Advanced Contract Billing - Solved

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1

We were looking at this as well and I never realized this had to be done….it seems bizarre, but I’ve seen worse!

 

If I do find a better solution I will let you know for sure!

 

 

 

Manasa

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, June 30, 2014 5:05 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Advanced Contract Billing - Solved

 

 

Yes this is in addition to the default fiscal calendar which we have set up.  It's a whole separate fiscal calendar and as far as I can tell it has to be b/c that is the only option you have when selecting from the drop down in Service Contract Entry. 

 

We're in Version 905.701

 

Hope this helps, let me know if you have an alternate way or something, I'd be glad to hear it. 

 

Thanks,

Bobby

2

Working with Field Service Contract Entry and AR Contract Billing. We typically bill our customers 1 month in advance.  That way if they don't pay we don't show up. Epicor seems to be set up to bill for services rendered and will only generate an invoice after we have already been there. Does anyone know of a way to set up Contract Billing so I can bill out a month in advance? 


Also is there a way to bill out contracts the same amount each month? If I use Daily or Frequency Period it bases it off the days in the month and I end up with uneven numbers. If I use contract it just bills the full amount. 


Any help is always appreciated.

Thanks,

Bobby

3
Anybody out there do quarterly contract billing? If so could you drop a hint on how to do it?  I can't seem to figure it out. 

-Bobby
4
Some help from an Epicor Consultant led me in this direction which solved the problem:
1. Go to Fiscal calendar maintenance and create a new fiscal calendar. 
2. Make a calendar that has only 4 periods per year. and define the periods to start/end every 3 months. 
2.1 Make sure you create the calendar into the next fiscal year as well b/c if the service contract extends into the next fiscal year and you don't have a calendar created, Epicor won't create the invoices. 
3. Create a contract and apply the quarterly fiscal calendar. Then the in frequency period you can use either daily or frequency period
4. Invoice and it should work. 

Thanks,
Bobby
5

Bobby,

 

Im a little confused…is that in ADDITION to the fiscal year and period you would have already made for financials?

 

If so, is there a reason why you cannot do this with the current fiscal year and period in the system?

 

And what version are you doing this in?

 

 

 

M. Manasa Reddy

manasa.reddy@...

281-994-3483 [d]  |  773-401-4126 [m]

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, June 30, 2014 10:14 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Advanced Contract Billing - Solved

 

 

Some help from an Epicor Consultant led me in this direction which solved the problem:

1. Go to Fiscal calendar maintenance and create a new fiscal calendar. 

2. Make a calendar that has only 4 periods per year. and define the periods to start/end every 3 months. 

2.1 Make sure you create the calendar into the next fiscal year as well b/c if the service contract extends into the next fiscal year and you don't have a calendar created, Epicor won't create the invoices. 

3. Create a contract and apply the quarterly fiscal calendar. Then the in frequency period you can use either daily or frequency period

4. Invoice and it should work. 

 

Thanks,

Bobby

6
Yes this is in addition to the default fiscal calendar which we have set up.  It's a whole separate fiscal calendar and as far as I can tell it has to be b/c that is the only option you have when selecting from the drop down in Service Contract Entry. 

We're in Version 905.701

Hope this helps, let me know if you have an alternate way or something, I'd be glad to hear it. 

Thanks,
Bobby