Establishing Schedules for Recurring Bills
To establish a schedule for recurring bills, you must define the time period during which the recurring bills are to be generated.
This topic discusses how to define time periods for recurring bills.
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Page Name |
Definition Name |
Usage |
|---|---|---|
|
BI_SCHEDULE |
Define time periods during which recurring bills are to be generated. |
|
|
Recurring Schedule Inquiry - Recurring Schedule Inquiry (inquiry) |
BI_SCHEDULE_INQ |
Review information about recurring billing schedules. |
Use the Recurring Bill Schedule page (BI_SCHEDULE) to define time periods during which recurring bills are to be generated.
Navigation:
Field or Control |
Description |
|---|---|
Start Date |
Enter the start and end dates for the recurring period. |
Use Header Dates For Lines |
Select to use the bill header from and to dates on the bill lines (for invoices that have not been generated). Do not select if you prefer the line from and to dates to appear by default from the recurring bill template. |
Pre-Assign Invoice Numbers |
Select to have the system assign all of the invoice numbers to the recurring bills when you save the page. Do not select to have the system assign invoice numbers when you generate recurring bills. |
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Click the Generate Recur Bill Schedule (generate recurring bill schedule) button and select Pre-Assign Invoice Numbers to generate sequential invoice numbers when the schedule is generated and saved. The system then generates all of the schedule lines between the start and end dates. The schedule lines appear in the scroll area. |
Note: You can preassign invoice numbers, assign invoice numbers manually, or enable the system to autonumber the recurring bills. To override invoice numbers, set the Auto-Numbering Params (auto numbering parameters) option on the Installation Options - Billing - General Options page, the Bill Type 2 page, or the Bill Source 2 page to enable user-defined invoice numbers.
To extend the recurring bill schedule at any time, change the to date. When you do this, the Extend Recurring Bill Schedule button appears below the Regenerate Recur Bill Schedule (regenerate recurring bill schedule) button.
Field or Control |
Description |
|---|---|
|
Click the Extend Recurring Bill Schedule button to extend the schedule from the last generated line. |
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Click the Re-generate Recur Bill Schedule button to regenerate the entire schedule if the options on the bill cycle have changed. The schedule generates all lines where the Inv Generated (invoice generated) check box is N. |
Invoice Date |
When the schedule lines are initially generated, this field contains no value or the default from the Bill From field, the Bill To field, or the Generate Date field. The default value depends on the option that you select on the Bill Cycle page. You can change the invoice date before the bill is created. |
Invoice |
When generating the invoice, the system uses the value in this field as the invoice ID. If the invoice value is Next, the system assigns the next available invoice number in the sequence. |
Inv Generated (invoice generated) |
Indicates whether the system generated the invoice for the corresponding line. If the indicator is Y (yes), the date on which the invoice was generated appears. |
Return to Bill Entry |
To make the template bill-ready, change the template bill status to RDY (ready) for the system to generate any recurring bills. Click this link to return to the template bill and make this status adjustment. |
