Click to add the billing dates to the schedule. When you do so, the system will display a list of proposed dates, based on the parameters that you entered. At this point, you can select the ones that you wish to add to the schedule.Use the existing information in a Client Site Billing Schedule to add new entries to the schedule for the following year or years. Only Client Sites with a status of Active will be affected by this function.
Optional for updating Client Site Billing schedules.
The Renew Service Contract provides another method of updating the billing schedule.
Alternately, the PM Master Schedule (Master Contract) function may be used to maintain your PM agreements.
Important: If your Client is No Longer a PM Customer
Click Client Site PM Billing Tips for details on how to handle existing billings and prevent future ones.
Years to Add
The number of years (1-9) to add to each existing billing entry to create a new billing entry.
Client Id:
To add billing dates for a specific Client (as defined in the PM Job record on the Client Site PM Schedule tab), enter the appropriate Client Id. To enter a range of Clients, enter the first and last Id's of the range separated by an underscore (ACME_ZENITH). Several Id's can be specified by separating their Id's with a comma (ACME,MESA,ZENITH).
Client Site Id:
To add billing dates for a specific site, enter the appropriate Client Site Id. To enter a range of Client Sites, enter the first and last Id's of the range separated by an underscore (ACME_ZENITH). Several Id's can be specified by separating their Id's with a comma (ACME,MESA,ZENITH).
Bill Date:
This range enables you to control which billing dates will be copied by selecting a date range. To copy only a single billing date, enter the date in yyyy-mm-dd format. To copy a range of billing dates, enter the first and last dates of the range separated by an underscore (1997-01-01_1997-01-31). Several billing dates can be copied by separating them with a comma (1997-01-01,1997-01-03).
Examples:
Suppose that you had scheduled monthly billings in 1996 for Client Site Id: 1044. To create a new billing schedule for the first quarter of 1997 for this site, you would enter a 1 in the Years to Add field, 1044 in the Client Site Id field, and &,1996-01-01_1996-03-31 in the Bill Date field.
Assume that Client Site 1099 is under a 2 year contract, with a quarterly billing schedule for 1997 and 1998. At the end of 1998, the customer renews the contract. To create the new billing schedule from the old one, you would enter a 2 in the Years to Add field, 1099 in the Client Site Id field, and &,1997-01-01_1998-12-31 in the Bill Date field. When you clicked the Go button, the system will display a checklist showing 4 billing dates for 1999 and 4 for 2000.
Ok to Renew?
To limit the new PM Billing lines created to those with the Ok to Renew? flag set in the Client Site PM Billing tab, enter a Y in this range.
Click to add the billing dates to the schedule. When you do so, the system will display a list of proposed dates, based on the parameters that you entered. At this point, you can select the ones that you wish to add to the schedule.
See Create New Billing Schedule from Old Checklist for details.