8 and 19

The user-defined fields for billing schedules are independent and unrelated to the user-defined fields for deferral schedules.

If you require user-defined field boxes for saving additional information, specify the name of the field box that you want to add. These field boxes appear in the lines section when you add a billing or deferral schedule. The available formats for the user-defined field boxes are as follows: 

• Text field  boxes 1 to 5 and 9 to 13
• Date field boxes 6 and 14 to 17
• Integer field boxes 7 and 18
• Boolean field boxes 8 and 19

The user-defined fields for billing schedules are independent and unrelated to the user-defined fields for deferral schedules.

Select an action you want: 

• Billing Schedule Group: Opens the SBS ARCB Billing Schedule Group form, where you create billing schedule groups.