Run Service Contract Billing

Form ID: (FS501300)

On this form, you generate invoices associated with service contracts of the End-Period Plus billing type. The invoices are generated based on the services defined on the Services per Period tab of the Service Contracts (FS305700) or Route Service Contracts (FS300800) form. Each invoice is created with the covered amount plus any overage and non-covered items used in the appointments or service orders of the periods.

If Canada is selected in the Localization box on the Companies (CS101500) form for the company, the Canadian cash discount calculation will be applied to the billing documents originating from this company and its branches and generated on the current form. If you change the originating branch of the document in the Branch box on the Financial tab on the Invoices and Memos (AR301000) form, the cash discount will be automatically recalculated by the system.

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	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 listed in the table.

Selection Area

In the Selection area, you can make selections that narrow the range of the documents shown in the table.

Table 1. Filtering Options Section
Element	Description
Billing Customer	The customer for which you want to view the contracts. You can leave the box blank to view information on all customers. The list of values is limited based on the current user's access role. You can select a customer whose visibility is not restricted for the branch or company to which the user's role is assigned (the Restrict Visibility To box on the General Info tab of the Customers (AR303000) form contains this company or branch, or is empty).
Service Contract ID	The identifier of the contract for which you want to generate invoices. You can leave the box blank to view information on all contracts.
Up to Date	The end date of the date range for which the contracts are displayed. By default, the current business date is selected.

Table 2. Billing Options Section
Element	Description
Billing Date	The date on which the billing documents are generated for the contracts 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 document.
Billing Period	The financial period in which the billing documents are generated for the contracts you process. By default, the period of the current business date is selected.

Table

This table displays the contracts that meet the selection criteria you have specified. You can process all contracts or only those you select.

Table 3. Table Columns
Column	Description
Included	A check box that you select to include this contract in processing if you click Process.
Service Contract ID	The identifier of the contract.
Customer Contract Nbr.	The reference number of the service contract, which the system automatically generates for every new service contract of this customer.
Billing Customer	The identifier of the customer to be billed for this contract.
Billing Location	The location of the customer to be billed for this contract.
Billing Period	The billing period for the contract.
Branch	The branch associated with the contract. This column appears on the form only if the Multibranch Support feature is enabled on the Enable/Disable Features (CS100000) form.
Branch Location	The identifier of the branch location of the appointment.
Description	The description of the contract.
Status	The status of the contract.
Batch Nbr.	The reference number of the batch of documents that is created during the generation process. The batch number appears in this column after the generation process is finished.