Assigning responsibility for updating item quantities

When setting up the Billing company, you must select whether to restrict or not the entry of item quantities to specific users. This option is only valid for items and add-on charges that are zeroed out after each billing period.

If you select Yes, then follow these steps to assign responsibility of updating item quantities for each billing period.

  1. Access Recurring Invoice User Items (BL15.1).
  2. Specify or select which company you want to assign the responsibility of updating item quantities.
  3. Specify the user that you want to assign the responsibility of updating item quantities.
  4. Select the item quantity that you want the user to update after they are zeroed out.
  5. Click Add.