You can edit or adjust values, as needed. Changes made on the order after progress billing cycle has started immediately apply to the Progress Billing totals. Totals and percentages are adjusted accordingly to any remaining billings. The system displays the Total of Order and Current Order Total fields. The Current Order Total field displays the total after all new charges have been applied.
Note: Transactions at the generation level are displayed on the Order Totals Summary window in the sales order.
To display the Progress Billing window:
Display the sales order that has progress billing data.
From the Additional menu, select Progress Billing.
Use the following table columns, as needed, to adjust the progress billing as the order changes:
|
Column |
Description |
|
Billing # |
Each billing into which the order is divided. Each billing displays on a separate line. This column is based on How Many Billings? field completed when first converting the order to Progress billing. |
|
Est Date |
The estimated date when the next willing is due to be sent. |
|
Description |
Any description for the individual billing that helps describe the incremental bill, such as Deposit or 4th Installment. |
|
% to Bill |
The percentage into which the order has been divided. For example, if you enter 4 in the How Many Billings? field, this column displays 25% increments initially. This means the value displays as 0.25. |
|
to Bill |
The dollar amount into which the order has been divided. For example, if you enter 4 in the How Many Billings? field and the order total was $100, this column displays $25.00 increments initially. |
|
If you change a value in either the % to Bill or To Bill fields, then the billings falling below that line on the table adjust accordingly. Line items that have been billed are grayed out and cannot be edited. The final billing line always displays the remaining balance and cannot be edited. If you try to change the percentage and it adds up to over 100% the system displays a warning and prompts you to check your percentages. Additionally, if you change billing dollars, the system tracks that you do not exceed the order's total. |
|
|
Billed |
The amount already billed to the customer. Once a billing has been sent, the % to Bill and to Bill fields on that line cannot be changed. |
|
Paid |
Indicates if the progress billing has been paid. |
|
Gen |
Indicates the generation for the order that has been paid. |
Save your changes and exit the window.