Siebel Consumer Goods Guide > Inventory and Order Management >

Reviewing Billings (End User)

A common activity at retail outlets is reviewing billings. The sales representative reviews all outstanding invoices, collects payments, and records payments. The following procedure assumes a Review Billings activity is assigned to the visit.

This task is a step in Process of Managing Inventory and Orders.

To review outstanding invoices, collect a payment, and record a payment

1. Navigate to the Visit Execution screen.
2. From the Activities list, drill down on the Review Billings hyperlink in the Activity Type field.

   The All Invoices view in the Accounts screen appears, showing all outstanding invoices for the current account.

3. Drill down on the Invoice # field hyperlink for an invoice record.

   The Invoice Line Items view in the Invoices screen appears.

4. Click the Payments view tab, and in the Payments list, create a new payment record.
5. Click the select button in the Payment # field.

   The Pick Payment dialog box appears showing all residual payments or credits that you can apply to the current invoice.

   To pay an invoice, you can collect a new payment from the customer, or use existing credit.

6. To collect a new payment from the customer, perform the following steps:
   1. In the Pick Payment dialog box, create a new record.
   2. Enter the payment amount in the Amount field.

      NOTE:  The payment amount cannot exceed the amount in the Total Due field on the invoice.

   3. Select a value from the Method drop-down list.
   4. Click Save, and then click OK.

      The payment record details appear in the Payments list.

7. To use an existing credit to pay the invoice, perform the following steps:
   1. In the Pick Payment dialog box, select a record for the current account.

      NOTE:  This record is an open credit memo or a residual payment credited to the customer.

   2. Enter the amount to apply to the invoice in the Amount field.
   3. Click OK.