Customer
Job Maintenance - Billing Functions
Program/Screen: CXCJBM/CXCJBMW1
Description:
Use this screen to enter or update additional billing codes and rate calculation overrides for a customer job.
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Navigation
Access this screen by pressing F11 while on the Customer Job Maintenance screen. Enter pertinent codes and information, and then press Enter to return to the previous screen.
The settings
on this window override the same settings made at the customer master
record level.
Unique Job Maintenance Screens
Job Maintenance - Customer Job Selection
Job Maintenance - Extended Information
Job Maintenance - Customer Job Entry
Billing Functions
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Fields
Indicate whether you can bill against contracts related to this job before they are due to invoice.
Indicate if you want to prorate contracts related to this job. Prorating occurs when equipment from the contract is returned and cycle billing has occurred once. When you prorate a contract, the system bills the customer a portion of the weekly or monthly rate for anything over a month when the equipment is returned.
Indicate how rates should print on the rental contract. Enter Y to print rates, N to not print rates, S to print subtotals only, or T to print all totals.
Indicate whether to invoice for sales items on the cycle bill, or to wait to invoice them until a rental return is processed.
Enter or accept the number of days that are the standard payment terms for rentals to this customer.
Enter or accept the number of days that are the standard payment terms for sales to this customer.
Enter the discount percentage to give this customer on sales related to this job. If the item being sold to the customer is coded as not discountable, the discount in this field is not used. If a discount is set up for this customer in the Sales Item Discounts file, that discount is used, and this one is ignored.
Enter the discount percentage to give this customer on rentals related to this job. If the equipment being rented to the customer is coded as not discountable, the discount in this field is not used. If a discount is set up for this customer in the Equipment Rental Rate Discount Maintenance file, that discount is used, and this one is ignored.
Enter a code to indicate when invoices will be due for this customer job. For example, code A3 could represent an invoice due date of 1 mo (30 days) on the 10th.
Enter a code to indicate how this customer will pay their invoices for this job. For example, code K could represent payment by check.
Enter a code to indicate how this customer will be billed if they choose summary invoicing. For example, code J represents a billing type of summary invoice by job.
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Rate Calculation Overrides
Indicate whether to subtract Saturdays during rate calculation.
Indicate whether to subtract Sundays during rate calculation.
Subtract Saturday/Sunday after month
Indicate whether to subtract Saturdays and Sundays after the equipment has been rented for a month.
Indicate whether to prorate billing after equipment has been rented for a month, using the monthly rate.
If you are prorating monthly, enter the divisor to use for the prorating calculation.
Indicate whether to prorate billing after equipment has been rented for a month, using the weekly rate.
If you are prorating weekly, enter the divisor to use for the prorating calculation.
If you are prorating daily, enter the divisor to use for the prorating calculation. This is the divisor to use with per-hour billing.
Indicate whether to use the weekly rental rate after the equipment has been rented for a month.
Function Keys
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
Related Programs
Billed Not Earned Report
Special Topics
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