Field

Description

Billing Type

Select a billing type from those defined within Storage Type Setup.  The application will use this setting to determine the calculation type of either Monthly or Daily and whether the Produce Invoice option will appear or not (will appear when the Is SIT flag is set for the Billing Type record).

NOTE: You cannot change this setting once the record has been included in a billing run.

Billing Cycle

Select a cycle from the list of those defined within Storage Billing Cycle Type Setup.  This setting defines the interval of the billing period and determines the number of days or months to include when calculating charges.

NOTE: You cannot change this setting once the record has been included in a billing run.

Coordinator

Select and display the name of the person responsible for storage associated to the billing record and/or the person that established the billing record.

NOTE: Employees with a Status of ACTIVE and a Labor Type of Coor in their Personnel Setup will be available.

Rate Table

Select a value from the list of records defined within Rate Plan Setup.  This setting affects the charges computed for the individual Billing Items.  If left blank, the application will compute charges based on the Tariff/Rate setting within Billing Information.

Refer to the Rating Systems guide for more information.

Authority

Select and displays the type of authority assigned to the move request as either Van Line or Own Authority. 

NOTE: Authority will default on a new record to that set in the Move Information for the Authority field.

Begin Billing Date

This setting is the effective start of the billing cycle.  Once this date is set, the application will compute the Next Bill Date and include the record in the appropriate billing cycle.

NOTE: This is a mandatory field, and you cannot change this setting once the record has been included in a billing run.

See Date Fields for data entry information.

Date In

This setting is the date that the billing begins and is it is required to activate the billing process and to trigger reporting.

NOTE: This is a mandatory field.

See Date Fields for data entry information.

Scheduled Out

This setting is the anticipated date that storage associated to the billing will be stop on.

See Date Fields for data entry information.

Date Out

This setting is the date when storage is completed. 

IMPORTANT: Setting this field to a date that is earlier than that of the Next Bill Date will effectively turn billing off for the record regardless of whether the Billing Items have been finalized or not (see Ending Recurring Billing). 

See Date Fields for data entry information.

Last Bill Date

This field displays the system-computed date of the last billing to occur on the record. 

NOTE: The Last Bill Date will become populated once a billing run has been generated that includes this record. 

Next Bill Date

This field displays the system-computed date for the next billing to occur on the record.

NOTE:  The application updates the Next Billing Date after each successful billing run that includes this record.

Customer

If invoicing a customer for the storage charges that is different than the customer set within Billing Information, then select the alternate customer using the drop-down menu or the Customer Find ().

IMPORTANT: The Customer cannot be changed once the billing record has been included in a generated billing run (Recurring Billing Management).

Check By Number to display by the customer Number. By default the application displays the customer by Name.

Invoice Note

This note will appear on invoices generated for this billing record and will print on each recurring invoice that is generated for the order (up to 1024 characters).

This option allows you to control whether to flag the invoice to print automatically or not during a storage billing run. When checked, the invoice created during the billing run will be flagged to print in the Report Viewer. The application checks this flag by default when you create a new Billing Record except for SIT Billing Type.

By default, this option is checked if there is no email address specified and either the record is not flagged as SIT or the record is SIT and the existing “Produce Invoice” flag is checked.

NOTE: If left unchecked, you can still manually process the request to print the invoice through the Report Viewer.

This option, when checked, instructs the application to automatically email invoices on a billing run. When this option is checked, the email address must be set for the records within the Payment Setup tab. This option is unchecked by default when adding new billing records.

By default, this option is checked if there is an email address associated to the record and the record is either not flagged as SIT or the record is SIT and the existing “Produce Invoice” flag is checked.

Bill to Address

By default, the application sets the Customer Bill To address as that of the “PRIMARY” source set in Microsoft Dynamics GP. Users can select an alternate address using this option and selecting a different address within Choose Billing Address.

The billing address can be changed at any time.