Previous Topic

Next Topic

Book Contents

Book Index

Billing line manager criteria field descriptions

General Information (In the top section of the screen)

Name

The name for the billing line manager criteria. This is required and must be unique.

Description

The description of the criteria.

Sorting

Line #

Auto-generated ID for the sort.

Field

The field from the billing line by which to sort.

Order

The order in which to sort: Ascending or Descending.

Filtering

Line #

Auto-generated ID for the filter criteria.

Include

Whether the filter returns billing lines that Include or Exclude lines that pass the filter.

Filtering

Description of the condition specified based on fields from the billing line.

Sorting and Filter By Fields

Billing Basis

The Billing Basis of the billing line.

The Billing Basis answers the question: "When this billing policy (rule) is applied and adds billing lines to a document, how should the amount to bill be calculated?" The options for Billing Basis are:

  • per Document - When applying this billing policy to a document, create one billing line, with a quantity to charge of one.
  • per Line - When applying this billing policy to a document, create one billing line and charge for each inventory line item on the document (regardless of the quantity on that line).
  • per Unit of Measure - When applying this billing policy to a document, create one billing line and charge for the quantity of goods using the billing unit of measure on the document.

Billing Line Status

The status of the billing line: Saved, Closed, or Cancelled.

Charge Type

The name of the charge type of the billing line.

Country

The Country of the Bill To address of the business affiliate Owner being billed.

Created by

The username of the user that created the billing line.

Created date

The date that the billing line was created.

Description

A description of what is being billed, such as you might place on an invoice. From the billing line.

Document ID

The unique identifier for this document, generated by SmartTurn when the document is created in the system. For example: SI-000001, RCPT-000287, ADJ-000015.

Document Type

The kind of SmartTurn document being billed: Adjustment, Bin Transfer, Cycle Count, Inventory Edit, Kit Order, Kit, License Edit, Receipt, Sales Order, Shipment, Storage, Purchase Order, Bill of Lading, Pick Ticket.

General Ledger Code

The general ledger account number associated with the billing policy. From the billing line.

Last modified date

The date that the billing line was most recently changed or updated. From the billing line.

Line Type

The type of line item that this billing policy is looking at. Only applicable when the Billing Basis is per Line or per Unit of Measure and the Document Type is Kit Order or Kit. From the billing line.

Owner

The business affiliate being billed for this billing line.

Quantity

The actual amount to bill, including the unit of measure for billing lines with Billing Basis of per Unit of Measure. From the billing line.

Rate

The unit value to charge per quantity. For each billing line on a document, the Rate is multiplied by the Qty of the line to create the total amount billed for the line. From the billing line.

State

The State of the Bill To address of the business affiliate Owner being billed.

Total

The total for the line, calculated as Qty multiplied by Rate. From the billingn line.

Unit of Measure

For billing policies with Billing Basis set to per Unit of Measure, the unit of measure to bill against. From the billing line.

See Also

Working with billing line manager criteria

Creating billing line manager criteria

Editing billing line manager criteria

Deleting billing line manager criteria

© 2014 Dicentral Corporation http://smartturn.dicentral.com