Process bill forecast

Note that multiple users can be in this function, processing information, at the same time. You can, of course, select any record to bill that is not already selected. If another user has already selected the record, then the program will not select it for you. If you deselect records at any level, the program will not deselect a record that has already been selected by another user.

1. At the Asset Management main menu, select Customer | Billing | Billing Forecast. The Contract Billing Forecast display screen appears.
2. Select the records to post, if not already selected.
3. Click Post to Billing . The Process Bill Forecast screen appears.
4. Fill in the fields as required.

   Contract Billing Datedefaults to the latest forecast date that you selected. You may change the billing date, but that does not change what is to be included. You can click on the calendar button to select the date.

   Print Proof identifies whether or not a billing proof should be printed.

5. Click Enter . The Confirm prompt appears.
6. Click Confirm.
   • A new Billing Control record is created. The values are set to indicate that this was created from the Billing Calendar rather than the user manually submitting a job using the 'Create Billing' menu.
   • The billing control number on the forecasted billing file is updated with the billing control number. The billing engine will use the billing control number to determine which records to process. Similarly, the Edit Billing Records and Print Proof will use the billing control to determine the set of billings to process.
   • The billing job is submitted using the billing control record.
   • You return to the Contract Billing Forecast display screen, where a message appears at the top right indicating that a billing batch now exists.
   • Note: The post program runs in batch mode. To view the batch you have created, click Edit Billing and it will show you the status of the batch that is being created. You can continue selecting/deselecting records at any time and create another batch if you want to. Of course, records already on a batch will stay on that batch and you cannot deselect records that are on a batch.
   • Once the status of the batch is Create Complete, you can edit that billing batch.

Back to Billing