After setting up progress billing, you can convert your completed order to a progress billing order. Make sure that no shipments have been made prior to using progress billing. The system has already calculated taxes and fees and the incremental billing takes it all into account. The final line item on the Progress Billing window is always the full balance due, so if changes are made to taxes or line item costs, the billing increments are adjusted accordingly and the system adds line items, if needed. You can manually adjust dollar amounts or percentages, if needed.
Changes made on the order after progress billing cycle has started immediately apply to the Progress Billing totals. For more information, see Adjusting Values in Progress Billing.
Keep in mind that regardless of the number of generations on the order, the entireorder is processed using Progress Billing once the order has been converted.
Important: You cannot convert an order to progress billing if any of the current generations are already invoiced. If the order contains an invoiced generation, then the system disables the Progress Billing option.
Each billing on a progress billing creates a generation for the order. The Body tab on the sales order displays the billed generation on the Order Summary Pane. Use the Progress Billing Queue to manage details about the billings and check statuses.
To convert a sales order to Progress Billing:
Create a sales order normally with all items, as needed, on the order.
Click the Totals tab and select Progress Billing to display the Progress Billing window.
The system populates the Order Total field with the current total for the entire order, including all generations, taxes, shipping and handling fees, etc.
Important: As soon as you save any information on the Progress Billing window, you cannot "undo" the Progress Billing conversion.
In the Number of Billings field, enter how many billings into which you want to split the order. For example, to split the order into quarters or 25% payments, enter 4.
Note:As long as there are open generations on the order, you can change the number of billings for the remaining amounts. The system prorates, as needed.
In the Followup Date in Progress Billing Queue field, enter the date on which the next billing should be sent.
After a billing is sent, this field populates with the next billing date. If none is entered, the system prompts you for a date entry.
Note: The
billing table is populated based on your entries. These values are not
fixed until a billing is sent, however, after a billing has been sent,
the line item is grayed out and inaccessible for editing. You can adjust
dollar amounts or percentages, if needed. See
The Current Order Totalfield displays the cumulative order total for the entire order.
The system populates the Progress Billing table. You can change some of these values based on how the order changes.
Select Print Shipment Invoice if you want to process invoices through the standard Eclipse method.
This field defaults to what is set in the
Select Print Product Detail if you want to display all the products on the order instead of just the billing summary on the invoice. The setting overrides the control maintenance record setting.
Select the billing you want to create and send to the customer.
Click Create Progress Billing.