Use the Billing Items tab within a Billing Record to define the individual charges that comprise the billing itemization based on item code, rate type, warehouse, and billing attribute such as setting the item to be a one-time charge or recurring, etc. Items such as warehouse handling, utilities, and access charges can be included in the total charge amount.
Figure 7: Billing Items tab
A total for the Amount column displays the dollar amount of all active, non-finalized items.
Technical Field and Function Information
The following table describes the general functions available within the Billing Items tab.
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Function |
Description |
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Add (Alt+A) This function opens the Add Billing Item screen allowing a user to define a new charge for the billing record. |
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Edit (Alt+I) This function opens the Add Billing Item screen in edit mode allowing a user to modify an existing charge item. A user cannot modify an item that has been included in a billing run. View (Alt+V) This function appears when an item has posted transactions against it. Users will be able to view a read-only data within the Add Billing Item screen. |
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Delete (Alt+L) This function removes the selected item after prompting the user to confirm the request. The application will only delete items not included in a billing run. |
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End Billing (Alt+B) This function removes the selected item from being included in any future billing runs, as denoted through the Final flag being set. Users will receive a prompt confirming the request to end billing. |
The following table lists the fields available within the Billing Items tab. Additional details on this data is available through Add Billing item.
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Field |
Description |
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Description |
Billing description provided for the item. |
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Begin Billing Date |
Start date of the item displays. |
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Quantity |
The quantity specified for the billing display in one or both of these columns. |
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Rate |
The dollar amount specified to be applied for each quantity billed. |
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Amount |
The total dollar amount of the billing item as computed as the Rate multiplied by the Quantity value or values. The total amount of all active, non-finalized amounts displays at the bottom of this column. |
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Warehouse |
The warehouse location associated to the billing item is available. |
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Recurring |
A checkmark appears in this column if the item is defined to be recurring. |
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Final |
A checkmark appears in this column if the item has been finalized. See Ending Recurring Billing for more information. |
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Manual Rate |
A checkmark displays in this column if the user entered a rate value directly for this billing item, i.e. they chose the Enter by hand option for the Rate field within Add Billing Item. |
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Manual Amount |
A checkmark displays in this column if the user entered a rate value directly for this billing item, i.e. they chose the Enter by hand option for the Total Amount or Total Monthly field within Add Billing Item. |
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Billed |
A checkmark displays when the item has been included as part of a billing run (see Recurring Billing Management). |
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AR Branch |
The branch representing the AR branch linked to the order for this billing item display. |
RELATED TOPIC
