SOE Billing Parameters

Options*

Progress Billing Product - Enter the miscellaneous charge product that should be used on Progress Billing Invoices.

Progress Billing G/L Account - (View Only) The general ledger account to which to post each Progress Billing and Shipment when processed.

Note: This field is not editable. The system populates this field based on the Progress Billing Product you enter. If the G/L account is not what you expect, we recommend reviewing the Progress Billing Product (miscellaneous charge product) record for the product you selected. The G/L Account/Product Type field displays the currently assigned G/L Account.

Progress Billing Ship Via - Enter the default ship via to be used for all Progress Billed Invoices.

Display Orders with Pending Shipments in PBQ - Indicate if you want orders that have shipments still to be sent listed when populating the Progress Billing Queue.

Determine by branch how to handle invoice and order summary printing. Use the following column options:

• Branch / Territory - Enter the branch you want to define printing options for.

• Print Shipment Invoice - Indicate if you want to print shipment invoices. The standard printer hierarchy applies for the order.

• Print Product Detail - Indicate if you want to print order details on the Progress Billing Invoice. The order detail includes all items from the original order. The standard printer hierarchy applies for the order.

Outcome of setting this control record

The system uses these settings and parameters once a user selects the Progress Billing check box on the sales order Totals tab.

Default Value(s)

Blank.

Action if set to Null

The Progress Billing check box is disabled on the sales order Totals tab.

Additional Information

None.