Options

1. New Bill Code

Specify the new bill code for recurring billing records created by holdover. If you leave this field blank, the system uses the bill code of the existing record.

2. Create an Audit Trail

Specify whether to create an audit trail for recurring billing records. Values are:

Blank: Update existing records.

1: Create an audit trail of recurring billing records by suspending current records and creating new billing records.

Note: If the processing options Enter Adjustment Amount, Adjustment Currency Code, or Taxable Amount Adjustment processing options are populated, the system creates an audit trail record regardless of the value in this processing option.

3. Adjustment Indicator

Specify whether to enter the corresponding adjustment amount as a percentage or a dollar value. Values are:

Blank: Percentage value (default).

1: Dollar value.

4. Enter Adjustment Amount

Specify the amount by which to increase the gross amount for recurring billing records. Enter a percentage value as a whole number, for example, enter 5 1/4 percent as 5.25.

If the adjustment indicator equals 1, the system adds the increase to the gross amount. If the adjustment indicator is blank, the system multiplies the increase by the gross amount.

Note: If you enter a value in this processing option, the system adds an audit trail record to the tables specified in the processing options on the Update tab, regardless of how the Create an Audit Trail processing option is populated.

5. Adjustment Currency Code

Specify the currency code of recurring billing records. If the Adjustment Indicator processing option is blank, or if Currency Processing in GL Accounting Constants is set to N, the system ignores this processing option.

Note: If you enter a value in this processing option, the system adds an audit trail record to the tables specified in the processing options on the Update tab, regardless of how the Create an Audit Trail processing option is populated.

6. Taxable Amount Adjustment

Specify how to modify the taxable amount. The system uses this processing option when the Gross Amount is not equal to the Taxable Amount and both amounts are greater than zero. The system adjusts the Gross Amount based on the Adjustment Indicator and Adjustment Amount. Values are:

Blank: Do not adjust.

1: Adjust the Taxable Amount by the dollar change to the Gross Amount.

2: Adjust the Taxable Amount by the percentage change to the Gross Amount.

Note: If the original Gross Amount and Taxable Amount are equal, this option is ignored and both values are increased by the adjustment amount.

Note: If you enter a value in this processing option, the system adds an audit trail record to the tables specified in the processing options on the Update tab, regardless of how the Create an Audit Trail processing option is populated.