Run Appointment Billing
Form ID: (FS500100)
On this form, you can generate billing documents for customers with a billing cycle that generates billing documents from appointments, based on the cycle's settings on the Billing Cycles (FS206000) form.
This form displays appointments only if their status is Completed or Closed.
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 |
---|---|
Apply Filters |
Applies the filters of the Selection area. By default, with this check box selected, the table on the current form does not display documents until this action is applied. This button is available when the Require Manual Filtering on Billing Forms check box is selected on the Service Management Preferences (FS100100) form. |
Fix Appointments Without Billing Settings |
Continues the process of billing cycle updating of the service orders after the details of the billing cycle have been changed on the Billing Cycles (FS206000) form or the billing cycle settings have been changed for a customer on the Customers (AR303000) form if the process has been stopped abruptly. This button is available only if the process of updating billing cycles is stopped abruptly. For example, a power issue has occurred on the server. |
Process | Processes the listed appointments that you have selected (by using the check boxes in the Selected column of the table). |
Process All | Processes all appointments on the list. |
View Temporary Batches | Opens the Delete Temporary Batches (FS500202) form. On this form, you
can delete a batch or multiple batches of the Temporary status. Once a
temporary batch is deleted, a new billing process can be run for the service
documents, and the newly created billing documents can be processed in the
system. This button appears on the form if documents with the Temporary status exist in the system. |
Selection Area
In the Selection area, you can make selections that filter the documents shown in the table. You can also specify the type of the billing document that the system generates and the billing date and period to be used.
If you select sales orders as the billing documents to be generated, you can also specify the actions to be performed on sales orders and invoices related to sales orders.
Element | Description |
---|---|
Generated Billing Documents | The billing document to be generated during the processing. You can select one
of the following options:
|
Billing Cycle | The billing cycle for which you want to view the appointments. |
Billing Customer |
The customer for which you want to view the appointments. 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:
|
From Date | The start date of the date range for which appointments are displayed. By
default, the system inserts the first day of the month for the specified business
date. This box is hidden if the Use Time Frame Grouping check box is selected in the current Selection area. |
Up to Date | The end date of the date range for which appointments are displayed. By default, the system inserts the last day of the month for the specified business date. |
Use Time Frame Grouping | A check box that indicates (if selected) that the system filters the records in
the table based on the Cut-Off Date and processes them
according to the customer's billing cycle settings on the Billing Cycles (FS206000) form. This applies if Time
Frame is selected in the Group Billing
Documents section on the Billing Cycles form. If the check box is cleared, the records in the table are filtered based on the Actual End Date. Also, the system processes the records without considering the state of the Time Frame option button in the customer's billing cycle settings on the Billing Cycles (FS206000) form. This check box is cleared by default. This check box is hidden if Project Transactions is selected as the generated billing document. |
Element | Description |
---|---|
Billing Date |
The date on which the billing documents are generated for the appointments you process. By default, the current business date is selected, but you can override this value. You can enter only a date that corresponds to a financial period that has been generated on the Master Financial Calendar (GL201000) form. If the date that you enter belongs to a financial period that has not yet been generated in the system—for example, for a date in the distant future or past—the system will display an error message, and you will not be able to save the record. |
Billing Period | The financial period in which the billing documents are generated for the appointments you process. By default, the period of the current business date is selected. |
Element | Description |
---|---|
Prepare Invoice |
A check box that indicates (if selected) that the related invoice will be generated for each sales order that is created by the processing on this form. This check box is available only if the Use Sales Order Quick Processing check box is cleared. |
Release Invoice |
A check box that indicates (if selected) that the system should release the invoice related to each sales order created by the processing on this form. This check box is available only if the Prepare Invoice check box is selected. |
Email Sales Order/Quote | A check box that indicates (if selected) that each generated sales order will be sent by email to the customer. |
Use Sales Order Quick Processing |
A check box that indicates (if selected) that each generated sales order should be processed by using the quick processing settings specified for the sales order type on the Order Types (SO201000) form. For details, see Sales Order Types: Quick Processing of Sales Orders. This check box is available only if the Prepare Invoice check box is cleared. |
Table
The table displays the appointments that meet the selection criteria you have specified. You can process all appointments or only those you select.
Column | Description |
---|---|
Included | A check box that you select to include this appointment in processing if you click Process. |
Service Order Type | The service order type of the appointment. |
Appointment Nbr. | The reference number of the appointment. |
Billing Customer | The customer for which the document is generated. |
Billing Location | The location of the customer where the appointment took place. |
Billing Cycle ID | The billing cycle related to the customer. |
Cut-Off Date | The date when the documents should be generated for the customer. |
Service Order Nbr. | The reference number of the service order to which the appointment belongs. |
Actual Start Date | The date of the document. |
Actual Start Time | The actual time when the appointment began. |
Actual End Date | The actual date when the appointment ended. |
Actual End Time | The actual time when the appointment ended. |
Branch Location | The identifier of the branch location of the appointment. |
Status | The status of the document. |
Description | The description of the document. |
Batch Nbr. | The reference number of the batch of documents that is created during generation process. The batch number appears in this column after the generation process is finished. |