CR.03: Client Billing Cycle Groups

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Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself.

Business Benefits

You may wish to group Clients for Billing if they normally bill Recurring Storage and Accessorial Invoices at the same time. This program allows you to set up these Billing Cycle groups.

Note: For related documentation and workflows, see CR - Client Related.

Usage

Use this job to group Clients for Billing that normally bill Recurring Storage and Accessorial Invoices at the same time.

When generating Invoices in programs IP.31 [Recurring Storage - Generate] and IP.32 [Accessorial Charges - Generate], you may specify by Client or Billing cycle. All Clients using that cycle will bill at that time.

Preconditions

Determine how many Clients can be grouped in such a way, for Billing purposes.

Subsequent Actions

The Billing Cycle Group code is assigned to a Client in Field 24 of program CR.18 [Client Arrangements].

The Billing Cycle Group codes are then used in programs IP.31 [Recurring Storage - Generate] and IP.32 [Accessorial Charges - Generate].

Program Fields and Functions

To review a text version of the field help, click here. Click the button (or press F5) to invoke field help at any time from within the job panel itself.