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Computing billing lines

Computing billing information allows you to automatically add billing lines by applying the business affiliate billing policies for the Owner listed on this document.

To compute billing information:

  1. Go to the Edit Billing screen. Locate the Billing tab in the middle of the screen.
  2. In the Billing tab, select Compute billing linesCompute up above.
  3. The system looks at the billing policies for the Owner listed on this document. The following actions occur:
    • For each billing policy for this Document Type with a Billing Basis of per Document, one billing line is added to the Billing tab. The Charge Type and Rate are taken from the billing policy, and the Computed Qty and Qty are set to 1.
    • For each billing policy for this Document Type with a Billing Basis of per Line, one billing line is added to the Billing tab. The Charge Type and Rate are taken from the billing policy, and the Computed Qty and Qty are set to the number of line items on your document.

      If you are billing a kit order or a kit, the Computed Qty and Qty are set to the number of line items with the Line Type specified in the billing policy. (This way, you can bill separately for your items to produce, by-product items, and component items.)

    • For each billing policy for this Document Type with a Billing Basis of per Unit of Measure, one billing line is added to the Billing tab. The Charge Type and Rate are taken from the billing policy, and the Computed Qty and Qty are set to the total Billable Qty of this unit of measure on your document. The Billable Qty for each line item on your document is listed in the Items table at the bottom of the screen.

      Note that if the Computed Qty would be 0, for example if you have a billing policy for cases and there are no cases on the document, then no billing line is created based on this policy.

      If you are billing a kit order or a kit, the Computed Qty and Qty are set to the total Billable Qty of this unit of measure for the lines with the Line Type specified in the billing policy. (This way, you can bill separately for your items to produce, by-product items, and component items.)

    • For each unit of measure in the Billable Qty column that you do not have a billing policy set up for, one billing line is added to the Billing tab. The Charge Type is the system default charge type, the Rate is $0, and the Computed Qty and Qty are set to the total Billable Qty of this unit of measure on your document. (The purpose of this billing line is to alert you to any line items on your document that you may want to bill for, but are not billing for because of how your billing policies are set up.) The Billable Qty for each line item on your document is listed in the Items table at the bottom of the screen.
      • For example, you might have three line items on your document, with Billable Qtys of 20 cases, 30 cases, and 1 pallet. If you have a billing policy for this Document Type with a Billing Basis of per Unit of Measure and a unit of measure of cases, computing billing information adds one billing line with a Computed Qty and Qty of 50 cases. If you do not have any other billing policies, computing billing information also adds one billing line with a Computed Qty and Qty of 1 pallet.
    • Remember that when the billing line is first computed, the Computed Qty and Qty are equal. However, you can edit the Qty if desired. Additionally, if you make further changes to the document after computing the billing lines, the Computed Qty is updated but the Qty is not. The total for the line is always calculated as Qty * Rate.
  4. Edit the Qty, Rate, and Description of any billing line if desired.
  5. You can manually add billing lines that are not based on your billing policies. You can also delete billing lines.
  6. If you select Compute billing linesCompute again, a new set of billing lines will be added below your existing billing lines. That is, the Compute function only adds new billing lines; it does not update or replace existing billing lines.
  7. When you are finished making your edits, select Save and Continue Editing or Save to continue.

See Also

Editing billing information for a document

Adding billing lines

Deleting billing lines

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