Recalculate Staged Billing Profile

Explanation

Once a staged billing profile has been entered, various reasons to alter it may arise. For instance, the customer order line amount can be changed or the billing stage agreement with the customer can be renewed. When the effect of any such alteration is that the overall sum of all the staged billing lines is no longer equivalent to the amount of the customer order line, an automatic recalculation takes place in the following alternative cases:

• When there is at least one stage that has been debited, the billing stages are automatically recalculated. (The amount remains, while the percentage is altered resulting in that the total percentage is not 100.)
• The recalculation is automatically performed on all staged billing lines if no stage has been debited when the value of a customer order line is changed. (The percentages remain, while the amounts are altered.)

It is highly recommended, however, to review such recalculations and manually correct them if necessary.

Prerequisites

• A customer order must have been entered and saved, together with at least one customer order line.
• A staged billing profile must exist.

System Effects

The values of all billing stages of a selected order line are recalculated in proportion to the total change of value of the order line. If any stage is already debited the values are fixed and the percentage is recalculated. This results in that the percentage has to be manually adjusted to add up to 100 percent.

Window

Customer Order
Customer Order Lines
Staged Billing Profile

Related Window Descriptions

Customer Order
Customer Order/Order Lines
Customer Order Lines
Staged Billing Profile

Procedure

The staged billing profile window could be opened from the Navigator directly. It is equally possible to open the same window from the customer order window by selecting the appropriate customer order line and choosing Staged Billing Profile... in the Operations menu.

1. Review the billing stages already entered and alter or remove stages if necessary.
2. If required, add stages as described in the activity description Enter Staged Billing Profile.