Service Period
With the Advanced Localization Features SuiteApp, you can now print the service period start date and end date on an invoice of a billed service item. You can also choose to not print the service start date and end date on a printed invoice.
Before using the service period feature, you must do the following:
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Make sure the Advanced Billing feature is enabled in your account. To enable the feature, see Enabling Advanced Billing.
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Make sure you fulfill the Advanced Localization Features SuiteApp requirements and prerequisites.
The scope for service period date calculation is available in the Advanced Localization Features SuiteApp version 1.2 and above. The service period calculation is supported for new sales orders created on or after the SuiteApp version 1.2 release on August 22, 2023. Any sales orders in pending approval status before the SuiteApp version 1.2 release is also included for service period date calculation. Sales orders which are in partially billed or approved statuses are not eligible for service period date calculation.
The Hide Service Periods box is cleared by default and therefore the Service Period feature is enabled by default. To disable the Service Period feature manually, you must check the Hide Service Periods box under the Invoice configuration subtab on customer or subsidiary records.
You can also manually disable the Service Period feature for multiple subsidiaries.
To manually disable the Service Period feature for multiple subsidiaries:
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From your Administrator account, go to Setup > Accounting > Customize Document Template.
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Under the Subsidiary-specific Setup subtab, check the Hide Service Periods box for the required subsidiaries.
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Click Save.
The service period start dates and end dates are not printed on the billed invoices for the following conditions:
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If the invoices are not created from a sales order. For invoices that are not created from sales order, there is no service period calculation.
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If you clear the Hide Service Periods box after the billing of a service item.
Billing schedule is set to monthly recurrence for all transactions. For special dates, you must use the following dates format for the year 2020 as an example for calculating the service period date:
|
First Service Period Start Date |
Current Service Period Start Date |
Next Service Period Start Date |
|---|---|---|
|
31.1.2020 |
29.2.2020 |
31.3.2020 |
|
30.1.2020 |
29.2.2020 |
30.3.2020 |
|
29.1.2020 |
29.2.2020 |
29.3.2020 |
|
28.2.2020 |
28.3.2020 |
28.4.2020 |
|
29.2.2020 |
29.3.2020 |
29.4.2020 |
|
1.1.2020 |
1.2.2020 |
1.3.2020 |
When a sales order generated invoice with service items is deleted, then the next invoice generation starts with the first available date during the same period.
For example:
A sales order with service item has a monthly billing schedule starting from January. If the invoices are generated from January to April, and if you delete February month’s invoice, then:
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The newly generated invoice takes the next available service dates of February.
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The invoice with the service items must have a billing schedule.