Enter Staged Billing Template

Explanation

Use this activity to create a staged billing template. A staged billing template can be created if an identical staged billing profile is to be applied to all customer order lines. In such a case, all the customer order lines will automatically receive identical stage profiles. It is possible, however, to change the staged billing profile for any separate customer order line. It is not possible to connect a staged billing template to a customer order header or a line if both the Delay Cost of Sold Goods to Delivery Confirmation and Confirm Deliveries check boxes on the order header are selected.

Prerequisites

• A customer order header must have been entered and saved.
• The template must have been created before you enter the order lines, which are going to be affected by the template.

Note: It is not possible to save a customer order line with consignment stock. It is not possible to connect a staged billing template to a customer order header or a line if both the Delay Cost of Sold Goods to Delivery Confirmation and Confirm Deliveries check boxes on the order header are selected.

System Effects

A staged billing template is connected to the customer order header. All customer order lines which are created later than the staged billing template will be given the same staged billing profile. Customer order lines created prior to the staged billing template will not be affected by the template.

Window

Customer Order

Related Window Descriptions

Customer Order
Staged Billing Template

Procedure

1. Enter the required information in the customer order header.
2. Select Staged Billing Template in the Operations menu in the upper part of the window.
3. Select the lower part of Staged Billing Template, then select New.
4. In the Stage field, you may enter any suitable numerical identification for the stage. The system will otherwise give a serial number to the stage when you click Save.
5. The Description field (which is required) is used to verbally describe the stage, e.g., Down Payment, On Delivery, etc.
6. The Total Percentage field also requires a value. When you leave the column field, you will be notified if you have cumulated more than 100%.
7. Optionally, you may enter the expected approval date in its place.
8. Repeat steps 3 - 7 until all billing stages are entered.
9. Save the information.
10. When you close the window, the system will notify you if the total value is not yet covered.