Contract Usage
Form ID: (CT303000)
By using this form, you can view the billed and unbilled usage of existing contracts. You can also enter usage transactions, if needed.
Form Toolbar
The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.
Selection Area
In this area, you select an existing contract to view its usage and billing history.
| Element | Description |
|---|---|
| Contract |
The contract for which you want to view usage information. You can select a contract of a customer whose settings permit the use of the branch, company, or company group that contains the branch to which your user role is assigned. The Restrict Visibility To box on the Financial tab of the Customers (AR303000) form must be empty or contain this branch, company, or company group. |
Unbilled Tab
This tab contains various information about the unbilled usage transactions related to the contract. Each row represents a usage transaction and contains the non-stock item of the contract that corresponds to the specific usage.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
| Column | Description |
|---|---|
| Branch |
Required. The appropriate branch. If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, when contract usage is entered manually, the lookup table in this column shows only the branches that have the same base currency as the contract's bill-to customer. If the contract has a bill-to customer without a base currency—that is, if the customer has been extended from a branch—you can select any branch in the lookup box in this column. |
| Inventory ID | Required.
The non-stock item to be billed. Note: A non-stock item that is a kit cannot be
selected in this column. |
| Description | A description of the non-stock item. |
| UOM | The unit of measure used for the item. |
| Quantity | A number of units used for the item. |
| Date | Required. The date of the activity, case, applied labor, or other usage (for the item). |
| Case ID |
The link to the case whose billing resulted in this transaction. This column is displayed only if the Case Management feature is enabled on the Enable/Disable Features (CS100000) form. |
Billed Tab
This tab displays information about the usage transactions (that is, the particular items of a contract that represent usage) that were billed. You can use the element in the Summary area of the tab to select a particular post period to view only specific usage in the table.
| Element | Description |
|---|---|
| Post Period | The post period for which you want to view billing information. |
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
| Column | Description |
|---|---|
| Branch |
The appropriate branch. If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, when contract usage is entered manually, the lookup table in this column shows only the branches that have the same base currency as the contract's bill-to customer. If the contract has a bill-to customer without a base currency—that is, if the customer has been extended from a branch—you can select any branch in the lookup box in this column. |
| Inventory ID | The non-stock item. |
| Description | A description of the non-stock item. |
| UOM | The unit of measure used for the item. |
| Quantity | The used quantity of the item (in the units of measure). |
| Date | The date of the activity, case, applied labor, or other usage (for the item). |
| Type | The type of the Accounts Receivable document. |
| Reference Nbr. | The reference number of the invoice. You can click the link to navigate to the Invoices and Memos (AR301000) form so you can view invoice details. |
| Billing Date | The date when the invoice was issued. |
| Case ID |
The identifier of the case whose billing resulted in this transaction. You can click the link to navigate to the Cases (CR306000) form so you can view the details of the case. This column is displayed only if the Case Management feature is enabled on the Enable/Disable Features (CS100000) form. |