Run Contract Billing

Form ID: (CT501000)

You can use this form to perform billing for contracts. Invoices are generated for each contract and for each customer involved. For details on the settings and methods used in contract billing, see Contract Billing: General Information.

If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, an invoice to the contract's bill-to customer is created according to the following rules:

  • If a shipping branch is specified for the contract in the Shipping Branch box (Summary tab) of the Customer Contracts (CT301000) form, when you are running contract billing, the system will create an invoice by using this shipping branch as the originating branch and using the base currency of the shipping branch.
  • If no shipping branch is specified in the contract settings, the system will copy the current branch to the created invoice. If the base currency of the current branch differs from the base currency of the bill-to customer, the contract will not be billed, and the system will display an error message.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Button Description
Process Initiates billing processing for the contracts that you have included by selecting the unlabeled check boxes in the table.
Process All Initiates billing processing for all the contracts listed in the table.

Selection Area

You use this area to configure the criteria for selecting contracts that you may want to bill.

Element Description
Billing Date The date that determines the contracts to be shown; contracts with a next billing date that is before or on the date you have selected here are to be displayed. The selected date serves as the invoice date for contracts with the billing period set to On Demand.
Contract Template The contract template that the contracts to be listed were based on. Leave the box blank to view contracts based on all templates.
Customer Class

The customer class of the contracts to be listed. Leave the box blank to view the contracts of customers of all classes.

The list of classes may be limited based on the roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. With the feature enabled, the Restrict Visibility To box appears on the General tab of the Customer Classes (AR201000) form. You can select a customer class if one of the following is true:
  • The Restrict Visibility To box is empty for the customer class—that is, the visibility of the customer class is not restricted.
  • A branch, company, or company group is specified in the Restrict Visibility To box for the customer class, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Customer

The customer whose contracts you want to bill. Leave the box blank to see the contracts of all customers of the class (or all customers of all classes).

The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
  • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.

Table

This table contains the list of contracts matching the criteria specified in the Selection area. Only contracts with at least one unbilled (but completed) billing period are displayed. If multiple billing periods were not billed for the contract, you should run the billing process once for each unbilled period. You can select contracts by using the check boxes in the first column.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Included An unlabeled check box that you can select to include the contract for processing.
Contract ID The contract identifier.
Description A description of the contract.
Customer The customer associated with the contract.
Customer Name The name of the customer.
Last Billing Date The date when the contract was last billed.
Next Billing Date The date of the next contract billing.
Expiration Date The date when the contract expires.
Contract Template The contract template that the contract is based on.