UX One: Billing Page
The Billing page (P15001X|W15001XB) enables users to:
Receive alerts regarding recent billings, open account receivables, unapplied cash receipts, unposted entries, and late fees.
Analyze rent by billing code, billing amounts, monthly and annual rent per square foot.
Access programs to quickly and easily act on the information that is displayed on the page.
To access the UX One Billing page, log in to the EnterpriseOne system using the Property Manager role. When you log in with this role, the system automatically displays the Property Manager page. Click the Billing task on the springboard to access the Billing page.
This graphic illustrates the Property Manager page:
Watchlist Alerts
These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.
This table lists and describes the watchlist alerts that are available on the Billing page:
Watchlist Alert |
Description |
|---|---|
Recent Billing |
This alert tells users about the number of billings in the last few weeks. This alert is based on the Work With Billing Transactions program (P15211). When you click the alert, the system displays the Work With Billing Transactions form. |
Open AR Over 90 Days |
This alert tells users about receivables open for more than 90 days. This alert is based on the Work with Tenant Ledger Inquiry program (P15222). When you click the alert, the system displays the Work with Tenant Ledger Inquiry form. The following form layout is available:
|
Open AR Over $20000 |
This alert tells users about open receivables that are more than or equal to $20,000. This alert is based on the Work with Tenant Ledger Inquiry program (P15222) When you click the alert, the system displays the Work with Tenant Ledger Inquiry form. The following form layout is available:
|
Unapplied Cash Receipts |
This alert tells users about any unapplied cash receipts. This alert is based on the Work With Customer Receipts Inquiry program (P15103). When you click the alert, the system displays the Work With Customer Receipts Inquiry form. The following form layout is available:
|
Late Fee |
This alert tells users about any late fees. This alert is based on the Work With Billing Transactions program (P15211). When you click the alert, the system displays the Work With Billing Transactions form. |
Unposted Entries |
This alert tells users about any unposted entries. This alert is based on the Work With Billing Transactions program (P15211). When you click the alert, the system displays the Work With Billing Transactions form. |
For additional information about the programs associated with these watchlist alerts, see these topics in the JD Edwards EnterpriseOne Applications Real Estate Management Implementation Guide:
Charts
These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.
This table lists and describes the charts that are available on the Property Manager page:
Component Title |
Description |
|---|---|
Percentage of Rent by Billing Code (P15260X|W15260XD) |
Use this chart to view the percentage of rent by billing code. This chart is based on the One View Property Inquiry program (P15260). |
Billing Amounts by Tenant (P15211X|W15211XA) |
Use this chart to view the billing amounts by various tenants in percentage. This chart is based on the Work With Billing Transactions program (P15211). |
Monthly Rent per Square Foot (P154210X|W154210XA) |
Use this chart to view the monthly rent based on square footage. This chart is based on the Rent Roll Inquiry program (P154210). Additionally, you can use the calendar field to adjust the date for the chart. |
Annual Rent Per Square Foot (P154210X|W154210XB) |
Use this chart to view the annual rent based on square footage. This chart is based on the Rent Roll Inquiry program (P154210). Additionally, you can use the calendar field to adjust the date for the chart. |
For additional information about the programs associated with these charts, see these topics:
One View Property Inquiry (P15260) in the JD Edwards EnterpriseOne Applications One View Reporting User Guide
Processing Manual Billings in the JD Edwards EnterpriseOne Applications Real Estate Management Implementation Guide
Springboard Tasks
You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.
This table lists and describes the tasks on the Billing page:
Task |
Description |
|---|---|
Lease Master |
Use this task to access the Lease Master - Work with Leases program (P15210). The following form layouts are available:
|
Manual Billing |
Use this icon to access the Manual Billing - Work with Manual Billings program (P1511). |
Revenue Fees |
Use this task to access the Revenue Fees - Work With Revenue Fee Master program (P1505). The following form layout is available:
The following grid format is available:
|
Late Fees |
Use this task to access the Late Fees - Work With Fees and Interest program (P1525). |
FASB 13 |
Use this task to access the FASB 13 - Work with FASB 13 program (P1513). |
For additional information about the programs accessed by these tasks, see these topics in the JD Edwards EnterpriseOne Applications Real Estate Management Implementation Guide: