Reset Billing for Periodic Billing Orders

Reference No: 29608

Details

Support has been provided to Reset the Billing for Periodic Billing Orders. The Reset Billing is supported with or without Day-Week-Month Pricing being selected.

The following are the work flows for enabling and disabling the Day-Week-Month Pricing option and the Amount Calculation depending on the Configuration settings:

Workflow for Day-Week-Month Pricing enabled

1. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box > save and exit the Configuration module. This is, as shown in the Figure 1.0.

Figure 1.0 Configuration setting for enabling Day-Week-Month Pricing

2. Select the Account module > click the Reservation button . The Order in Formation window is displayed, as shown in the Figure 1.1.  Create an Order [ORD-338 ] for 28 Days  starting from 15-Jan-2018.

Figure 1.1 Order in Formation Window

NOTE: When the Day-Week-Month Pricing check box is enabled in the Configuration module, that is reflected or defaulted in the Order in Formation window. If the Day-Week-Month Pricing check box is not enabled in the Configuration module, you can enable or disable it by selecting the Day-Week-Month Pricing check box in the Order in Formation window.

3. Click the OK button.

4. Create an Item [CAMERAHD] and receive some stock > define the Pricing as following: Day Price as 100, Week Price as 300 and Month Price as 900. This is, as shown in the Figure 1.2.

Figure 1.2 Pricing List Window

5. In the Order [ORD-338 ], observe that the Day/Each Price,  Week Price and Month Price are fetched from the Pricing definition provided in the Item. This is, as shown in the Figure 1.3.

Figure 1.3 Rental Reservation Order

NOTE: When the Day-Week-Month Pricing check box is selected, the Unit Price, DIW and DIM columns will not be visible.

Workflow for Day-Week-Month Pricing disabled

The following work flows explain how the Reset Billing option works when the Day-Week-Month Pricing option is not selected.

1. Select the Configuration module > Pricing / Billing tab > clear the Day-Week-Month Pricing check box > save and exit the Configuration module. When the Day-Week-Month Pricing check box is cleared in the Configuration module, that is reflected or defaulted in the Order in Formation window. This is, as shown in the Figure 1.4.

Figure 1.4 Order in Formation Window

2. Create a Rental Reservation Order [ORD-342] for 28 Days starting from 15-Jan-2018.

3. To the Order [ORD-342], add an Item [CAMERAHD] having the Pricing defined as Day Price as 100, Week Price as 300 and Month Price as 900.  Observe that the Unit Price is fetched from the Pricing defined in the Item. This is, as shown in the Order as follows:

Figure 1.5 Order with Day-Week-Month Pricing off

NOTE: The system works in the same manner for other - Unit, Serial Kits and Non-Serial Kits as well.

Work flow 1: Periodic Billing -Daily and Reset Billing selected

4. Select the Dates tab > Edit Dates> enter DIW as 3 and DIM as 9 > click OK button.

5. Select the Payment tab > select Pay At as Periodic Billing > click the Billing Terms importable button. The Billing Terms window is displayed with the details, as shown in Figure 1.6. A new check box is provided in the Billing Terms dialog.

1. When the Reset  Billing check box is selected, then the Amount calculation in the Order and Invoice resets the Price every Billing cycle.

2. When the Reset Billing check box is not selected, then the Invoice calculation in the Order and Invoice resets the Price based on Pricing by 28days or Calendar Month setting in Configuration module.

3. The Reset Billing check box in Billing Terms dialog is available for both Day-Week-Month Pricing selected and when Day-Week-Month Pricing is not selected in Orders.

Figure 1.6 Billing Terms Window

6. Select the Reset Billing check box in Billing Terms dialog > click the OK button > Tag the Billing Terms [ID414825]. Observe that the Order Amount  is 900.

7. Select the View menu > Payment Schedules. The Payment Schedules window is displayed.  This is, as shown in the Figure 1.7.

Figure 1.7 Rental Reservation Order

Work flow 2: Periodic Billing -Daily and Reset Billing not selected

8. Select the Payment tab > select Pay At as Periodic Billing > click the Billing Terms importable button. The Billing Terms window is displayed.

9. Tag the Billing Terms [ID351286]  with the details, as shown in Figure 1.8 > click the OK button.

Figure 1.8 Billing Terms Window

10. Observe that the Order Amount  is 900. Select the View menu > Payment Schedules. The Payment Schedules window is displayed. This is, as shown in the Figure 1.9. Close the Payment Schedules window.

Figure 1.9 Rental Reservation Order

Work flow 3: Periodic Billing -Weekly and Reset Billing selected

11. Select the Payment tab > select Pay At as Periodic Billing > click the Billing Terms importable button. The Billing Terms window is displayed.

12. Tag the Billing Terms [ID335289]  with the details, as shown in Figure 1.10 > click the OK button.

Figure 1.10 Billing Terms Window

13. Observe that the Order Amount  is 1200. Select the View menu > Payment Schedules. The Payment Schedules window is displayed. This is, as shown in the Figure 1.9. Close the Payment Schedules window.

Figure 1.11 Rental Reservation Order

Work flow 4: Periodic Billing -Weekly and Reset Billing not selected

14. Select the Payment tab > select Pay At as Periodic Billing > click the Billing Terms importable button. The Billing Terms window is displayed.

15. Tag the Billing Terms [ID409910]  with the details, as shown in Figure 1.12 > click the OK button.

Figure 1.12 Billing Terms Window

16. Observe that the Order Amount  is 900. Select the View menu > Payment Schedules. The Payment Schedules window is displayed. This is, as shown in the Figure 1.13.  Close the Payment Schedules window.

Figure 1.13 Rental Reservation Order

Work flow 5: Periodic Billing -Monthly (Day Of Month) and Reset Billing selected

17. Select the Payment tab > select Pay At as Periodic Billing > click the Billing Terms importable button. The Billing Terms window is displayed.

18. Tag the Billing Terms [ID303335]  with the details, as shown in Figure 1.14 > click the OK button.

Figure 1.14 Billing Terms Window

19. Observe that the Order Amount  is 900. Select the View menu > Payment Schedules. The Payment Schedules window is displayed. This is, as shown in the Figure 1.15.  Close the Payment Schedules window.

Figure 1.15 Rental Reservation Order

Work flow 6: Periodic Billing -Monthly (Day Of Month) and Reset Billing not selected

20. Select the Payment tab > select Pay At as Periodic Billing > click the Billing Terms importable button. The Billing Terms window is displayed.

21. Tag the Billing Terms [ID417738]  with the details, as shown in Figure 1.16 > click the OK button.

Figure 1.16 Billing Terms Window

22. Observe that the Order Amount  is 900. Select the View menu > Payment Schedules. The Payment Schedules window is displayed. This is, as shown in the Figure 1.17.  Close the Payment Schedules window.

Figure 1.17 Rental Reservation Order

Work flow 7: Periodic Billing -Monthly (End Of Month) and Reset Billing selected

23. Select the Payment tab > select Pay At as Periodic Billing > click the Billing Terms importable button. The Billing Terms window is displayed.

24. Tag the Billing Terms [ID417763]  with the details, as shown in Figure 1.18 > click the OK button.

Figure 1.18 Billing Terms Window

25. Observe that the Order Amount  is 1500. Select the View menu > Payment Schedules. The Payment Schedules window is displayed. This is, as shown in the Figure 1.19.  Close the Payment Schedules window.

Figure 1.19 Rental Reservation Order

Work flow 8: Periodic Billing -Monthly (End Of Month) and Reset Billing not selected

26. Select the Payment tab > select Pay At as Periodic Billing > click the Billing Terms importable button. The Billing Terms window is displayed.

27. Tag the Billing Terms [ID417677]  with the details, as shown in Figure 1.20 > click the OK button.

Figure 1.20 Billing Terms Window

28. Observe that the Order Amount  is 900. Select the View menu > Payment Schedules. The Payment Schedules window is displayed. This is, as shown in the Figure 1.21.  Close the Payment Schedules window.

Figure 1.21 Rental Reservation Order

Workflow for Order and Invoice Amount calculation

The Amount calculation differs based on the following options in the Configuration settings:

• Allow Fractional Charge Duration On Order

• Pricing Month By : Calendar Month or 28 Days

• Charge Duration based on Mid Night

The cases below explain the highlighted Configuration Settings and its effect on the Order and Invoice calculations in different permutations and combinations.

Case 1 Allow Fractional Charge Duration On Order

 In the Configuration module > Pricing / Billing tab > select the Allow Fractional Charge Duration On order check box.

NOTE: When the Allow Fractional Charge Duration On order check box is selected, the Charge Duration Based on Mid Night check box is automatically cleared.

Case1 Billing Terms - Daily

Workflow 1:  Configuration > Pricing Month By as Calendar Month or 28 days and Order > Periodic Billing > Daily having Reset Billing selected

1. Select the Day-Week-Month Pricing check box as explained above.

2. Create an Item [CAMERAHD] and receive some stock > define the Pricing as following: Day Price as 100, Week Price as 300 and Month Price as 900.  This is, as shown in Figure 2.0.

Figure 2.0 Pricing List Window

3. Create a Rental Reservation Order [ORD-344] from 15-Jan-2018 for 40 Days. observe that the Day/Each Price,  Week Price and Month Price are fetched from the Pricing definition provided in the Item.

4. Select the Payment tab > select Pay At as Periodic Billing > click the Billing Terms importable button. The Billing Terms window is displayed.

5. Tag the Billing Terms [ID414825]  with the details, as shown in Figure 2.1 > click the OK button.

Figure 2.1 Billing Terms Window

6. Observe the Order  [ORD-344] is, as shown in the Figure 2.2.

Figure 2.2 Rental Reservation Order

7. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. There will be 40 separate Invoices generated for 40 days separately as the Billing is Daily and Reset Billing check box is selected. This is, as shown in the Figure 2.3.

Figure 2.3 Invoices Generated

8. Exit the Payment Schedules window and close the Order.

Workflow 2:  Configuration > Pricing Month By as 28 days and Order > Periodic Billing > Daily having Reset Billing not selected

1. Select the Day-Week-Month Pricing check box as explained above. And from the Configuration module > Pricing / Billing > Pricing Month By > select the 28 Days drop-down option

2. Create an Item [CAMERAHD] and receive some stock > define the Pricing as following: Day Price as 100, Week Price as 300 and Month Price as 900.  This is, as shown in Figure 2.4.

Figure 2.4 Pricing List Window

3. Create a Rental Reservation Order [ORD-344] from 15-Jan-2018 for 40 Days. observe that the Day/Each Price,  Week Price and Month Price are fetched from the Pricing definition provided in the Item.

4. Select the Payment tab > select Pay At as Periodic Billing > click the Billing Terms importable button. The Billing Terms window is displayed.

5. Tag the Billing Terms [ID414825]  with the details, as shown in Figure 2.5 > click the OK button.

Figure 2.5 Billing Terms Window

6. Observe the Order [ORD-344] is , as shown in the Figure 2.6

Figure 2.6 Rental Reservation Order

7. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. There will be 15 separate Invoices generated. Since the Week Price is 300 and Month Price is 900, 9 Invoices will be generated in the month of January and 6 Invoices will be generated in the month of February as the Billing is Daily and Reset Billing check box is not selected. This is, as shown in the Figure 2.7.

Figure 2.7 Invoices Generated

8. Exit the Payment Schedules window and close the Order.

Workflow 3:  Configuration > Pricing Month By as Calendar Month and Order > Periodic Billing > Daily having Reset Billing not selected

9. From the Configuration module > Pricing / Billing > Pricing Month By > select the Calendar Month drop-down option.

10. Select the Day-Week-Month Pricing check box  > save and exit the Configuration module.

11. Select the Account module > Search Orders > open the Order [ORD-344] is, as shown in the Figure 2.8.

Figure 2.8 Rental Reservation Order

12. Since the Week Price is 300 and Month Price is 900, 9 Invoices will be generated in the month of January and 5 Invoices will be generated in the month of February. This is, as shown in the Figure 2.9.

Figure 2. 9 Invoices

13. Exit the Payment Schedules window and close the Order.
    

Case 1 Billing Terms - Weekly

Workflow 4:  Configuration > Pricing Month By : Calendar Month or 28 Days and Periodic Billing > Weekly having Reset Billing selected

1. From the  Configuration module, select the Day-Week-Month Pricing check box  > save and exit.

2. Create an Item [CAMERAHD] and receive some stock > define the Pricing as following: Day Price as 100, Week Price as 300 and Month Price as 900.  This is, as shown in the above Figure 2.4

3. Select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Weekly having Reset Billing selected.

Figure 2.10 Billing Terms

Observe the Order Amount being displayed as shown in Figure 2.11.

Figure 2.11 Rental Reservation Order

4. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe 6 Invoices generated in Figure 2.12.

Figure 2.12 Invoices

Exit the Payment Schedules window and close the Order.

Workflow 5:  Configuration > Pricing Month By : Calendar Month and Periodic Billing > Weekly having Reset Billing not selected

5. Select the Configuration module > select Pricing Month By as Calendar Month > save and exit.

6. From the Order, select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Weekly and clear the Reset Billing check box, as shown in the Figure 2.13.  

Figure 2.13 Billing Terms

Observe the Order Amount as1200, as shown in the Figure 2.14.

Figure 2.14 Rental Reservation Order

7. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 2.15

Figure 2.15 Invoices

8. Exit the Payment Schedules window and close the Order.

Workflow 6:  Configuration > Pricing Month By : 28 Days and Periodic Billing > Weekly having Reset Billing not selected

9. Select the Configuration module > select Pricing Month By as 28 Days > save and exit.

10. From the Order, select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Weekly and clear the Reset Billing check box, as shown in the Figure 2.16.  

Figure 2.16 Billing Terms

Observe the Order Amount as1400, as shown in the Figure 2.17.

Figure 2.17 Rental Reservation Order

11. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe 5 Invoices generated in Figure 2.18.

Figure 2.18 Invoices

12. Exit the Payment Schedules window and close the Order.

Case 1 Billing Terms - Monthly

Workflow 7:  Configuration > Pricing Month By : 28 Days and Periodic Billing > Monthly (Day Of Month) having Reset Billing selected

1. From the  Configuration module, select the Day-Week-Month Pricing check box  > save and exit.

2. Create an Item [CAMERAHD] and receive some stock > define the Pricing as following: Day Price as 100, Week Price as 300 and Month Price as 900.  This is, as shown in the above Figure 2.4

3. Create a Rental Reservation Order [ORD-346] from 15-Jan-2018 for 100 days.

4. Add the Item [CAMERAHD] to the Order [ORD-346]

5. From the Order, select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as Day Of Month > select the Reset Billing check box.

Figure 2.19 Billing Terms

The Order Amount is 1500. This is displayed in the Figure 2.20.

Figure 2.20 Rental Reservation Order

6. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe 4 Invoices generated in Figure 2.18.

Figure 2.21 Invoices

7. Exit the Payment Schedules window and close the Order.

Workflow 7:  Configuration > Pricing Month By : 28 Days and Periodic Billing > Monthly (Day Of Month) having Reset Billing not selected

8. From the Order, select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as Day Of Month > and clear the Reset Billing check box.

Figure 2.22 Billing Terms

Observe the Order Amount to be 3500 as shown below.

Figure 2.23 Rental Reservation Order

9. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe 4 Invoices generated in Figure 2.24.

Figure 2.24 Invoices

10. Exit the Payment Schedules window and close the Order.

Workflow 9:  Configuration > Pricing Month By : Calendar Month and Periodic Billing > Monthly (Day Of Month) having Reset Billing selected

1. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as Calendar Month > save and exit.

2. Create an Item [CAMERAHD] and receive some stock > define the Pricing as following: Day Price as 100, Week Price as 300 and Month Price as 900.  This is, as shown in the above Figure 2.4

3. From the Order [ORD-346] and add the Item [CAMERAHD] > select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as Day Of Month > and select the Reset Billing check box. Observe the Order Amount in the Figure 2.25.

Figure 2.25 Rental Reservation Order

4. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe 4 Invoices generated in Figure 2.26.

Figure 2.26 Invoices

5. Exit the Payment Schedules window and close the Order.

Workflow 10:  Configuration > Pricing Month By : Calendar Month and Periodic Billing > Monthly (Day Of Month) having Reset Billing check box not selected

6. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as Calendar Month > save and exit.

7. From the Order [ORD-346] > select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as Day Of Month >  and clear the Reset Billing check box, as shown in the Figure 2.27. Observe the Order Amount in the Figure 2.28.

Figure 2.27 Billing Terms

Figure 2.28 Rental Reservation Order

8. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe 4 Invoices generated in Figure 2.29.

Figure 2.29 Invoices

9. Exit the Payment Schedules window and close the Order.

Workflow 11:  Configuration > Pricing Month By : 28 Days and Periodic Billing > Monthly (End Of Month) having Reset Billing check box selected

10. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as 28 Days > save and exit.

11. From the Order [ORD-346] > select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly  > Charge Day as End Of Month > select the Reset Billing check box, as shown in the Figure 2.30. Observe the Order Amount in the Figure 2.31.

Figure 2.30 Billing Terms

Figure 2.31 Rental Reservation Order

12. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe 4 Invoices generated in Figure 2.29.

Figure 2.32 Invoices

13. Exit the Payment Schedules window and close the Order.

Workflow 12:  Configuration > Pricing Month By : 28 Days and Periodic Billing > Monthly (End Of Month) having Reset Billing check box not selected

14. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as 28 Days > save and exit.

15. From the Order [ORD-346] > select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly  and clear the Reset Billing check box , as shown in the Figure 2.33. Observe the Order Amount in the Figure 2.34.

Figure 2.33 Billing Terms

Figure 2.34 Rental Reservation Order

16. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe 4 Invoices generated in Figure 2.35.

Figure 2.35 Invoices

17. Exit the Payment Schedules window and close the Order.

Workflow 13:  Configuration > Pricing Month By : Calendar Month and Periodic Billing > Monthly (End Of Month) having Reset Billing check box selected

18. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as Calendar Month > save and exit.

19. From the Order [ORD-346] > select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly  > Charge Day as End Of Month > select the Reset Billing check box, as shown in the Figure 2.36. Observe the Order Amount in the Figure 2.37.

Figure 2.36 Billing Terms

Figure 2.37 Rental Reservation Order

20. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe 4 Invoices generated in Figure 2.38.

Figure 2.38 Invoices

21. Exit the Payment Schedules window and close the Order.
    

Workflow 14:  Configuration > Pricing Month By : Calendar Month and Periodic Billing > Monthly (End Of Month) having Reset Billing check box not selected

22. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as Calendar Month > save and exit.

23. From the Order [ORD-346] > select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly  > Charge Day as End Of Month > clear the Reset Billing check box, as shown in the Figure 2.39. Observe the Order Amount in the Figure 2.40.

Figure 2.39 Billing Terms

Figure 2.40 Rental Reservation Order

24. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the 4 Invoices generated in Figure 2.38.

Figure 2.41 Invoices

25. Exit the Payment Schedules window and close the Order.

Case 2: Allow Fractional Charge Duration On Order not selected and Charge Based on Midnight not selected

Case 2 . Billing Terms - Daily

Workflow 1:  Configuration > Pricing Month By : Calendar Month or 28 Days and Periodic Billing > Daily having Reset Billing check box selected

1. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as 28 Days or Calendar Month.

2. Clear the Allow Fractional Charge Duration On Order and Charge Based on Midnight check boxes > save and exit.

3. Create an Item [CAMERAHD] and receive some stock > define the Pricing as following: Day Price as 100, Week Price as 300 and Month Price as 900.  This is, as shown in the above Figure 2.4

4. Create a Rental Reservation Order [ORD-347] from 15-Jan-2018 for 40 days.

5. Add the Item [CAMERAHD] to the Order [ORD-347].

6. From the Order [ORD-347], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Daily > select the Reset Billing check box.

Figure 3.0 Billing Terms

Click the OK button and tag the Billing Terms and observe the Order Amount, as shown in the Figure 3.1.

Figure 3.1 Rental Reservation Order

7. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 3.2. There are 40 separate Invoices generated for 40 days separately as the Billing is Daily and Reset Billing check box is selected

Figure 3.2 Invoices

8. Exit the Payment Schedules window and close the Order.

Workflow 2:  Configuration > Pricing Month By : Calendar Month and Periodic Billing > Daily having Reset Billing check box  not selected

9. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as Calendar Month > save and exit.

10. From the Order [ORD-347], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Daily > clear the Reset Billing check box.  

Figure 3.3 Billing Terms

Click the OK button and tag the Billing Terms and observe the Order Amount, as shown in the Figure 3.4.

Figure 3.4 Rental Reservation Order

11. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 3.5. There are 14 separate Invoices generated.

Figure 3.5 Invoices

12. Exit the Payment Schedules window and close the Order.

Workflow 3:  Configuration > Pricing Month By : 28 Days and Periodic Billing > Daily having Reset Billing check box  not selected

13. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as 28 Days > save and exit.

14. From the Order [ORD-347], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Daily > clear the Reset Billing check box.  

Figure 3.6 Billing Terms

Click the OK button and tag the Billing Terms and observe the Order Amount, as shown in the Figure 3.7.

Figure 3.7 Rental Reservation Order

15. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 3.8. There are 15 separate Invoices generated.

Figure 3.8 Invoices

16. Exit the Payment Schedules window and close the Order.

Case 2 . Billing Terms - Weekly

Workflow 4:  Configuration > Pricing Month By : Calendar Month or 28 Days and Periodic Billing >  Weekly having Reset Billing check box  selected

1. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as 28 Days or Calendar Month.

2. Clear the Allow Fractional Charge Duration On Order and Charge Based on Midnight check boxes > save and exit.

3. Create an Item [CAMERAHD] and receive some stock > define the Pricing as following: Day Price as 100, Week Price as 300 and Month Price as 900.  This is, as shown in the above Figure 2.4

4. Create a Rental Reservation Order [ORD-347] from 15-Jan-2018 for 37 days.

5. Add the Item [CAMERAHD] to the Order [ORD-347].

6. From the Order [ORD-347], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Weekly > select the Reset Billing check box.

Figure 3.9 Billing Terms

Tag the Billing Terms and observe the Order Total in the Figure 3.10.

Figure 3.10 Rental Reservation Order

7. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 3.11. There are 6 separate Invoices generated.

Figure 3.11 Invoices

8. Exit the Payment Schedules window and close the Order.

Workflow 5:  Configuration > Pricing Month By : 28 Days and Periodic Billing >  Weekly having Reset Billing check box  not selected

9. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as 28 Days.

10. Clear the Allow Fractional Charge Duration On Order and Charge Based on Midnight check boxes > save and exit.

11. From the Order [ORD-347], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Weekly > clear the Reset Billing check box.

Figure 3.12 Billing Terms

Tag the Billing Terms and observe the Order Total in the Figure 3.13.

Figure 3.13 Rental Reservation Order

12. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 3.14. There are 6 separate Invoices generated.

Figure 3.14 Invoices

13. Exit the Payment Schedules window and close the Order.

Workflow 6:  Configuration > Pricing Month By : Calendar  and Periodic Billing >  Weekly having Reset Billing check box  not selected

14. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as Calendar Month.

15. Clear the Allow Fractional Charge Duration On Order and Charge Based on Midnight check boxes > save and exit.

16. From the Order [ORD-347], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Weekly > clear the Reset Billing check box.

Figure 3.15 Billing Terms

Tag the Billing Terms and observe the Order Total in the Figure 3.16.

Figure 3.16 Rental Reservation Order

17. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 3.17. There are 4 separate Invoices generated.

Figure 3.17 Invoices

18. Exit the Payment Schedules window and close the Order.

Case 2 . Billing Terms - Monthly

Workflow 7:  Configuration > Pricing Month By : Calendar Month  and Periodic Billing >  Monthly (Day Of Month) having Reset Billing check box  selected

1. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as Calendar Month.

2. Clear the Allow Fractional Charge Duration On Order and Charge Based on Midnight check boxes > save and exit.

3. Create an Item [CAMERAHD] and receive some stock > define the Pricing as following: Day Price as 100, Week Price as 300 and Month Price as 900.  This is, as shown in the above Figure 2.4

4. Create a Rental Reservation Order [ORD-349] from 15-Jan-2018 for 37 days.

5. Add the Item [CAMERAHD] to the Order [ORD-349].

6. From the Order [ORD-349], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as Day Of  Month > select the Reset Billing check box.

Figure 3.18 Billing Terms

Tag the Billing Terms and observe the Order Total in the Figure 3.19.

Figure 3.19 Rental Reservation Order

7. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 3.20. There are 4 separate Invoices generated.

Figure 3.20 Invoices

8. Exit the Payment Schedules window and close the Order.

Workflow 8:  Configuration > Pricing Month By : Calendar Month  and Periodic Billing >  Monthly (Day Of Month) having Reset Billing check box not selected

9. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as Calendar Month.

10. Clear the Allow Fractional Charge Duration On Order and Charge Based on Midnight check boxes > save and exit.

11. From the Order [ORD-349], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as Day Of  Month > clear the Reset Billing check box.

Figure 3.21 Billing Terms

Tag the Billing Terms and observe the Order Total in the Figure 3.22.

Figure 3.22 Rental Reservation Order

12. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 3.23. There are 4 separate Invoices generated.

Figure 3.23 Invoices

13. Exit the Payment Schedules window and close the Order.

Workflow 9:  Configuration > Pricing Month By : 28 Days and Periodic Billing >  Monthly (Day Of Month) having Reset Billing check box selected

14. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as 28 Days.

15. Clear the Allow Fractional Charge Duration On Order and Charge Based on Midnight check boxes > save and exit.

16. From the Order [ORD-349], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as Day Of  Month > select the Reset Billing check box.

Figure 3.24 Billing Terms

Tag the Biling Terms and observe the Order Total in the Figure 3.25

Figure 3.25 Rental Reservation Order

17. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 3.26. There are 4 separate Invoices generated.

Figure 3.26 Invoices

18. Exit the Payment Schedules window and close the Order.

Workflow 10:  Configuration > Pricing Month By : 28 Days and Periodic Billing >  Monthly (Day Of Month) having Reset Billing check box not selected

19. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as 28 Days.

20. Clear the Allow Fractional Charge Duration On Order and Charge Based on Midnight check boxes > save and exit.

21. From the Order [ORD-349], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as Day Of  Month > clear the Reset Billing check box.

Figure 3.27 Billing Terms

Tag the Billing Terms and observe the Order Total in the Figure 3.28.

Figure 3.28 Rental Reservation Order

22. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 3.29. There are 4 separate Invoices generated.

Figure 3.29 Invoices

23. Exit the Payment Schedules window and close the Order.

Workflow 11:  Configuration > Pricing Month By : 28 Days and Periodic Billing >  Monthly (End Of Month) having Reset Billing check box selected

24. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as 28 Days.

25. Clear the Allow Fractional Charge Duration On Order and Charge Based on Midnight check boxes > save and exit.

26. From the Order [ORD-349], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as End Of  Month > select the Reset Billing check box.

Figure 3.30 Billing Terms

Tag the Billing Terms and observe the Order Total in the Figure 3.31.

Figure 3.31 Rental Reservation Order

27. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 3.32. There are 4 separate Invoices generated.

Figure 3.32 Invoices

28. Exit the Payment Schedules window and close the Order.

Workflow 12:  Configuration > Pricing Month By : 28 Days and Periodic Billing >  Monthly (End Of Month) having Reset Billing check box not selected

29. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as 28 Days.

30. Clear the Allow Fractional Charge Duration On Order and Charge Based on Midnight check boxes > save and exit.

31. From the Order [ORD-349], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as End Of  Month > clear the Reset Billing check box.

Figure 3.33 Billing Terms

Tag the Billing Terms and observe the Order Total in the Figure 3.34.

Figure 3.34 Rental Reservation Order

32. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 3.35. There are 4 separate Invoices generated.

Figure 3.35 Invoices

33. Exit the Payment Schedules window and close the Order.

Workflow 13:  Configuration > Pricing Month By : Calendar Month and Periodic Billing >  Monthly (End Of Month) having Reset Billing check box selected

34. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as Calendar Month.

35. Clear the Allow Fractional Charge Duration On Order and Charge Based on Midnight check boxes > save and exit.

36. From the Order [ORD-349], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as End Of  Month > select the Reset Billing check box.

Figure 3.36 Billing Terms

Tag the Billing Terms and observe the Order Total in the Figure 3.37.

Figure 3.37 Rental Reservation Order

37. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 3.38. There are 4 separate Invoices generated.

Figure 3.38 Invoices

38. Exit the Payment Schedules window and close the Order.

Workflow 14:  Configuration > Pricing Month By : Calendar Month and Periodic Billing >  Monthly (End Of Month) having Reset Billing check box not selected

39. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as Calendar Month.

40. Clear the Allow Fractional Charge Duration On Order and Charge Based on Midnight check boxes > save and exit.

41. From the Order [ORD-349], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as End Of  Month > clear the Reset Billing check box.

Figure 3.39 Billing Terms

Tag the Billing Terms and observe the Order Total in the Figure 3.40.

Figure 3.40 Rental Reservation Order

42. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 3.41. There are 4 separate Invoices generated.

Figure 3.41 Invoices

43. Exit the Payment Schedules window and close the Order.

Case 3 Charge Based on Mid Night

The following workflows explain the Charge Based On Mid Night option in detail.

Case3 Billing Terms - Daily

Workflow 1:  Configuration > Pricing Month By as Calendar Month or 28 days and Order > Periodic Billing > Daily having Reset Billing selected

1. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as 28 days or Calendar Month.

2. In the Configuration module > Pricing / Billing tab > clear the Allow Fractional Charge Duration On order check box and select the Charge Based On Mid Night check box.

3. Create an Item [CAMERAHD] and receive some stock > define the Pricing as following: Day Price as 100, Week Price as 300 and Month Price as 900.  This is, as shown in the above Figure 2.4

4. Create a Rental Reservation Order [ORD-350] from 15-Jan-2018 for 40 days.

5. Add the Item [CAMERAHD] to the Order [ORD-350].

6. From the Order [ORD-350], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Daily > select the Reset Billing check box.

Figure 4.0 Billing Terms

Tag the Billing Terms and observe the Order Total in the Figure 4.1.

Figure 4.1 Rental Reservation Order

7. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 4.2. There are 40 separate Invoices generated.

Figure 4.2 Invoices

8. Exit the Payment Schedules window and close the Order.

Workflow 2:  Configuration > Pricing Month By as Calendar Month and Order > Periodic Billing > Daily having Reset Billing not selected

9. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as Calendar Month.

10. In the Configuration module > Pricing / Billing tab > clear the Allow Fractional Charge Duration On order check box and select the Charge Based On Mid Night check box.

11. From the Order [ORD-350], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Daily > clear the Reset Billing check box.

Figure 4.3 Billing Terms

Tag the Billing Terms and observe the Order Total in the Figure 4.4.

Figure 4.4 Rental Reservation Order

12. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 4.5. There are 14 separate Invoices generated.

Figure 4.5 Invoices

13. Exit the Payment Schedules window and close the Order.

Workflow 3:  Configuration > Pricing Month By as 28 Days and Order > Periodic Billing > Daily having Reset Billing not selected

14. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as 28 Days.

15. In the Configuration module > Pricing / Billing tab > clear the Allow Fractional Charge Duration On order check box and select the Charge Based On Mid Night check box.

16. From the Order [ORD-350], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Daily > clear the Reset Billing check box.

Figure 4.6 Billing Terms

Tag the Billing Terms and observe the Order Total in the Figure 4.7.

Figure 4.7 Rental Reservation Order

17. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 4.8. There are 14 separate Invoices generated.

Figure 4.8 Invoices

18. Exit the Payment Schedules window and close the Order.

Case 3 Billing Terms -Weekly

Workflow 4:  Configuration > Pricing Month By as Calendar Month or 28 Days and Order > Periodic Billing > Weekly having Reset Billing selected

19. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as 28 days or Calendar Month.

20. In the Configuration module > Pricing / Billing tab > clear the Allow Fractional Charge Duration On order check box and select the Charge Based On Mid Night check box.

21. Create an Item [CAMERAHD] and receive some stock > define the Pricing as following: Day Price as 100, Week Price as 300 and Month Price as 900.  This is, as shown in the above Figure 2.4

22. Create a Rental Reservation Order [ORD-350] from 15-Jan-2018 for 37 days.

23. Add the Item [CAMERAHD] to the Order [ORD-350].

24. From the Order [ORD-350], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Weekly > select the Reset Billing check box.

Figure 4.9 Billing Terms

Tag the Billing Terms and observe the Order Total in the Figure 4.10.

Figure 4.10 Rental Reservation Order

25. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 4.11. There are 6 separate Invoices generated.

Figure 4.11 Invoices

26. Exit the Payment Schedules window and close the Order.

Workflow 5:  Configuration > Pricing Month By as 28 Days and Order > Periodic Billing > Weekly having Reset Billing not selected

27. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as 28 days.

28. In the Configuration module > Pricing / Billing tab > clear the Allow Fractional Charge Duration On order check box and select the Charge Based On Mid Night check box.

29. From the Order [ORD-350], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Weekly > clear the Reset Billing check box.

Figure 4.12 Billing Terms

Tag the Billing Terms and observe the Order Total in the Figure 4.13.

Figure 4.13 Rental Reservation Order

30. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 4.14. There are 5 separate Invoices generated.

Figure 4.14 Invoices

31. Exit the Payment Schedules window and close the Order.

Workflow 6:  Configuration > Pricing Month By as Calendar Month and Order > Periodic Billing > Weekly having Reset Billing not selected

32. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as Calendar Month.

33. In the Configuration module > Pricing / Billing tab > clear the Allow Fractional Charge Duration On order check box and select the Charge Based On Mid Night check box.

34. From the Order [ORD-350], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Weekly > clear the Reset Billing check box.

Figure 4.15 Billing Terms

Tag the Billing Terms and observe the Order Total in the Figure 4.16.

Figure 4.16 Rental Reservation Order

35. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 4.17. There are 4 separate Invoices generated.

Figure 4.17 Invoices

36. Exit the Payment Schedules window and close the Order.

Case 3 Billing Terms - Monthly

Workflow 7:  Configuration > Pricing Month By as Calendar Month and Order > Periodic Billing > Monthly (Day Of Month) having Reset Billing selected

1. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as Calendar Month.

2. In the Configuration module > Pricing / Billing tab > clear the Allow Fractional Charge Duration On order check box and select the Charge Based On Mid Night check box.

3. Create an Rental Reservation Order [ORD-351] for 100 Days starting from 15-Jan-2018.  

4. Add the Item [CAMERAHD] to the Order [ORD-350].

5. From the Order [ORD-351], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as Day Of Month > select the Reset Billing check box.

6. Tag the Billing Terms as shown in the Figure 4.18.

Figure 4.18 Billing Terms

Observe the Order Total, as shown in the Figure 4.19.

Figure 4.19 Rental Reservation Order

7. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 4.20. There are 4 separate Invoices generated.

Figure 4.20 Invoices

8. Exit the Payment Schedules window and close the Order.

Workflow 8:  Configuration > Pricing Month By as Calendar Month and Order > Periodic Billing > Monthly (Day Of Month) having Reset Billing not selected

9. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as Calendar Month.

10. From the Order [ORD-351], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as Day Of Month > clear the Reset Billing check box.

11. Tag the Billing Terms as shown in the Figure 4.21.

Figure 4.21 Billing Terms

Observe the Order Total, as shown in the Figure 4.22.

Figure 4.22 Rental Reservation Order

12. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 4.23. There are 4 separate Invoices generated.

Figure 4.23 Invoices

13. Exit the Payment Schedules window and close the Order.

Workflow 9:  Configuration > Pricing Month By as 28 Days and Order > Periodic Billing > Monthly (Day Of Month) having Reset Billing selected

14. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as 28 Days.

15. From the Order [ORD-351], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as Day Of Month > select the Reset Billing check box.

16. Tag the Billing Terms as shown in the Figure 4.24.

Figure 4.24 Billing Terms

Observe the Order Total, as shown in the Figure 4.25.

Figure 4.25 Rental Reservation Order

17. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 4.26. There are 4 separate Invoices generated.

Figure 4.26 Invoices

18. Exit the Payment Schedules window and close the Order.

Workflow 10:  Configuration > Pricing Month By as 28 Days and Order > Periodic Billing > Monthly (Day Of Month) having Reset Billing not selected

19. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as 28 Days.

20. From the Order [ORD-351], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as Day Of Month > clear the Reset Billing check box.

21. Tag the Billing Terms as shown in the Figure 4.27.

Figure 4.27 Billing Terms

Observe the Order Total, as shown in the Figure 4.28.

Figure 4.28 Rental Reservation Order

22. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 4.29. There are 4 separate Invoices generated.

Figure 4.29 Invoices

23. Exit the Payment Schedules window and close the Order.

Workflow 11:  Configuration > Pricing Month By as Calendar Month and Order > Periodic Billing > Monthly (End Of Month) having Reset Billing selected

24. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as Calendar Month.

25. From the Order [ORD-351], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as End Of Month > select the Reset Billing check box.

26. Tag the Billing Terms as shown in the Figure 4.30.

Figure 4.30 Billing Terms

Observe the Order Total, as shown in the Figure 4.31.

Figure 4.31 Rental Reservation Order

27. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 4.32. There are 4 separate Invoices generated.

Figure 4.32 Invoices

28. Exit the Payment Schedules window and close the Order.

Workflow 12:  Configuration > Pricing Month By as Calendar Month and Order > Periodic Billing > Monthly (End Of Month) having Reset Billing not selected

29. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as Calendar Month.

30. From the Order [ORD-351], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as End Of Month > clear the Reset Billing check box.

31. Tag the Billing Terms as shown in the Figure 4.33.

Figure 4.33 Billing Terms

Observe the Order Total, as shown in the Figure 4.34.

Figure 4.34 Rental Reservation Order

32. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 4.35. There are 4 separate Invoices generated.

Figure 4.35 Invoices

33. Exit the Payment Schedules window and close the Order.

Workflow 13:  Configuration > Pricing Month By as 28 Days and Order > Periodic Billing > Monthly (End Of Month) having Reset Billing selected

34. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as 28Days.

35. From the Order [ORD-351], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as End Of Month > select the Reset Billing check box.

36. Tag the Billing Terms as shown in the Figure 4.36.

Figure 4.36 Billing Terms

Observe the Order Total, as shown in the Figure 4.37.

Figure 4.37 Rental Reservation Order

37. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 4.38. There are 4 separate Invoices generated.

Figure 4.38 Invoices

38. Exit the Payment Schedules window and close the Order.

Workflow 14:  Configuration > Pricing Month By as 28 Days and Order > Periodic Billing > Monthly (End Of Month) having Reset Billing not selected

39. Select the Configuration module > Pricing / Billing tab > select the Day-Week-Month Pricing check box  > Pricing Month By as 28Days.

40. From the Order [ORD-351], select the Payment tab > set the Pay At as Periodic Billing and tag Billing Terms as Monthly > Charge Day as End Of Month > clear the Reset Billing check box.

41. Tag the Billing Terms as shown in the Figure 4.39.

Figure 4.39 Billing Terms

Observe the Order Total, as shown in the Figure 4.40.

Figure 4.40 Rental Reservation Order

42. Select the View menu > Payment Schedules option. The Payment Schedules window is displayed. Observe the Invoices generated in Figure 4.41. There are 4 separate Invoices generated.

Figure 4.41 Invoices

43. Exit the Payment Schedules window and close the Order.

NOTE:

List of certified features in R2 with DWM True-Reset Billing True/False and DWM True-Reset Billing False Certified, are as follows:

1. Invoice generation with auto extend charge duration

2. Dark Days Discount

3. Net Each

4. Meter Charges

5. Other Charges on Order

6. Different types of Orders

7. Discounting

8. Kits and Non-Serial Kits and Misc/Freight, Parts, Labor

9. Line Locking

10. Update Line Details

11. Different Configuration Settings (All Pricing/ Cost/ Invoicing/ Charging Related Options)

12. Pad Items

13. No-Charge

14. Credit Limit

15. Changing Price Group In Default Tab

16. Discount Setup In Maintenance

17. Master Billing

18. Payments

19. All Pricing Related Options

20. Update Dates (Charge Dates) Through Different Options

21. Splitting Scenarios

22. Copy From Order

23. Copy Paste

24. Duplicate Order

25. Ship Items From Order

26. Invoice Dates Differences in Different Combination of Configuration and Different Billing Types

27. Invoicing and all types of billing (IR Invoice / CR-DB Memo)

28. Main Order-Suborder Combination

29. Costing

30. Multi-Currency

31. Flat Pricing

32. Flat Discount

33. Equipment Usage View

34. Import Items

35. Deposit Invoice

36. E-Pool

37. Total cost in Order Grid

38. Update Replacement Cost

39. Add Items Through Fill Order

List of non-certified features in R2 with DWM True-Reset Billing True/False and DWM True-Reset Billing False Certified, are as follows:

1. Standalone Invoice

2. Posting in different formats (SAP-F2 Failing)

3. Reporting

4. Printing

5. Revenue Distribution for Kit Child

6. eR2

7. Import Payments

List of unsupported features in R2 with DWM True-Reset Billing True/False and DWM True-Reset Billing False Certified, are as follows:

1. Grid Price

2. Min Price

3. R C Price

4. Event Pricing

5. Employee Discount Approval

6. Difference Amount

7. Pricing Analysis

NOTE: Changes are still pending in the document.