Defining Customer Templates

Type or select the AR company that will be used to create the customer.

Type the identifier for the invoice options to be used with this customer. Invoice options are defined on BR11.1

Type or select the reporting hierarchy below the company where Accounts Receivable information will be stored.

Select the percentage of charges that are billable to a customer.

Select T (taxable) or E (exempt) as your customer's tax status. If you select taxable, also select a valid tax code that represents specific tax information.

Select the jurisdiction code for invoices for this customer. Jurisdiction codes are used to guarantee sequential numbering of invoices and credit memos.

Type a prefix to be attached to the invoice number. The prefix must be unique to the Billing and Revenue Management application to keep the invoice unique within the Accounts Receivable application.

Type a prefix that will be attached to the credit memo number. The prefix must be unique to Billing and Revenue Management application to keep the credit memo unique within the Accounts Receivable application.

Select the type of information you want to print on your invoice:

• Detail Only (D): Prints all transactions on the invoice. Detail is the default.

• Invoice Summary Only (S): Prints a one-line invoice summary amount only (no individual transactions appear on the invoice).

Select how to summarize tax codes and amounts on the invoice:

• Single (S): Prints a Tax label on the invoice that contains one amount for all taxes for that invoice, even if multiple tax codes were applied to the transactions to calculate the tax amount. Single is the default.

• Multiple (M): Prints each tax code and corresponding tax amount calculated on a separate line. In other words, you can have multiple transactions on the invoice with different tax codes that apply to them.

Select the level at which tax is calculated for the invoice:

• 1 (Detail line level). Detail is the default.

• 2 (Summary invoice level).

Select a format for your invoice:

• S (Standard): Creates a basic invoice. Standard is the default.

• C (Customized): Creates a customized report which includes every field in the file and field descriptions.

  Note: The customized format is used with a forms printing software.

• F (Fax): Creates invoice in a standard format that is faxed to the customer.

• E (EDI): Creates invoice in a standard format that is sent to an EDI file.

• V (Custom VAT): Creates a custom invoice that displays tax detail information.

Select Yes to include billing life-to-date totals on your invoice. The default is No.

Select an Accounts Receivable interface option:

• Detail (D) sends full transaction detail. (Use this option if cash is applied at the line level in Accounts Receivable.)

• Activity Summary (A) sends transactions to Accounts Receivable summarized by posting activity and account category, so there are lines for every posting activity.

• Summary (S) sends summary activity billing information to Accounts Receivable. The default is Summary.

Select Include (I) to print ceiling overage amounts and show a one-line credit on your invoice. Select Exclude (E) to only post line items that fall within the ceiling amounts. The default is Exclude.

Select I (Include) to print fee ceiling overage amounts and show a one-line credit on your invoice. Select E (Exclude) to only post line items that fall within the ceiling amounts. The default is Exclude.

Select values to determine how line items are displayed on your invoice. Choose up to five sort options.

• Account Category (A)

• Contract Category Group (B)

• Attribute (C)

• Resource (D)

• Summary Account Category (E)

This is a multi-step sort. For example, if you want to sort by resources within an account category, choose Account Category (A) in the first field and Resource (D) in the second field.