Bill definition - Revision history

John.devonshire at 15:07, 26 November 2014

2014-11-26T15:07:21Z

John.devonshire at 14:24, 20 September 2014

2014-09-20T14:24:20Z

John.devonshire at 13:06, 20 September 2014

2014-09-20T13:06:19Z

Show changes

Alex.tso: /* Notes */

2013-08-12T17:58:34Z

‎Notes

Alex.tso: /* Notes */

2013-08-12T17:18:06Z

‎Notes

Alex.tso: /* Notes */

2013-08-12T17:17:19Z

‎Notes

Administrator at 20:15, 25 July 2013

2013-07-25T20:15:14Z

Administrator at 20:13, 25 July 2013

2013-07-25T20:13:17Z

Administrator: /* Recurrence */

2013-07-25T15:37:14Z

‎Recurrence

Administrator: /* Notes */

2013-07-25T15:37:00Z

‎Notes

← Older revision		Revision as of 15:07, 26 November 2014
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	Complete the Bill Definition as you would for a Contract Bill Definition.		Complete the Bill Definition as you would for a Contract Bill Definition.
		+
		+	== Allocating Billing Schedules ==
		+
		+	For information on allocating Billing schedules, please see [[Bill Allocations\|Bill Allocations]].

	== Modifying Billing Schedules ==		== Modifying Billing Schedules ==

@@ Line 16: / Line 16: @@
 [[File:New_Bill_Definition_Details.JPG]]
-This selection will be automatically populated in the Agency Field of your Bill Definition. NOTE: If you accidentally choose the incorrect Agency on the previous screen, you can still correct this on the Bill Definitions-Details screen by clicking the Properties button on that field. The Purchase Order field will populate from the Contract Details Page, as well as the Sales people information, and Contact Person information in the Agency field. If this information is not present, enter it as required.
+This selection will be automatically populated in the Agency Field of your Bill Definition. NOTE: If you accidentally choose the incorrect Agency on the previous screen, you can still correct this on the Bill Definitions-Details screen by clicking the Properties button on that field. The Purchase Order field will populate from the Contract Details Page, as well as the Sales people information, and Contact Person information in the Agency field. If this information is not present, enter it as required.  You can identify the percentage of the invoice goes towards calculating each sales person's commissions if there is more than one sales person being attributed to the bill.
-−
-−
 The Description field allows you to identify this Bill Definition so it will be easily recognizable from a list of all Bill Definitions. For example, you might enter "Monthly Space Costs", "Credit for late posting", "Bulletin Monthly Cost". The Status determines if the Invoices of this Bill Definition can be exported. Only "Active" and "Force" statuses can be part of an Invoice Export file.
@@ Line 76: / Line 74: @@
 NOTE: No Invoices will appear on the Invoices page until the Bill Definition and its Recurrence have been saved.
+=== Reviewing Your Bill Definition Totals ===
-=== Recording Notes for the Bill Definition ===
+The Invoice Summary Page summarizes the various dollar values of all Invoices created by the Bill Definition.
-The Notes Page allows you to enter information concerning the Bill Definition that is not contained in the data already entered on the Details or Recurrence pages.
+[[File:New_Bill_Definition_Invoice_Summary.JPG]]
-[[File:New_Bill_Definition_Notes.JPG]]
+It also records the dollar values of finalized, exported and sent Invoices. These amounts will accumulate as invoicing is exported to your accounting package.
-For example, you may have to cancel future invoicing on a Contract because the advertiser/agency has cancelled the Contract. You may wish to record when and why the invoicing was cancelled. It is recommended that if you are using the Notes page, the information be entered in the following format ... Date, Notation, Initials of personwho entered the note. Also, it is recommended that you keep the most current note at the top.
+== Creating Invoices with Escalators ==
+You may find that you will have a Contract on which escalators have been defined over the term of the Contract. For example, you might have a 5-year Contract for a Permanent Bulletin that escalates by 5% every year and you will need to set up the Bill Definitions accordingly. In our example you will have 5 Bill Definitions, each with its own amount, date range, etc. and the Definitions will show the following details:
-=== Reviewing Your Bill Definition Totals ===
+Year 1: Initial $$ amount
-The Invoice Summary Page summarizes the various dollar values of all Invoices created by the Bill Definition.
+Year 2: Initial $$ amount + 5% = Second $$ amount
-[[File:New_Bill_Definition_Invoice_Summary.JPG]]
+Year 3: Second $$ amount + 5% = Third $$ amount
-It also records the dollar values of finalized, exported and sent Invoices. These amounts will accumulate as invoicing is exported to your accounting package.
+Year 4: Third $$ amount + 5% = Fourth $$ amount
+You can create each of these additional bill definitions by going to the original bill definition and clicking Tools-Duplicate.  Most of the previous Bill Definition's information will be copied over, allowing you to quickly make the appropriate changes.
-=== Adding A Custom Bill Definition ===
+== Adding A Custom Bill Definition ==
 A custom Bill Definition is one that is created independent of any Contract, but you still wish to track in Ad Manager. This could be for such things as the selling of blanking paper, paste, etc. to another person/company. By creating the Bill Definition in Ad Manager you can maintain a complete history of all company related invoicing as well as have a single entry system for it.
@@ Line 114: / Line 114: @@
 Complete the Bill Definition as you would for a Contract Bill Definition.
 == Bill Pages==

@@ Line 151: / Line 151: @@
 == Notes ==
-For more information on the Notes page, [[Notes|click here]].
+For more information on the Notes page, [[Notes page|click here]].
 == Recurrence ==

@@ Line 151: / Line 151: @@
 == Notes ==
-For more information on the Notes page, [[Notes|click here]]
+For more information on the Notes page, [[Notes|click here]].
 == Recurrence ==

@@ Line 151: / Line 151: @@
 == Notes ==
-The Notes Page allows you to store general notes about the Bill Definition. This page can be used to enter information concerning the Bills that is not contained in the data already entered on the Details or Recurrence pages.
+For more information on the Notes page, [[Notes|click here]]
-−
-[[File:New_Bill_Definition_Notes.JPG]]
-−
-For information on the buttons that appear at the top of the window, [[Buttons#Bill Definition|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Bill Definition Tools Menu|click here]].
 == Recurrence ==

@@ Line 7: / Line 7: @@
 [[File:New_Bill_Definition_Applies_To.JPG]]
-For information on the buttons that appear at the top of the window, [[Buttons#Bill Definition|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info|Bill Definition Tools Menu|click here]].
+For information on the buttons that appear at the top of the window, [[Buttons#Bill Definition|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Bill Definition Tools Menu|click here]].
 To use this page, click on the box beside the "Applies to specific subcontracts" and then enter the criteria for the particular Subcontracts to which this Bill Definition will apply.
@@ Line 52: / Line 52: @@
 [[File:New_Bill_Definition_Details.JPG]]
-For information on the buttons that appear at the top of the window, [[Buttons#Bill Definition|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info|Bill Definition Tools Menu|click here]].
+For information on the buttons that appear at the top of the window, [[Buttons#Bill Definition|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Bill Definition Tools Menu|click here]].
 Fill in the appropriate information for each field. Select the appropriate item from any of the drop down lists (in the  boxes) or type in the information if it is not present.
@@ Line 95: / Line 95: @@
 [[File:New_Bill_Definition_Invoice_Summary.JPG]]
-For information on the buttons that appear at the top of the window, [[Buttons#Bill Definition|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info|Bill Definition Tools Menu|click here]].
+For information on the buttons that appear at the top of the window, [[Buttons#Bill Definition|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Bill Definition Tools Menu|click here]].
 == Invoices ==
@@ Line 102: / Line 102: @@
 [[File:New_Bill_Definition_Invoices.JPG]]
-For information on the buttons that appear at the top of the window, [[Buttons#Bill Definition|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info|Bill Definition Tools Menu|click here]].
+For information on the buttons that appear at the top of the window, [[Buttons#Bill Definition|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Bill Definition Tools Menu|click here]].
 Tool buttons found at the top of the Bill Definition - Details screen when you are on the Invoices Page:
@@ Line 155: / Line 155: @@
 [[File:New_Bill_Definition_Notes.JPG]]
-For information on the buttons that appear at the top of the window, [[Buttons#Bill Definition|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info|Bill Definition Tools Menu|click here]].
+For information on the buttons that appear at the top of the window, [[Buttons#Bill Definition|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Bill Definition Tools Menu|click here]].
 == Recurrence ==
@@ Line 162: / Line 162: @@
 [[File:New_Bill_Definition_Recurrence_weekly.JPG]]
-For information on the buttons that appear at the top of the window, [[Buttons#Bill Definition|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info|Bill Definition Tools Menu|click here]].
+For information on the buttons that appear at the top of the window, [[Buttons#Bill Definition|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Bill Definition Tools Menu|click here]].
 Tool buttons found at the top of the Bill Definition - Details Screen when you are on the Recurrence Page:

@@ Line 158: / Line 158: @@
 == Recurrence ==
-The Recurrence Page allows you to identify how often and for how long you wish to invoice this Contract. You are required to have the Financial Module in order to use this page. The page will change according to the Recurrence pattern you select.
+The Recurrence Page allows you to identify how often and for how long you wish to invoice this Contract. The page will change according to the Recurrence pattern you select.
 [[File:New_Bill_Definition_Recurrence_weekly.JPG]]