Billing Cycles: To Create a Billing Cycle and Assign It to a Customer

In this implementation activity, you will learn how to create a billing cycle in the system and assign this billing cycle to the customer.

Attention:
This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that SweetLife Service and Equipment Sales Center is starting to provide the service of cleaning the juicers. The FRBUN - Cafe French Bun customer is going to order juicer cleaning periodically. The SweetLife Service and Equipment Sales Center wants to bill the customer right after each appointment is performed.

Acting as an administrative user Kimberly Gibbs, you will create a billing cycle that will cause a billing document to be generated for each appointment; each billing document will contain the details of each service of the appointment. Then you will assign the billing cycle to the customer.

Configuration Overview

In the U100 dataset, the following tasks have been performed for the purposes of this activity:

  • The minimum system configuration, which is described in Company with Branches that Do Not Require Balancing: General Information, has been performed.
  • The SWEETLIFE company has been created on the Companies (CS101500) form. This company has multiple branches created on the Branches (CS102000) form, including SWEETEQUIP (Service and Equipment Sales Center).
  • On the Service Management Preferences (FS100100) form, the minimum settings have been specified, including specifying the numbering sequences and work calendar, for the service management functionality to be used.
  • On the Customers (AR303000) form, the FRBUN - Cafe French Bun customer has been created.

Process Overview

On the Billing Cycles (FS206000) form, you will create a new billing cycle, APP2APP. Then on the Billing tab of the Customers (AR303000) form, you will assign the billing cycle that you have created to the FRBUN - Cafe French Bun customer.

System Preparation

Before you start creating a billing cycle and assigning a billing cycle to the customer, do the following:
  1. Launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded. You should sign in as a system administrator with the gibbs username and the 123 password.
  2. In the company to which you are signed in, be sure that you have enabled the Service Management feature on the Enable/Disable Features (CS100000) form.
  3. On the Company and Branch Selection menuon the top pane of the MYOB Acumatica screen, select the Service and Equipment Sales Center branch.

Step 1: Creating a Billing Cycle

To create the needed billing cycle, do the following:

  1. On the Billing Cycles (FS206000) form, add a new record.
  2. In the Billing Cycle ID box, enter APP2APP. This will serve as the identifier of this billing cycle in the system.
  3. In the Description box, enter Billing by Appointments, Grouping by Appointments.
  4. Under Run Billing For, leave Appointments selected.
  5. Under Group Billing Documents By, select Appointments.
  6. Leave the Bill Only Completed or Closed Service Orders check box cleared.
  7. On the form toolbar, click Save.

You have created the billing cycle. Now it can be assigned to a customer to define how this customer is going to be billed for the services.

Step 2: Assigning the Billing Cycle to a Customer

To assign the new billing cycle to a customer, do the following:

  1. On the Customers (AR303000) form, open the FRBUN - Cafe French Bun customer.
  2. On the Billing tab, in the Service Management section, select APP2APP in the Billing Cycle box.
  3. On the form toolbar, click Save.