The tunable company wide Billing Parameters can be accessed from the window in the Company Parameters.
Uncheck this box if the first free Saturday, Sunday, or weekend,
should only apply if the billing period is less than a
week.
Check this box if a free Saturday, Sunday, or weekend, should be given in the last weekend of the rental period when the billing period ends in a partial week.
Note: When the no charge weekend rental is to apply to the last weekend, Cycle Billing still always charges for all weekends because the last weekend has not yet been determined. The Rental Return process will correct and refund for the last free weekend if required.
Rental charges calculated on any entry document such as a Contract, Worksheet, etc, respect and include the customer's eligible free weekend processing in the rental calculation.
If the operator adds a new Cash Customer on-the-fly on a rental document, then the values for the new customer default from the Customer # To Clone for the division, including the "No Charge Weekend" flag.
Check this box to cause the first cycle billing of the contract
to respect this first free weekend calculation, when the billing
period is less than 7 days.
Cycle Billing Edit, Cycle Billing, Bill A Single
Contract and Unbilled Revenue Report
will respect this No Charge Weekend processing.
Uncheck this box if first free weekend processing does not apply to cycle billed contracts.
Check this box if the site discounts should always replace the
customer discounts on the documents.
Uncheck this box if the site and customer discounts should both be
applied to items on the documents.
Note: Specific Product Classes can be flagged to not allow any discounts in Sales Product Class or Rental Product Class.
Check this box to automatically update the Cycle Billing Day Code on the contract to match the date that the Delivery Ticket is closed and the products come Off Rent.
Uncheck this box to leave the Cycle Billing Day Code unchanged on the contract even if the delivery date differs.
When date out is changed on contracts, the Cycle Billing Day Code Discrepancy Report can be used to identify any contracts where the Billing Day Code no longer matches the Date Out.
Contact Texada Support if your firm requires the Split
Billing capability.
Texada Support will add the menu option Split Billings Menu
to your menu tree.
Note: Split Billing invoicing does not respect the Enhanced Tax processing as activated in the Company Taxing Parameters.
Select N (No) if Split Billing does not apply to your firm.
Select S (Split Customer) to have the Sales History of items rented or purchased tracked by the second party (insurance company or government agency) who is splitting the bill for the rental or sale.
This product must be setup in Sales
Inventory with a Zero Cost Type to allow zero cost posting.
It prints on the invoice to show the amount paid by the second
party.
Leave this field blank if your firm does not want to set a default Reason Code for the Rental Return, or select a default Reason Code from the Meter Reason Code Search window.
Check this box to activate the Enhanced Meter Billing so that
any meter billing going forward is based on over utilization for
the individual billing period as opposed to meter billing based on
total rental period.
An example of the differences in the billing approaches is as follows:
Meter included for a selected rate code is 50 The customer utilization of meter usage is: Month 1 meter usage = 50 Month 2 meter usage = 10 Month 3 meter usage = 65 Total meter usage = 125
Whereas the Enhanced Meter Billing calculation would
charge for the over utilization in ‘Month 3’. Even though the
customer has not exceeded the included meter amount of 50 in the
first 2 months, the customer has exceeded the usage for month 3 (65
> 50) and therefore should be charged for the over utilization
of this month.
This means the calculation will ignore any previous included meter
hours not utilized and will charge additional meter usage for the
given billing period.
Partial Meter Billing Hours:
When a contract is using enhanced billing calculations SRM will
refer to the Company Calendar to determine
the correct Daily, Weekly, and Month rate codes for prorate meter
billing based on the “Summary Hours” in the Review Calendar screen for each level.
The Summary Hours in a day, week, and month will allow SRM to match
these hours to the “To Hours” or “Rate Hours” (for day & week
& month) stored in the rates table of the document to match the
correct daily, weekly, and month rate codes to determine the meter
included hours to use for prorating.
Note: If the Daily/Weekly/Monthly rates are not found in the contract rates, the Standard Meter Billing calculations are applies.
The following billing areas will be affected by the meter usage calculation change:
Note: The Enhanced Meter Billing calculation does not apply to metered equipment that belongs to a Rental Product Class that is flagged to use the "O/T Meter Charge Method" of SHIFT.
Check this box to allow merging of cycle billed invoices from
Cycle Billing and from Cycle Bill A Single Contract according to the
Additional Merge/Hold Invoice Controls & Rules defined
below.
The pre-existing invoice for the merge, must have been generated
from one of Miscellaneous Invoices,
Rental Returns, Cycle
Billing, or Cycle Bill A Single
Contract and be charged on account.
A comment is added to the invoice for each contract merged to the invoice with the billing source, contract number, and the billing date (not bill to date) of the products.
The merge billing utilities are not available when Field Ticket processing is activated in the Company Invoice Parameters.
Check this box to cause the billing in Rental Returns to always default to any existing
eligible invoice for the customer.
This option is similar to the Merge Cycle Billing Invoices With
Current Invoices, however:
Note: This merge invoices feature does not apply to FIFO Rental Returns.
Check this box if there are specific customers with corresponding sites, for which invoices should be Held back from posting.
If there are no suitable invoices with which to merge, a new invoice will be created.
Additional tunable merge parameters that are only activated if one of the Merge Cycle Billing Invoices With Current Invoices or the Auto-Hold Invoice By Customer And Site are checked, include:
Uncheck this box to allow the new billing to be merged with an invoice that is not necessarily On Hold.
Uncheck this box to cause the merged invoice to be taken Off
Hold status.
The invoice date will be changed to the cycle billing date and the
DBR# will be updated to the current DBR, so that the invoice will
post in the next Daily Close.
Uncheck this box if the site number on the contract does not have to match the Site# on the invoice.
Uncheck this box if the billings do not have to have originated
from the same contract.
When more than one contract is billed to the same invoice, the
contract# on the invoice is changed to "CYC BILL" and a Comment
line is added to indicate dates and contracts billed on this
invoice.
Uncheck this box if cycle billing for your company is done by
one office.
The option to run the billing for all divisions or for one division
at a time, is provided in Cycle Billing
Edit, but only one operator can run the program at a time, and
each edit batch will replace any previous batch even if the billing
run has not been completed and the invoices have not yet been
created from Cycle Billing.
When Bill Contracts By Division is not activated, the 'Division - All' filter can be set to Y when RSXD14 is run from Automatic Reporting.
Because the billing amount must exactly equal the amount that would be billed for the monthly period, it is not recommended to activate the Prompt for Bill To Time option below, as changing the time will cause the billing amounts to change and a Smart Bill match is unlikely to occur.
Note: Off Rentals and Pickup Ticket processing may make contracts eligible for Smart Billing, as no further revenue would be expected on the products while they are off rent.
Select one of the following options:
Note: If a contract is billed in advance because of Smart Billing, and then a rental product is exchanged later in that billed month, the revenue posting and revenue history will not be recognized on the replacement rental product, as the billing has already been processed for the period.
Leave this field zero if contracts should always be eligible for Smart Billing regardless of when they were last billed, or enter the number of days after the last billing date, during which a contract is not to be considered for Smart Billing.
Note: This restriction does not check the last Invoice date. It is checking for the last Bill To date of the products.
Note: Contracts for Cash or On Account customers that do have a Cycle Billing Day Code will be eligible for Cycle Billing.
Uncheck this box if your firm does not want to generate interim billings for Contracts with no Cycle Billing Day Code.
Check this box to activate the Cycle Billing processing for
contracts with no Cycle Billing Day Code, which usually
applies to Cash customers.
Contracts will only be billed if the complete Billing information has been recorded on the contract including name, address, city, and postal/zip code. This information must match the information registered for the customer in Customer Information.
Note: The Prov/State is not mandatory as this does not apply to all countries, such as new Zealand.
The Contract is assigned a Billing Day Code according to the contract header date out, when Cycle Billing Edit is run.
Note: If a customer's status is changed from Cash to On Acct, a
Billing Day Code needs to be assigned to any existing
Contracts to ensure those contracts are included in the appropriate
Cycle Billing run.
Invoices generated from this billing process will be put On Account.
The Billing report will print *CASH* under the Contract# field to clearly indicate that the contract is being billed for a Cash Customer.
The relate prompts include:
Check this box to generate a bad risk record for the customer matching any customer information that is available as explained in Bad Risk Customers.
Note: A Bad Risk record is not written if an entry already exists for each identifying field.
Uncheck this box to cause the deposit from the Contract to be
held until the equipment is returned.
It is then refunded or applied against the invoice generated from
Rental Return.
Check this box to cause the deposit on the contract to be used
in Cycle Billing Edit and applied to
invoices generated from the Cycle Billing,
or to be used in Bill A Single Contract
reducing the interim invoice billing amount.
If the deposit exceeds the invoice total, a partial deposit amount
is applied.
Uncheck this box if the Days To Bill price break should
only apply to short-term contracts.
This ensures that the reduced days charged for the rental period
only applies at the Rental Return, and is lost if the contract is
ever cycle billed.
Check this box if the Days To Bill price break should
also apply to long-term contracts that are cycle billed, as well as
the short-term contracts.
This means that the customer will always receive the initial price
break for that first rental period identified on the contract, even
if the contract is cycle billed.
An optional Billing Day Code can also be defined in the Customer Types table to cause all contracts for that type of customer to be billed on the same day each month regardless of contract date.
Select No if the cycle billing period for long-term contracts should always be determined by the Product Class and the calendar.
Select Contract to respect the cycle billing interval
manually set on the contract header which initially defaults from
the Product Class and is not restricted to a 28 Day billing
cycle.
This is a custom process and is not commonly available.
Note: This calculation only applies to Contracts and does not apply to Reservations or to Quotes, because the Cycle Billing Interval is not finalized until the document is converted to the contract.
Note: It is recommended not to activate the 'prompt for bill to time' option if your firm uses Smart Billing as entering a specific billing time will usually prevent the Smart Billing calculation from matching the monthly billed amount exactly, and so Smart Billing will not be as effective.
Check this box to prompt for the Bill To Time in the
Cycle Billing Edit Report and in Cycle Bill A Single Contract.
Check this box to set the default to sell any sales items
included on the contract when the first invoice is issued by a
cycle billing.
This generates the revenue for these sales early rather than
waiting for the contract to be completed on a rental return.
Uncheck this box to set the default to NOT sell sales items from the contract on cycle billed invoices if your firm generally sells the sales part on the last invoice issued when the equipment is returned.
Note: Specific sales products such as Fuel, can be flagged in the Inventory Re-Order Information NOT to be Cycle Billed, so they ignore this Sell Sales Item Default flag and are only ever billed at the Rental Return of the Contract.
Note: If a metered asset is out on more than one contract, then the meter will not be updated in the Cycle Billing.
When this 'Bill Current Meter' is activated then the Meter Count Sheets billing processing is disabled.
This percent can be over-typed when the charges are calculated
in Calculate Finance Charge, and specific
records can be modified manually in Review
Finance Charges prior to posting.
If your firm does not run finance charges, then this will not be
utilized.
Bill Minimum:
If the finance charge was less than the
Minimum, then the minimum would be used instead.
e.g. If the minimum were $1.00 and the finance charge was $0.60
then $1.00 applies.
Note: These Finance Charge defaults can also be set from the Company Information where the customer default flag can be set.
Note: Any changes made to these parameters will not be applied until the Company Parameters are accepted.
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