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

In this 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 issues, restore the U100 dataset to its initial state.

Story

Suppose that SweetLife Service and Equipment Sales Center is starting to provide a juicer cleaning service. The FRBUN - Cafe French Bun customer is going to request this service on a regular basis. The SweetLife Service and Equipment Sales Center wants to bill the customer immediately after each appointment is performed.

Acting as an administrative user Kimberly Gibbs, you'll create a billing cycle that generates a separate billing document for each appointment. Each billing document will include the details of the corresponding appointment. You’ll then assign this billing cycle to the customer.

Configuration Overview

In the U100 dataset, which you'll use to complete this lesson, the following setup has been configured. These settings ensure that the environment is ready for performing the 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.
On the Service Management Preferences (FS100100) form, the Manage Multiple Billing Options per Customer check box is cleared.

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 this activity, do the following:

Launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded; you should sign in as a system administrator by using the gibbs username and the 123 password.
Make sure that the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.
On the Company and Branch Selection menu in the top pane of the MYOB Acumatica interface, select the Service and Equipment Sales Center branch.

Step 1: Creating a Billing Cycle

To create a billing cycle, do the following:

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

You’ve created the billing cycle. Now you can assign it to a customer to define how the customer will be billed for services.

Step 2: Assigning the Billing Cycle to a Customer

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

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

The billing cycle has been assigned to the customer and will be used for generating billing documents for the customer’s appointments.