Bookshelf v8.0: Agreements Screen

The Agreements screen provides subviews (under the Line Items view) for contract-based invoicing.

Line Items View

The Line Items view provides controls and subviews for invoicing agreement line items. Controls are listed in Table 71.

Charge Plan Subview

The Charge Plan subview records the billing details for the selected agreement line item. Table 72 describes items on the Charge Plan subview.

Table 72. Selected Items in the Charge Plan Subview
Item	Description
Adjust Charge	Positive or negative adjustment to the amount of a charge. The Charge Engine clears this field after generating a charge.
Commit	When selected, activates the Charge button.
Charge Basis	Method of charging. Make a choice from the drop-down list: Advance. Advance charges are generated one period in advance. Schedule. Generates the charge according to the Contract Schedule.
Charge End	Last possible date to generate a charge.
Non-Recurring	Total amount of the nonrecurring charge of which payments will be spread out per the NRC schedule. The nonrecurring charge can include a service charge or a discount. NOTE: If an NRC plan is not specified, the default behavior is to divide the NRC amount by the NRC Qty and generate the resulting amount each period.
NRC Plan	Predefined NRC billing plan, chosen from a dialog box. If this field is blank, the NRC amount is divided equally among the total payment installments shown in NRC Qty.
NRC Qty	Number of installments for paying the nonrecurring charge.
NRC Schedule	Defines how frequently and when the charges are generated. The NRC schedule can be different than the invoice schedule.
NRC Start	The start date for nonrecurring charges.
RC Adjust	Amount to charge for partial periods as defined in RC Schedule. For example, if charges are generated monthly, this field defines the dollars per unit of time that the Charge Engine uses to calculate the RC charge line item.
RC Adjust U/M	The length of time for which the adjustment amount applies.
RC Schedule	Defines how frequently and when the charges are generated. NOTE: If a product measurement record is defined for this line item (product), the RC Schedule frequency must match the Frequency value in the Administration - Products screen > Service Information > Measurements view.
RC Start	Recurring charges are only created after this date.
Recurring	Amount of a recurring charge.
Use Plan	Predefined use plan, chosen from a dialog box that displays only the plans that apply to the product in the selected line item.
Use Start	The start date for usage charges.

Invoices View

The Invoices view displays all invoices associated with an agreement line item and allows modification of these invoices or creation of additional invoices. Table 73 describes a check box in this view.