The billing forecasting screens

There are 3 levels of Contract Billing Forecast display screens.

First Level

The first level screen summarizes contract billing forecast records by date. To access this screen, at the Asset Management or Lease Rental main menu, select Customer | Billing | Billing Forecast.

To refresh the screen, click Refresh .
To limit the list to billing records for a specific unit, type in or select the Unit number, then click Enter . If an invalid unit number is entered, you will receive the error "Unit does not exist." If a valid unit number is entered, the records on the screen are redisplayed to show only those for the selected unit number.
To toggle between all records, selected records only, or deselected records only, click All/Sel/Desel .
To toggle between all contracts, lease and usage pool, and rental contracts, click All Contracts/Lease and Usage Pool/Rental Contracts .
To toggle between all records (the default), only those records that require readings, or only those records that don't require readings, click All/RdgReq/NoRdgReq .

Second Level

The second level screen shows the individual contracts included for a selected billing date. It can be used to submit only a portion of the row for billing, or to investigate any unavailable estimates. 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.

To access this screen, at the first level screen right-click on the billing date and select Zoom. If a facility was entered on the first panel, that facility will be carried down to this second panel. If a unit number was entered on the first panel, it is defaults into the Unit number field at the tope of this screen.

To refresh the screen, click Refresh .
To limit the list to billing records for a specific unit, type in or select the Unit number, then click Enter . If an invalid unit number is entered, you will receive the error "Unit does not exist." If a valid unit number is entered, the records on the screen are redisplayed to show only those for the selected unit.
To toggle between all records, selected records only, or deselected records only, click Toggle .
To toggle between all section types, fixed & miscellaneous charges, or variable and usage pools, click on the Fixed and Miscellaneous Charges button. The text on the button changes to show the next possible selection. The text at the top right displays the current selection.

Third Level

The third level shows the individual units included in the selected customer/contract type/section. This would be used to submit only a portion of the row for billing, or to investigate any unavailable estimates.

To access this screen, at the second level, right-click on the row and select Zoom.

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.

If a facility was entered on a previous level, that facility will be carried down to this level.

To refresh the screen, click Refresh .
To toggle between all records, selected records only, or deselected records only, click Toggle .
To view the detail billing forecast for a line, right-click on the line and select Display. The Billing Forecast Record display screen appears. This screen will include any Free Amount and sub miles (Sub Amount) for the record.

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