Franchise Billing standard application reports and lists

This table contains the standard application reports and lists for Franchise Billing. To find the reports, use the menu search. Search for the Report name unless a name is specified in the Menu name column.

Report name	Description	Menu name
Accrual Close	Post auto-reversing entries to Global Ledger for the open estimates and call-in accruals for the cycle date.	n/a
Budgeted Sales Update	Update next year's budget amounts. You can use a percentage of last year's actual or last year's budgeted amounts to create next year's budgets. Run this report as often as needed before you close a cycle.	n/a
Create Estimates	Create estimated sales records of all estimates that are created for the cycle date you define. Specify the next year to roll the current year's actual amounts or budget amounts into next year's budget	n/a
Franchisee Note Balance	Show the note balance for all open, released, actual sales records for the specified cycle date. If an open actual is not located, then the note balance on the report is based on the open call-in estimate or estimate for the specified cycle date.	n/a
Franchise Sales Interface	Import net sales data to Franchise Billing.	n/a
Invoice Interface	Create invoice interface records for Billing and generate a report of the new invoices.	n/a
Outstanding Balances By Rep	Show the outstanding balances for all or selected sales representatives. It includes the last 10 statement balances and the total of the most recent open charges: open (unreleased) actual sales, call-in estimates, or estimates.	n/a
Prepayment Update	Create Global Ledger transaction records to debit cash and credit the note asset account.	n/a
Released Actual Sales Report	Release all unreleased actual sales data and call-in estimates that are within the variance limit and shows the status of contract charges. Before you run this report, add all actual sales data and call-in estimates for the requested cycle date.	n/a
Sales Budget Interface	Import budgeted sales data into Franchise Billing from a non-Infor system.	Create Franchise Billing Processes > Franchise Budget Interface
Sales Update	Create unreleased actual type of sales record for aggregate type contract only.	n/a