Processing - Scheduled Billings

The Scheduled Billings Process page displays budgeting and invoicing for fixed Tasks on a Customer Project. Information available includes Project Ledger Entries, Dimensions, and Milestone Processing. After reviewing the information, the Scheduled Billings Process is started.

The Scheduled Billings page displays:

Field Name	Description
Project No.	Specifies the Project to be used for this Scheduled Billing.
Project Description	Specifies the Project Description used for this Scheduled Billing.
Code	Specifies the unique identifier for information used in this area of the application.
Description	Specifies user-defined text information about the Scheduled Billing.
Scheduled Billing Type	Specifies the Type of billing to be used.
	- If the Type is Task, the Scheduled Billing is associated with the completion of a Task.
	- If the Type is Pro forma the Customer is invoiced when the date defined in the Budget Date field is reached.
Task Code	Specifies the Task Code for the Scheduled Billing.
Cost Amount	Specifies the Cost for the work.
Amount	Specifies the Price of the Scheduled Billing. The amount to be invoiced.
Posted Amount (LCY)	Specifies the Amount that has been posted for this Scheduled Billing line.
Type	Specifies additional information for the Scheduled Billing line.
Frequency	Specifies, if more than one invoice is being created, the interval or frequency (i.e., 1M = once per month) the Scheduled Billing will be generated.
Number of Repetitions	Specifies the number of times the Scheduled Billing will be generated. Used with the Frequency.
Qty. of Posted Scheduled Billings	Specifies how many times a billing has been posted.
Budget Date	Specifies the date of the budget and billing for the line. If there are multiple billings, the date will change to the next budget and billing date after each invoice is posted.
Last Repetition Date	Specifies the ending date of the budget and billing for the line.
Currency Code	Specifies the Currency Code for the Scheduled Billing line item.
Customer No.	Specifies the number of the Customer associated with the Scheduled Billing line.
Reference	Specifies free-form user-defined information for the line.
Locked	Specifies if the Scheduled Billing line is locked and cannot be processed.
Global Dimension 1	Specifies the Global Dimension 1 to be used for this Scheduled Billing.
Global Dimension 2	Specifies the Global Dimension 2 to be used for this Scheduled Billing.
Last Invoiced Date	Specifies the date of the last posted invoice for the Project.
Error Message	Displays any error messages obtained from running Scheduled Billing process on this line.
Last Invoiced Date	Specifies the date of the last posted invoice for the billing. Optional field added using Personalize.

On the ribbon, there are several options for processing Scheduled Billings:

Field Name	Description
Post	When this option is selected, the system posts each selected line and adds an error message to the Error Message field if posting fails.
Post All	When this option is selected, the system posts all lines and adds an error message to the Error Message field if posting fails.
Post and Create Invoice	When this option is selected, the system posts the selected lines and creates an invoice for each line by Project.
Post and Create All Invoices	When this option is selected, the system posts all lines and create an invoice for each line by Project.
Milestone Processing	Shows all Milestones to which the user has access.
Dimensions	Displays Dimensions for the selected line.
Entries	Displays Job Ledger Entries Standard BC for the selected line.
Update Budget	Adds the information on the selected line to the Budget for the Project.

For More Information

For more information on processing Scheduled Billings see: Scheduled Billing

For more information on Milestones see: Milestones