Add periodic billing information
After you select a type of progress billing for a quotation, sales order, or multi-release item, you must decide when and how often to bill the customer during the length of a job.
You must complete this task before you can change the status to Open.
To add periodic billing information
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Open the quotation or sales order.
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Click the Items tab.
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In the Item Number column, click the required item number to open the item.
The Item Details page appears.
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If it is a multi-release item, select the Multi-Release checkbox.
The Sales Order Releasegets enabled.
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On the Toolbar, click Save.
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Go to the Sales Orders page.
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Under the Action column, click the ellipsis of the required row.
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Select Grid Actions > Sales Order Releases.
The Sales Order Releases (SORELS) page appears.
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On the child toolbar, click New.
The Release Details page appears.
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Click the Part Number lookup reference.
The Lookup For Part Number window appears.
a. Select the row that contains the required part number, and click Select. Or double-click the row that contains the required part number.
b. Ensure that the Periodic Billing Type Source can be either Make, Buy, or Stock.
Click Cancel to exit from the Lookup For Part Number window.
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In the Periodic Billing Type dropdown, select Periodic Billing.
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On the Toolbar, click Save.
The Progress Billing Detail is available.
Click Cancel to discard the changes.
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On the Toolbar, click More Actions.
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Select More Actions > Reports > Progress Billing Detail. The number within parentheses indicates the number of periodic billing created.
The Progress Billing Detail (PBDTL) window appears.
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On the child toolbar, click New.
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Define billing information:
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In the Date field, enter the date to bill the customer.
Or
Click the Calendar icon to display the Calendar. Select the required date.
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In the Amount box, enter the dollar amount.
Or
Click the Calculator icon to display the Calculator. Enter the required value.
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In the % field, enter a percentage of the total amount for which you want to bill now.
Or
Click the Calculator icon to display the Calculator. Enter the required value.
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On the Toolbar, click Save to keep the changes.
Or click Cancel to discard the changes.
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Click Close at the top-right corner of the Progress Billing Detail (PBDTL) window.
Repeat steps 9-17 for each progress billing item you create until the total of the progress billing items equal the total amount you bill the customer.