Service Contract Billing Batches

Form ID: (FS306100)

On this form, you can find the list of billing documents generated for the service contracts with the following billing options: End-Period Plus, Beginning-Period Plus and Beginning-Period Fixed. These options are specified in the Billing Type box on the Summary tab of the Service Contracts (FS305700) or Route Service Contracts (FS300800) form.

Form Toolbar

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

Selection Area

By using the elements in this area, you can select the batch whose data you want to view in the table.

Table 1. Selection Elements
Element Description
Batch Nbr. The number of the posting batch for which you want to view details in the table.
Up to Date The end date of the date range for which the contracts were processed in this posting batch.
Billing Date The date when the billing documents were generated.
Billing Period The financial period in which the billing documents were generated.

Table

The table displays the documents that were posted during the generation process.

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

Table 2. Table Columns
Column Description
Document Type The type of the document generated, which is one of the following:
  • INV: An AR document
  • CM: A credit memo sales order
  • CS: A cash sale order
  • IN: An SO invoice
  • QT: An SO quote
  • RC: A return for credit order
  • RM: An RMA order
  • RR: A return with replacement order
  • SO: A sales order
Document Nbr. A link to the generated document. You can click this link to view the document on the appropriate form.
Service Contract ID The identifier of the contract.
Customer Contract Nbr. The reference number of the service contract for this particular customer.
Billing Customer ID The identifier of the customer for which the billing documents were generated.
Customer Name The name of the customer for which the billing documents were generated.
Billing Location

The location of the customer to which the invoice documents are sent.

This column appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Start Date The date of the document.
Next Billing Date The date when the invoice generation for the next period can be performed.
Branch

The identifier of the branch whose staff members perform the services.

This column appears only if the Multibranch Support feature is enabled on the Enable/Disable Features form.
Branch Location The identifier of the branch location whose staff members perform the services.
Description The description of the document.