148 Recurring Billing Global Selection
This chapter contains these topics:
This program lets you choose the bill code lines from the Recurring Billing Master file (F1502) for which you want to automatically update the billing amounts at the same time. For each DREAM Writer version that is run, the system creates a separate batch of records in the F1502W work file. You can then run the Recurring Billing Global Update program for the batch to actually update the bill code lines and suspend the lines being replaced. This chapter includes a description of the relationship between these two programs.
When you run the selection program, the system automatically runs the update program in the edit mode so you can preview the new information on the edit/update report. The version that is run is controlled by a processing option. Therefore, you must first set up the DREAM Writer version to be specified for the Recurring Billing Global Update program.
The selection program involves both the anniversary date of a lease and the effective dates for the recurring billings. The update program involves the calculations. This gives you the following flexibility:
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On a single batch of selected records, you can apply different calculations by running different versions of the update program. This lets you review and compare the results without committing to an update.
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If the method and amount of increase are consistent from one run or month to the next, you need to maintain only the date control in the versions of the selection program. A common version can then exist for the update program.
For both the selection and update programs, JD Edwards World recommends that you set up the different versions per billing frequency. This is because of the following reasons:
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In the calculation, a flat amount is applied to the selected records without regard of the billing frequency.
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The billing frequency controls how the calculated amounts are expressed. Monthly billings are expressed as monthly amounts, annual billings as annual amounts, and so on. However, the totals on the report do not take into account any difference in the billing frequency.
Caution:
The billing frequency for the selection must correspond to the frequency for the update. Otherwise, different frequencies could be involved in the same calculation. Results would not be correct, for example, if monthly billings were calculated with an annual increase.The selection program can produce an exception report that shows the selected records that would be omitted from the update along with an explanation. The following controls are applied to determine whether a bill code line is updated:
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The new begin date cannot occur after the expiration date of the lease.
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The new begin date cannot occur on or after the suspend date if the bill code line is suspended.
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The bill code line cannot relate to a non-billable lease unless the processing options are set to allow it.
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The original (current) end date cannot be blank if the new begin date is not specified in the processing options.
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The original begin and end dates cannot be blank if the new begin and end dates are not specified in the processing options and non-billable leases are not allowed.
Note:
The exception report is printed only if the processing options are set accordingly and selected records have actually been omitted.From any Real Estate Management menu, enter 27 in the Selection field.
From the Advanced Operations menu (G1531), choose R.B. Global Selection.
148.1 Recurring Billing Global Selection Procedures
When you choose the program from the menu, the system displays a DREAM Writer version list. From this screen, you can copy, change, or run a version of the program. For an overview of the DREAM Writer facility, see Appendix B, "DREAM Writer Overview" in this guide.
148.2 Processing Options
See Section 181.47, "Rec. Billing Global Select - All Bldgs (P15021)."
148.3 Edit/Update Report
Figure 148-1 Recurring Billing Edit/Update
Description of "Figure 148-1 Recurring Billing Edit/Update"
