Difference between revisions of "Schedule Planned Billing"
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| colspan="4" style="width: 265px;" | Desc Here | | colspan="4" style="width: 265px;" | Desc Here | ||
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Process all agreements based on a cut-off date. |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the filter fields to select the agreements to process. |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Reset Grid to update the grid based on different search paramters. |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Order the output by Agreement Number, Agreement Type, Customer Number, Start Date, Anniversary Date |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Set the invoice date using the Invoice Date field. |
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| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Set the starting invoice number using the Next Invoice number field. |
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| − | |||
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| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#AgreementType|Agreement Type] |
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| − | |||
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| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#customer_number|Customer Number] |
| − | | | + | |- |
| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#AgreementNumber|Agreement Number] |
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Revision as of 12:11, 11 April 2022
| |||
| Navigation | |||
| To access Batch Management, select Invoices > Batches/Search | |||
| Overview | |||
| Desc Here | |||
| • Process all agreements based on a cut-off date. | |||
| • Use the filter fields to select the agreements to process. | |||
| • Use the Reset Grid to update the grid based on different search paramters. | |||
| • Order the output by Agreement Number, Agreement Type, Customer Number, Start Date, Anniversary Date | |||
| • Set the invoice date using the Invoice Date field. | |||
| • Set the starting invoice number using the Next Invoice number field. | |||
| • Filter by [[Glossary#AgreementType|Agreement Type] | |||
| • Filter by [[Glossary#customer_number|Customer Number] | |||
| • Filter by [[Glossary#AgreementNumber|Agreement Number] | |||
