Linked Billing Accounts

Module:    Accounting

Overview

Use the Linked Billing Accounts tab to add or change information on accounts that are linked to a selected contract. You can also link billing accounts to each other and unlink billing accounts.

In the Work Orders tab of program #548, you can attach billing accounts that are linked to a selected contract to a work order.

To access this program, select Contract Master (program #548) from the main menu of SBN, and then choose the Linked Billing Accounts tab.

The Linked Billing Accounts Tab

The following graphic shows the Linked Billing Accounts tab in view mode. The columns display all billing accounts that are linked to this contract.

Field/Column Descriptions

The following table describes the fields and columns used in this tab.

Linking a Billing Account to Another Billing Account

Use the following steps to link a billing account to another billing account:

 1. Open Contract Master (program #548) and choose the Linked Billing Accounts tab.

 2. In the Linked Billing Accounts tab, choose New.

 3. Select a link reason code from the Reason Code drop-down menu.

 4. Type the account number of the billing account you want to link to the selected billing account in the Account No field.

 5. Select the Link Contract check box to link the contracts associated with the billing accounts as well as the billing accounts. (The Reason Code field is protected and not required when you select this check box. To link only the billing accounts, do not select the Link Contract check box.)

 6. Choose Save.

    w The linked billing account appears in the Linked Billing Accounts tab.

Note: SBN creates an entry in the Communication Log (program #1888) if the Link Reason Code you choose has the Communication Log fields defined in Link/Unlink Reasons (program #1662).

Unlinking a Billing Account From Another Billing Account

Use the following steps to unlink a billing account from another billing account:

 1. Open Contract Master (program #548) and choose the Linked Billing Accounts tab.

 2. In the Linked Billing Accounts tab, select the billing account you want to unlink and choose Delete.

 3. Select an unlink reason code from the Reason Code drop-down menu.

 4. Choose Save.

    w The unlinked billing account displays the details of when it was unlinked in the Linked Billing Accounts tab.

Note: SBN creates an entry in the Communication Log (program #1888) if the Unlink Reason Code you choose has the Communication Log fields defined in Link/Unlink Reasons (program #1662).

Using Common Functions

See the reference document Common Functions in SBN for more information.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Modifications and Updates to Linked Billing Accounts

The following table lists modifications and updates to the Linked Billing Accounts document.