Pending Installment Billing Report
Pending Installment Billing Report
Pending Installment Billing Report
Module: Accounting
Overview
Use the Pending Installment Billing Report to view finance installments for work orders that have not yet been invoiced, grouped by contract. The report uses page breaks by branch for a twelve-month period beginning with the month following the date you run the report.
To access this report, select Pending Installment Billing Report (report #2072) from the main menu of SBN.
The Pending Installment Billing Report
This window contains two panes: use the upper pane to define the contents 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 field used in the upper pane of this report.
Field |
Description |
Branch |
You must select a specific branch to limit the report to installations for that branch. (This menu originates from program #1530.) O Branch restrictions apply. |
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 Pending Installment Billing Report.
Column Descriptions
The following table describes the columns used in the output of the report.
Column |
Description |
Date |
Date on which the report is run. |
Branch |
Branch ID. |
Account |
CID. |
Name |
Contract name; from Contract Basics. |
Dynamic Labels |
Six columns, which display two months divided by a / in each column, that contain the installment amount due during that month. O The columns begin with the month after the report is run. |
Grand Total |
Branch totals of installment amounts, by month. |
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 Pending Installment Billing Report
The following table lists modifications and updates to the Pending Installment Billing Report document.
Mod Number |
Date |
Description |
n/a |
8/06/14 |
Images updated. |