Post a forecast billing run

1. At the Asset Management main menu, select Customer | Billing | Billing Forecast. The Contract Billing Forecast display screen appears.
2. Click Edit Billing . The Forecast Billing Batches screen appears.
3. Right-click on the batch and select Edit. The Edit Billing Records change screen appears for the batch. Records selected for billing have the word Yes in the Selected column.
4. Click Post . The Post Billings screen appears.
5. Change any field values as required.

   Invoice Dateis the date that will appear on the invoice.

   Bypass Consolidated Billingidentifies whether or not the invoice should be printed immediately (Yes). If No is selected, the invoice will be included on the next consolidated bill generated for the customer.

6. Click Enter.
   • The billing records will be posted and the system will create the related invoices.
   • The system will check the invoice date against the current open period in AR, using the dates set up in the period calendar.
   • Where appropriate, there will be a warning message to say that the invoice date will result in the invoice being posted to a future period, not the current open AR period.
   • The charges will be posted to their appropriate general ledger accounts, and invoices will be processed.
   • You return to the Contract Billing Control display screen where the message "Contract Posting Completed" appears at the bottom.

Back to Billing