Recurring Billing items can be linked to any Mover’s Suite module and are accessible through the Billing Information tab.
A common use of Recurring Billing Setup is to establish payment arrangements for storage services.
Listed below is the procedure to establish rating information for a recurring billed item.
Updating rating information on a Recurring Billing record
Note: This procedure assumes that the user has an established order record with recurring billing and that the user is attempting to have rating information pulled automatically by the application.
1. Access the Mover’s Suite application,
2. Find and select an order within the Order Information, Special Services, International, or Revenue Entry modules,
3. Access the Billing Information tab,
4. Click on the Recurring Billing Setup button to access the Recurring Billing Setup interface,
Figure 5: Recurring Billing Setup > Rate Table
5. Choose Rate Table from the available list as the source of rating information, if desired (see Automatic Rating Information Process section for more information),
6. Press Save to make the Rate Table change in effect,
7. Select a record from within the Billing Items section and press Edit, or press Add to define a new Billing Items record. The Add or Edit Billing Item dialog will appear,
Figure 6: Rating information within the Billing Item dialog
8. Select the Item Type (Code) from the drop-down menu. If the Rate Table (Rate Plan) and Item Type combination have been set up to automatically retrieve data, then the Rate Type and Rate fields will be populated once the Item Type is set (see Automatic Rating Information Process section for more information),
9. Optionally enter an Effective Date that this billing is to begin being in effect. See the Use of Effective Dates in Rating Systems section for more information,
10. Optionally enter a Discount percentage to be reduced from Total amount of the billing item,
11. Choose the Enter by hand radio button to manually enter the Rate value or choose the From Rate Plan option to have the application pull the Rate from the Rate Plan,
12. Enter Quantity values as needed. These fields are dynamically based on the selected Rate Type and are multiplied by the Rate to compute the Total charge,
Figure 7: Quantity fields labeled for Men and Hours
13. Choose the Calculated radio button to allow the application to compute the Total charge based on other settings or choose Enter by hand to manually enter the Total,
14. Enter other billing and location information as needed,
15. Click Save & New or Save & Close to keep the changes and add the list of detailed Billing Items.
Refer to the Recurring Billing Setup topic in the online help utility for more information on this subject.