Select billing forecast records for billing

1. At the Asset Management main menu, select Customer | Billing | Billing Forecast. The Contract Billing Forecast display screen appears.
2. To select all records for a billing date:
   • Right-click on the row to be selected and select Select. All contracts represented by that row are included. The Include column (second from left) will show '*'.
3. To select individual contracts for a billing date:
   1. Right-click on the date row and select Zoom. This will show a more detailed version of the screen, where individual customer contracts may be selected.
   2. Right-click on a row to be selected and select Select. All units represented by that row are included. The Include column (second from left) will show '*'.
      • Note: If more than one section rolls up into another section (e.g. 2 insurance sections that both roll up into FIXED), when any of the 3 sections is selected in the forecast, the other 2 sections will be automatically selected.
4. To select individual units for a billing date:
   1. Right-click on the contract row and select Zoom. This will show a more detailed version of the screen, where individual units may be selected.
      • The text field that appears to the right of the base amount column will contain the following information:
      • • If the forecast record is a miscellaneous charge (Section is blank), the field will contain the miscellaneous charge code.
        • If the forecast record is for a fixed or time charge, the field will contain the Contract Base Type description (Day, Week, Month, 28 Day, Fixed).
        • Otherwise, the field will be blank.
   2. Right-click on a row to be selected and select Select. All records represented by that row are included. The Include column (second from left) will show '*'.

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