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| <section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0" |
| xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude" |
| xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" |
| xmlns="http://docbook.org/ns/docbook"> |
| <title>The Edit Billing Account help screen</title> |
| <para>The 'Account' sub menu is used to enter the basic details required for setting up a new |
| billing account or editing an existing one.</para> |
| <para>It can be used to create or update the following details for a Billing Account:</para> |
| <para> |
| <itemizedlist> |
| <listitem> |
| <para>Billing Account Identification</para> |
| </listitem> |
| <listitem> |
| <para>Party to be Billed</para> |
| </listitem> |
| <listitem> |
| <para>Billing Account Limit (NOTE: This is how much credit the customer will be |
| given eg $5000)</para> |
| </listitem> |
| <listitem> |
| <para>Currency to be used for Billing Account</para> |
| </listitem> |
| <listitem> |
| <para>Start and End Dates </para> |
| </listitem> |
| </itemizedlist> |
| </para> |
| <para>NOTE: There are currently two ways to add a party to a billing account.</para> |
| <para> |
| <orderedlist> |
| <listitem> |
| <para>Enter a party id in the 'Party Billed To' field</para> |
| </listitem> |
| <listitem> |
| <para>Use the 'Roles' sub menu to add a party id with the role of 'Bill To |
| Customer'</para> |
| </listitem> |
| <listitem> |
| <para>If using the first method then when you press the update button this removes |
| the party id from this field and automatically creates the party under the Roles |
| sub menu with the role of 'Bill To Customer' </para> |
| </listitem> |
| </orderedlist> |
| </para> |
| <section> |
| <title>How do I create a new Billing Account?</title> |
| <para>NOTE TO CHECK: If the party doesnt have the role 'Bill To Customer' is it |
| automatically added when the billing account is created or will the creation |
| fail?..</para> |
| <para>Example: To create a new Billing Account</para> |
| <para> |
| <orderedlist> |
| <listitem> |
| <para>Press the 'New' button and the 'Edit Billing Account' screen is |
| displayed</para> |
| </listitem> |
| <listitem> |
| <para>Enter a code or number for the 'Billing Account Id' (NOTE: If this is left |
| blank a number will be automatically generated)</para> |
| </listitem> |
| <listitem> |
| <para>Enter a number for the 'Billing Account Limit' (eg 5000)</para> |
| </listitem> |
| <listitem> |
| <para>Leave the 'Account Currency UOM Id' as it is (NOTE: This should be the |
| default currency for Company...)</para> |
| </listitem> |
| <listitem> |
| <para>Enter a description that can be used to identify the Billing Account (eg |
| Joe Bloggs Builders Billing Account)</para> |
| </listitem> |
| <listitem> |
| <para>Leave the 'Contact Mech' field as it is (NOTE: This field cannot be filled |
| in until either the 'Party Billed To' has been filled in or a party with the |
| role of 'Bill To Customer' has been added under the 'Roles' sub menu</para> |
| </listitem> |
| <listitem> |
| <para>Enter the Billing Account start date in the 'From Date' field. (NOTE: If |
| left blank then this will default to the current date and time. NOTE TO |
| CHECK: Can this date be in the future.....?)</para> |
| </listitem> |
| <listitem> |
| <para>Leave the 'Thru date' field blank</para> |
| </listitem> |
| <listitem> |
| <para>Enter or use the lookup to select the 'Party Billed To'</para> |
| </listitem> |
| <listitem> |
| <para>Press the 'Update' button</para> |
| </listitem> |
| </orderedlist> |
| </para> |
| <para>After the 'Update' button has been pressed then the 'Contact Mech Id' field will |
| either be automatically filled in or will allow you to select a contact mech from a drop |
| down list </para> |
| </section> |
| <section> |
| <title>How do I update an existing Billing Account?</title> |
| <para>Billing Account details can be updated. A key field that may need to be updated is the |
| actual Billing Account Limit if a customer reduces or improves their credit |
| rating</para> |
| <para>Example: To Update a Billing Account</para> |
| <para> |
| <orderedlist> |
| <listitem> |
| <para>Click on the 'Billing Account Id' of the Billing Account to updated</para> |
| </listitem> |
| <listitem> |
| <para>The 'Edit Billing Account' screen is displayed</para> |
| </listitem> |
| <listitem> |
| <para>Enter the changes required</para> |
| </listitem> |
| <listitem> |
| <para>Press the 'Update' button</para> |
| </listitem> |
| </orderedlist> |
| </para> |
| </section> |
| <section> |
| <title>How do I delete a Billing Account?</title> |
| <para>Billing Accounts cannot be deleted. They can only be expired. This means that they |
| will no longer be able to be used to associate invoices or payments against.</para> |
| <para>Example: To Expire a Billing Account</para> |
| <para> |
| <orderedlist> |
| <listitem> |
| <para> Click on the 'Billing Account Id' of the Billing Account to be |
| expired</para> |
| </listitem> |
| <listitem> |
| <para>The 'Edit Billing Account' screen is displayed</para> |
| </listitem> |
| <listitem> |
| <para>Enter the current date in the 'Thru date' field</para> |
| </listitem> |
| <listitem> |
| <para>Press the 'Update' button </para> |
| </listitem> |
| </orderedlist> |
| </para> |
| </section> |
| </section> |