Subscription Billing Parameters

Indicates whether you can use the Self Serve and Payments Processing portal.

• Yes: You can use the Self Serve and Payments Processing portal. See Self Serve and Payments Processing Portal.
• No: You cannot use the Self Serve and Payments Processing portal.

Indicates whether you can use Microsoft Dynamics 365 Customer Experience (CE) with Microsoft Dynamics 365 for Finance and Operations.

• Yes: You can use CE integration. See CE Integration.
• No: You cannot use CE integration with Microsoft Dynamics 365 for Finance and Operations.

Indicates whether custom header or line fields are added for billing schedules.

• Yes: Custom header or line fields are used for adding company-specific information to billing schedules. When this option is selected, the Custom Fields tab appears.
• No: No custom header or line fields are used.

Select to exclude custom fields from consolidation when you consolidate sales orders by customer. If you have multiple sales orders with the same customer, but with different custom fields in the headers of the billing schedules, then you can still consolidate those sales orders by customer, by turning on Custom fields exclusion in consolidation. You can only use this setting if you have also turned on Custom fields. For more information see Exclude Custom Fields When Consolidating.

• Yes: Custom fields are ignored when consolidating sales orders by customer.
• No: Sales orders with different custom fields in their headers, but with the same customer, will not be consolidated into a single invoice.

Note: This setting only applies when you are consolidating by customer, and you are using the invoice creator or processing mass terminations.

Select to split invoices based on specific fields for each schedule.

• Yes: The system will split invoices based on custom fields set up for each schedule. When this option is selected, the Invoice Split tab will be available.
• No: You cannot split invoices.

Use Billing cycle to set up alternative billing cycles when invoicing billing schedules.

• Yes: You can create billing classes with different billing settings, such as frequency of billing, for example.
• No: Billing schedules do not use any billing cycles and there is no projected invoice date.

Use Sales tax to assign sales tax groups on billing schedule headers and be able to change them as needed. You can assign sales tax groups to billing schedule headers and billing schedule lines.

• Yes: You can assign or change the sales tax group on the billing schedule header level.
• No: You cannot assign or change the sales tax group for billing schedules unless a billing schedule line has a project item.

Indicates whether the custom deferrals split functionality is used. This functionality enables you to apply commission sales groups and commission customer groups to sales orders and billing schedules for both regular items and deferral items.

• Yes: The commission deferrals functionality is used. For more information, see Commission.
• No: The commission deferrals functionality is not used.

Indicates whether the Billing frequency change functionality is used or not. When it is turned on you can keep the original billing line contract and change the schedule to the new frequency. The billing period amount on the adjusted billing frequency is still based on the unit price in the billing schedule line.

The status of the billing schedule lines must be Active or On hold and cannot a include milestone items because they always have one-time billing frequency.

• Yes: Billing frequency on any billing line will be enabled and can be modified even after the billing schedule line is partially invoiced. The billing period amount on the adjusted billing frequency is still based on the unit price in the billing schedule line.
• No: You cannot change the billing frequency of billing schedules after they are posted.

Indicates whether the billing schedule number is added as a prefix to sales documents that are created from the Invoice Creator in Subscription Billing.

• Yes: Adds the billing schedule number as a prefix to the sales document number. For the resulting sales number format, see Add Billing Number Prefix to Sales Order Number.
• No: Uses the default sales order number sequence for all sales documents. The default sales documents number sequence is set up in Subscription Billing.

Indicates whether sales orders created from the Invoice Creator use a specific number sequence.

• Yes: Uses a number sequence that you select in the Number Sequences tab.
• No: Uses the default sales order number sequence for all sales documents created from the Invoice Creator. The default sales documents number sequence is set up in Subscription Billing.

Select whether or not you can mark sales order lines as On hold. When sales orders lines are on hold, you cannot invoice them, generate picking lists, or post packing slips.

• Yes: You can mark sales order lines as on hold.
• No: You cannot mark sales order lines as on hold.

Indicates whether sales order lines created from the Invoice Creator will have Contract price and Price frequency used in Calculate unit price window populated from the billing schedules.

• Yes: Contract price and Price frequency fields gets populated from Calculate unit price window from the billing schedule.
• No: The fields remain empty.

See:

• Line Details > Calculate unit price

Indicates whether sales order lines created from the Invoice Creator will have the Billing period dates populated from the billing schedules.

• Yes: The fields gets populated with the Billing detail line Start date and End date.
• No: The fields remain empty.

See:

• Line Details > Billing period dates

Select whether or not you want to be able to rebill billing schedule lines that have been invoiced and which then have credit notes applied against them.

• Yes: You can rebill already invoiced billing schedule lines once the credit note is applied against the invoice.
• No: You cannot rebill billing schedule lines which have been invoiced and then had a credit note applied.

See:

• Rebilling Schedule Lines After Credit Applied

To use this feature with your sales invoices, follow the Set Up ASM Sales Invoice Layout process.

The Enable additional fields option has two effects on sales invoices:

Customer balance: Displays the outstanding or credit balance of a customer as a separate line on a sales order invoice.

• Yes: The balance of a customer is displayed as a separate line on a sales order invoice.
• No: The balance of a customer is not displayed as a separate line on a sales order invoice.

Invoice period: Displays the range of time of the invoice period in which the invoice is created. The start of the invoice period is the earliest billing detail date of all lines on the sales order. The end date of the invoice period is the latest billing detail date of all lines on the sales order.

Invoice period: Displays the range of time of the invoice period in which the invoice is created. The start date of the invoice period is the earliest billing detail date based on the lines of the sales order. The end date of the invoice period is the latest billing detail date based on the lines of the sales order.

• Yes: Invoice period appears on the sales invoice.
• No: Invoice period does not appear on the sales invoice.

For example, if you are invoicing a billing schedule on March 12, 2023, and the earliest billing detail line is dated January 10, 2023, and the latest billing detail line is dated March 17, 2023, then the invoice period appears as 1/10/2023 to 3/17/2023.

Select the method for calculating the exchange rate when you use the Audit Trail with Reporting and Transaction Currency. The Exchange rate calculation base field becomes read-only when you run the Audit trail with reporting and transaction currency and generate data in the inquiry. In the Audit trail with reporting and transaction currency you can select Cleanup to clear the batch generated data and then you can select a new Exchange rate calculation base, if necessary.

• Transaction date: Transaction date is the default method for calculating the exchange rate. The reporting and transaction currency amounts in the inquiry are calculated based on the date when the transaction occurs. For example, if a transaction is processed on January 10, 2024, then the exchange rates of that date are used.
• Recognition date: The reporting and transaction currency amounts in the inquiry are calculated based on the date when the transaction is recognized. For example, if a transaction is processed on January 10, 2024, and then recognized on January 17, 2024, then the exchange rates from January 17 are used.

Indicates whether the customer split functionality is used. This functionality allows you to split the invoice for an item among multiple customers.

• Yes: The customer split functionality is used. When selected, the Customer Split page becomes available.
• No: The customer split functionality is not used.

Indicates whether or not Milestone with revenue allocation can be used with billing schedules.

• Yes: The feature is enabled.
• No: The feature is disabled.