Billing Schedule
What has actually been invoiced against a contract, which the recognition schedule knows nothing about and the contract balance cannot be computed without.
Where to find it
- Module: Accounting
- Group: Revenue & Projects
- Section: Revenue Recognition
- Screen: Billing Schedule
Address in the console: /accounting/rev-billings
List · 8 columns · 11 fields on its form · 3 of them required · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Contract | Code | contract_no |
| Line | Number | line_no |
| Date | Date | billing_date |
| Type | Status | billing_type |
| Description | Text | description |
| Amount | Amount | amount |
| Invoice | Code | ar_invoice_no |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Contract required | Choice | Looked up from existing records | |
| Obligation | Choice | Looked up from existing records | |
| Line | Number | ||
| Billing date required | Date | ||
| Period | Text | ||
| Description | Text | ||
| Amount required | Number | ||
| Tax | Number | ||
| Currency | Choice | Looked up from existing records | |
| Type | Choice | scheduled, milestone, usage, advance, arrears, final, credit | |
| Invoice | Choice | Looked up from existing records | Once linked, the line follows the invoice: invoiced when it posts, paid when it is paid. |
What you can do here
Mark due primary
Asks for confirmation: The time to bill this has come? Raise its invoice and link it on the line.
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.