Advanced Recurring Contract Billing Module Setup

To be able to use the billing schedule functionality, ensure the following base required setup for the Advanced Recurring Contract Billing module is completed: 

1. On the SBS ARCB Billing Schedule Group page, create billing schedule groups.

When setting up the groups, keep in mind the Billing Type and the Pricing Method that you want to use for the group.

2. On the SBS ARCB Billing Schedule Setup page, set up the default values for creating billing schedules.
   1. In the General FastTab, set the following: 
      1. The status for new billing schedules and the default group.
      2. Turn on the Align to Month option to automatically align the billing schedule detail lines to the end of the month.
      3. Turn on the Prorate Partial Periods to calculate partial amounts for first or last periods that are not full billing periods.
      4. Select other options as needed.
   2. In the Sales Order/Invoice Creation FastTab, select the consolidation options when sales orders and invoices are created from the SBS ARCB Billing Schedule Order/Invoice Creator.
   3. If using the support and renewal feature, specify the default values in the Support and Renewal FastTab.
   4. If using the unbilled revenue feature, specify default values in the Unbilled Revenue FastTab.
   5. To specify any data for informational purposes, use the User-Defined Fields Header and Lines FastTab.
3. On the SBS ARCB Reason Code page, set up reason codes for putting holds on or terminating billing schedules.