Billing Cycles

Form ID: (FS206000)

By using this form, you can create and modify the billing cycles to be used in the system. Billing cycles define the way billing documents are generated for the services provided to customers.

Note: You can modify the settings of a billing cycle only if no appointments or service orders related to the service contract of the End-Period Plus type have been created for customers with this billing cycle assigned to them.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Summary Area

In the Summary area, you can specify the settings of a new billing cycle. You can also select an existing billing cycle to view or edit its settings.

Element Description
Billing Cycle ID The identifier of the billing cycle.
Description A detailed description of the billing cycle.
Run Billing For The document whose information will be listed in the billing document. You select one of the following option buttons for the billing cycle:
  • Appointments (default): Information on each appointment is displayed in the generated billing document.
  • Service Orders: Information on only service orders is displayed in the billing document. You use this option to generate billing documents for the estimated work time, no matter how many hours the appointment actually took, or when you want to generate billing documents for work that will happen in the future. The applicable service orders (and their appointments) do not need to be completed or closed in order to be billed.
Group Billing Documents By The way the appointments or service orders will be grouped in the billing documents that will be issued to customers. The following option buttons are available:
  • Appointments: The appointments or service orders are grouped by appointment. One billing document is generated for every appointment that is billed.
  • Service Orders: Appointments or service orders are grouped by service order. One billing document is generated for all the appointments corresponding to the same service order.
  • Customer Order: Appointments or service orders are grouped by customer order. One billing document is generated for all the appointments corresponding to the same customer order. The applicable customer order is specified in the Customer Order box of the Service Orders (FS300100) form of each service order.
  • External Reference: The appointments or service orders are grouped by purchase order. One billing document is generated for all the appointments corresponding to the same purchase order. The purchase order is specified in the External Reference box of the Service Orders (FS300100) form of each service order.
  • Time Frame (default): The appointments or service orders are grouped by time cycle. One billing document is generated for all the appointments for one customer in a given period of time.
Separate Billing Documents by Customer Location A check box that indicates (if selected) that for each customer, separate billing documents will be generated for every customer location. This check box is available only when the Customer Order, External Reference, or Time Frame option button is selected (under Group Billing Documents By) for the billing cycle.
Bill Only Completed or Closed Service Orders A check box that indicates (if selected) that a service order has to be completed or closed for billing documents to be generated for the service order or the appointments related to the service order.

Time Frame Grouping Settings Section

This section is available only when the Time Frame option button is selected (under Group billing documents By) for the billing cycle.

Element Description
Prepare On The day of the time cycle when the billing document is generated. The following option buttons are available:
  • Fixed Day of Month (default): A billing document is generated for all not-yet-billed appointments on a specific day of every month. If you select this button, you should also select the number of the day of billing document generation in the related box. For a time cycle on the last day of the month, you can select 31 in this box: This gives you the ability to generate a billing document on the last day of the month, regardless of whether the month has 28, 29, 30, or 31 days.
  • Fixed Day of Week: A billing document is generated for all not-yet-billed appointments on a specific day of the week. If you select this button, you should also select the day of the week in the related box.