Cycle Billing Report
Cycle Billing Report
Cycle Billing Report
Module: Accounting
Overview
Use the Cycle Billing Report to view all cycle fees that were active on a specified cycle date.
To access this report, choose Cycle Billing Report (report #1181) from the main menu of SBN.
The Cycle Billing Report Window
This window contains two pane: use the upper pane to define the content of the report; use the lower pane to define the job output - how, when, and where you want the report printed.
Note: See Report Parameters Pane for information on the fields in the lower pane, which are the same in every report.
Field Descriptions
The following table describes the fields used in the upper pane of this report.
You can use wildcard characters in selected fields. For more information on using wildcards, see Searches.
Field |
Wildcards Allowed |
Description |
Valid Cycle Fee Date |
No |
You must select a cycle fee date to limit the report to cycle fees that have l A valid From date that occurred on or before the selected cycle date l A valid To date that is blank or occurs after the selected cycle date |
Cycle Period Range |
||
From |
No |
You may enter a range of cycle periods to limit the report to cycle fees that are billed according to those periods; enter the beginning cycle period of the range. O If you leave these fields blank, the report includes all cycle periods. |
To |
No |
You may enter a range of cycle periods to limit the report to cycle fees that are billed according to those periods; enter the ending cycle period of the range. O If you leave these fields blank, the report includes all cycle periods. |
Group By |
No |
You must select a grouping parameter for the report: l Account l Branch l Dealer l None O This field defaults to None. |
Use Branch From |
No |
You must select a type of branches to limit the report to records associated with that type of branch: l Contracts l Installations O This field defaults to CONTR. |
Masks |
||
Ctr Group 1 |
Yes |
You must either select a Contract Basics Group 1 to limit the report to records associated with that group, or use the % wildcard to include all Contract Basics Group 1 groups. (This menu originates from program #1868.) |
Exclude |
No |
You may exclude a Contract Basics Group 1 from the report by selecting the group and then entering a check mark in this field. |
Ctr Group 2 |
Yes |
You must either select a Contract Basics Group 2 to limit the report to records associated with that group, or use the % wildcard to include all Contract Basics Group 2 groups. (This menu originates from program #1868.) |
Exclude |
No |
You may exclude a Contract Basics Group 2 from the report by selecting the group and then entering a check mark in this field. |
Revenue Type |
Yes |
You must either select a Revenue Type to limit the report to records associated with that type, or use the % wildcard to include all revenue types. (This menu originates from program #1512.) |
Exclude |
No |
You may exclude a revenue type from the report by selecting the type and then entering a check mark in this field. |
Branch Range |
||
Branch |
No |
You may select up to three ranges of branches to limit the report to branches within the ranges; select the beginning branch number of the range. (These menus originate from program #1530.) O The first range of branches defaults to your branch profile. |
Branch |
No |
You may select up to three ranges of branches to limit the report to branches within the ranges; select the ending branch number of the range. (These menus originate from program #1530.) O The first range of branches defaults to your branch profile. |
Exclude |
No |
You may exclude ranges of branches from the report by selecting the ranges of branches and then entering check marks in the corresponding Exclude fields. |
Dealer Range |
||
Dealer |
No |
You may select up to three ranges of dealer IDs to limit the report to dealer IDs within the ranges; select the beginning dealer ID of a range. (These menus originate from program #1537.) |
Dealer |
No |
You may select up to three ranges of dealer IDs to limit the report to dealer IDs within the ranges; select the beginning dealer ID of a range. (These menus originate from program #1537.) |
Exclude |
No |
You may exclude ranges of dealer IDs from the report by selecting the ranges of dealer IDs and then entering a check mark in the corresponding Exclude fields. |
Running and Viewing a Report
For information on running and viewing a report, see Common Functions in SBN.
Report Example
The following graphic shows an example of the output of the Cycle Billing Report.
Column Descriptions
The following table describes the columns used in the output of the report.
Column |
Description |
Dynamic Label |
Depending on the grouping parameter you selected, this column may display one of the following: l Branch ID and name. l Dealer ID and name. |
Dynamic Label: Contract Account |
Depending on the grouping parameter you selected, this column will display results sorted by l Contract number l Account number |
Installation |
Installation number. |
Dynamic label |
Depending on the grouping parameter you selected, this column may display either the dealer ID or the branch ID. |
RevTp |
Revenue type. |
Cycle Fee |
Total amount of valid cycle fees for the selected contract, based on (cycle fee + adjustment) / fee period. |
CP |
Cycle period: l 1 = monthly l 3 = quarterly l 6 = semi annual l 12 = annual |
Valid From |
Valid From date for the cycle fee. |
Valid To |
Valid To date for the cycle fee, if available. |
Total (Dynamic label) Depending on the grouping parameter you selected, this may display Branch Total or Dealer Total. |
|
Total
Number |
Displays the number of cycle fees that match the report parameters for the grouping parameter you selected. |
Total
Cycle Fee |
Displays the subtotal of the cycle fees for the grouping parameter you selected. |
Grand Total |
|
Total Number |
Displays the total number of cycle fees that match the report parameters. |
Total - Balance |
Displays the total of all active cycle fees that match the report parameters. |
Button Functions
The following table displays the buttons, describes the shortcut keys, actions, and functionality.
Button |
Name |
Shortcut Key |
Action |
Description |
|
Open fields for recurring/template reports |
alt+f1 |
Open fields for recurring/template reports. |
|
|
Exit without saving |
esc |
Exit without saving changes to selected record. |
|
|
Save Existing Record |
enter |
Save changes to selected record. |
Modifications and Updates to Cycle Billing Report
The following table lists modifications and updates to the Cycle Billing Report document.
Mod Number |
Date |
Description |
n/a |
8/1/14 |
Images updated. |