The Create Billing Line concurrent program reads billing plans associated to source order lines and then creates billing lines (invoice lines) in the same sales order in which the source order line exists.
For more information about recurring billing, see:
You can submit the concurrent program for any or all of the following combinations:
Sales Order
Sales Order and Line
Order Type
Line Type
Customer Name and Customer Number
Bill Date range
Navigate to the Submit Request window, and select Create Billing Lines in the Name field.
Select the Operating Unit for which you want to create billing lines. The Operating Unit displays by default from the profile option MO: Default Operating Unit.
Enter the following information:
| Field | Description |
|---|---|
| Customer Name | (Optional) Select the name of the customer for which you want to create billing lines. |
| Customer Number | (Optional) Select the number of the customer for which you want to create billing lines. |
| Order Type | (Optional) Select the order type for which you want to create billing lines. |
| Line Type | (Optional) Select the line type for which you want to create billing lines. |
| Sales Order Number | (Optional) Select the sales order number for which you want to create billing lines. After you select the sales order number, the Line (Source Order Line) field becomes available. |
| Line (Source Order Line) | (Optional) Select the line associated with the sales order for which you want to create billing lines. |
| Bill Date (From) and Bill Date (To) | (Optional) Select the bill date range for which you want to create billing lines. |
Click OK.
Click Submit.
The program retrieves all eligible source order lines related to the parameters entered for the program. Then the program reads the billing plans associated to the source order lines to create billing lines (invoice lines) in the same sales order in which the source order line exists. The Bill Amount field is populated for a billing line and the Recurring Billing Line Type for a billing line is Billing Line.
If the billing plan has a fixed number of periods, the program picks all billing plan lines that match this criteria:
System date is greater than or equal to Bill Date on the billing plan line
Billing Plan Status is Billing In Progress or Open
Source order line is closed
If the billing plan has an indefinite number of periods, the program picks all billing plan lines that match this criteria:
Billing plan line is due between system date and Bill Date of last billing plan line or Start Date
Billing Plan Status is Billing In Progress or Open
Source order line is closed
If the billing plan has milestone periods, the program picks all billing plan lines that match all of the following criteria:
The sales order is booked
The bill date is available on the billing plan line.
The SYSDATE is greater than or equal to the bill date on the billing plan line.
The billing line is not generated.
The billing plan status is Billing in Progress or Open.
The system checks that there is no change to the source order line amount since the billing plan was last updated. If there is a change, the billing plan status is set to Review Required and no billing plan lines are created.
After the program completes, you can view the output file which displays the billing lines that were created. The output files lists the source order, source line, and billing plan line for which the billing line was created. Plus, the output file displays messages for those billing lines that were not able to be created.
If the billing plan has a fixed number of periods, the program updates the Billed Line column and Billed Line Status column for the billing plan in the Billing Plan page to reflect the line number and line status for the newly created billing line. If the billing plan has an indefinite number of periods, the program populates the billed lines in the Billing Plan Lines region of the Billing Plan page. The program populates the Sequence, Bill Date, and Bill Amount, Billed Line, and Billed Line Status columns for the newly created billing lines. If the billing plan has milestone periods, the program updates the Billed Line column and Billed Line Status column for the billing plan in the Billing Plan page to reflect the line number and line status for the newly created billing line.
For more information about recurring billing, see: