Enter Staged Billing Profile

Explanation

A staged billing profile can be connected to a customer order line and could be used when the order process will last over a long period of time and the order value is high. If used, the billing will be divided into several stages, such as down payment, delivery, acceptance tests, etc.

A billing stage can be linked to a customer order milestone event. In such a case, the expected approval date is retrieved from the Date Expected column in Milestones for Customer Order Line, but only if a date is defined for the milestone. If the automatic approval function is activated on the billing stage, this will be approved automatically when the corresponding milestone is completed.

Prerequisites

• A customer order must have been entered and saved, together with at least one customer order line.
• It is not possible to add a stage billing profile to a customer order line using consignment stock.

System Effects

A staged billing profile is connected to the customer order line. The billing profile lines are given the Planned status.

Window

Customer Order
Customer Order Lines
Staged Billing Profile

Related Window Descriptions

Customer Order
Customer Order/Order Lines
Customer Order Lines
Staged Billing Profile

Procedure

The staged billing profile window could be opened from the Navigator directly. It is equally possible to open the same window from Customer Order by selecting the appropriate customer order line and choosing Staged Billing Profile... in the Operations menu.

1. Select the lower part of the window, and then select New.
2. In the Stage column (mandatory), you can enter any suitable numerical identification for the stage. The column is mandatory.
3. The Description column (mandatory) is used to verbally describe the stage, e.g., Down Payment, On Delivery, etc.
4. The two columns Percentage and Amount are both mandatory. You can enter a value in either of them and the system will then calculate the other one. If the Use Price Incl Tax check box is selected in the customer order line you can enter either a percentage of the total or the net amount including tax.
5. Optionally, you can use the Milestone ID column to connect a milestone to a specific billing stage. This could be done only if the milestone is already connected to the customer order line. Use the List of Values to create the connection. The expected approval date is retrieved from the date expected for the customer order milestone.
6. If there is no milestone connected, you can manually specify the expected approval date.
7. Optionally, a note and/or a document text can be entered by choosing the staged billing line and continuing through the Operations menu.
8. Save.
9. When you close the window, the system will tell you whether the total value is not yet covered.
10. Repeat steps 1 - 7 until all billing stages are entered.