Defining Offset Days for Periodic Billing Invoice Date
Reference : 23571
(V 02.00.06-00)
Details
In CR2, you can define Offset Days for Periodic Billing &endash; Billing Terms, which can be defined against Charge Start Date / Charge End date for an order for generating invoices. The Offset days defined for a billing term will be considered for calculating Invoice Date, while generating Invoices for a periodic billing order.
You can define Offset days against Charge Start Date and Charge End Date in the Billing Term definition dialog , as shown in Figure 1.0 and 1.1 respectively.
Figure 1.0
On tagging a Billing Term definition having Offset days defined with Charge At set as Begin, the Invoice date will be calculated as Charge Start Date + Offset days defined.
See also : Usage Illustration - Scenario I
Figure 1.1
On tagging a Billing Term definition having Offset days defined with Charge At set as End, the Invoice date will be calculated as Charge End Date - Offset days defined.
See also : Usage Illustration - Scenario II
Usage Illustration
Scenario : I
Create a rental reservation order for 1 month with Start date as 1st June 2011.
Add an Item with Day price as 100, Week Price as 200 and Month Price as 300.
Set the Pricing Month as 28 Days in Default Tab.
Add a Billing Term definition with Off set days defined as 17 days against Charge Start Date, as shown in Figure 2.0.
Figure 2.0
On Invoicing the order, the invoice date will be generated based on the Offset duration defined for the Order-Billing Term. As per the above billing term definition, the invoice will be generated with the date 18th June 2011(Charge Start Date + 17 Days) .
Scenario : II
Create a rental reservation order for 1 month with Start date as 1st June 2011.
Add an Item with Day price as 100, Week Price as 200 and Month Price as 300.
Set the Pricing Month as 28 Days in Default Tab.
Add a Billing Term definition with Off set days defined as 17 days against Charge End Date, as shown in Figure 2.1.
Figure 2.1
On Invoicing the order, the invoice date will be generated based on the Offset duration defined for the Order-Billing Term. As per the above billing term definition, the invoice will be generated with the date 10th June 2011 (Charge End Date - 18 Days).