Projected Cycle Billing
Projected Cycle Billing
Projected Cycle Billing
Module: Accounting
Overview
Use Projected Cycle Billing to view all cycle fees that are valid on a specified date.
To access this report, select Projected Cycle Billing (report #1908) from the main menu of SBN.
The Projected Cycle Billing Report
This window contains two panes: 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 to print the report.
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.
Note: 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 date to limit the report to cycle fees that are valid on that date. |
Cycle Period Range |
||
Frequency - From (No label) |
No |
You may type a range of cycle frequencies to limit the report to cycle fees with a frequency within the range. Type the beginning cycle frequency of the range. O If you leave these fields blank, the report includes all cycle frequencies. |
Frequency
- To |
No |
You may type a range of cycle frequencies to limit the report to cycle fees with a frequency within the range. Type the ending cycle frequency of the range. O If you leave these fields blank, the report includes all cycle frequencies. |
Group By |
No |
You must select a grouping parameter for this report. |
Include Details |
No |
Enter a check mark in this box to include the following details about each GL account number: l Associated contract numbers l Associated installation numbers l Associated Dealer IDs l Monthly amount of cycle fees for each associated contract l Valid from date |
Masks |
||
Ctr Group 1 |
Yes |
You may either select a Contract Basics Group 1 to limit the report to accounts 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 by selecting the group and then entering a check mark in this box. |
Ctr Group 2 |
Yes |
You may either select a Contract Basics Group 2 to limit the report to accounts 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 by selecting the group and then entering a check mark in this box. |
Branch Ranges |
||
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 a range. (These menus originate from program #1530.) O If you leave the fields blank, the report includes all branches in your user profile. O Branch restrictions apply. |
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 a range. (These menus originate from program #1530.) O If you leave the fields blank, the report includes all branches in your user profile. O Branch restrictions apply. |
Exclude |
No |
You may exclude ranges of branches from the report by selecting the ranges and then entering a check mark in the corresponding Exclude box. |
Dealer Ranges |
||
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.) O If you leave the fields blank, the report includes all dealers in your user profile. O Branch restrictions apply. |
Dealer |
No |
You may select up to three ranges of dealer IDs to limit the report to dealer IDs within the ranges. Select the ending dealer ID of the range. (These menus originate from program #1537.) O If you leave the fields blank, the report includes all dealers in your user profile. O Branch restrictions apply. |
Exclude |
No |
You may exclude ranges of dealer IDs from the report by selecting the ranges and then entering a check mark in the corresponding Exclude box. |
Running and Viewing a Report
For information on running and viewing a report, see Common Functions in SBN.
Report Example 1
The following graphic shows an example of a detailed version of the output of the Projected Cycle Billing report.
Column Descriptions 1
The following table describes the columns used in the output of the report.
Column |
Description |
Branch |
Branch ID. |
GL Account |
GL account number. |
Contract |
Contract number associated with the selected GL account number. |
Inst # |
Installation number associated with the selected contract. |
Dealer |
ID of the dealer associated with the selected installation number. |
Monthly Amount |
Amount of cycle fees for the selected contract number. |
Valid From Date |
Date the selected cycle fees became valid. |
Total for GL Account |
Identifies each GL account number associated with the branch. |
Total |
Count of the number of invoices attached to the selected GL account number. |
Invoices |
Total of the monthly cycle fees for the selected GL account number. |
Total for Branch |
Branch ID. |
Total |
Count of the number of invoices attached to all GL account numbers associated with the selected branch. |
Invoices |
Total of the monthly cycle fees for all GL account numbers associated with the selected branch. |
Grand Total |
|
Total |
Count of the number of invoices attached to all GL account numbers for all branches. |
Invoices |
Total of the monthly cycle fees for all GL account numbers associated with all branches. |
Report Example 2
The following graphic shows an example of the summary version of the Projected Cycle Billing report.
Column Descriptions 2
The following table describes the columns used in the output of the report.
Note: The following Header columns are applicable only to the detailed version of this report:
l Contract
l Installation #
l Dealer
l Monthly Amount
l Valid From Date
Column |
Description |
Branch |
Branch ID. |
Total for GL Account |
Identifies each GL account number associated with the branch. |
Total |
Count of the number of invoices attached to the selected GL account number. |
Invoices |
Total of the monthly cycle fees for the selected GL account number. |
Total for Branch |
Branch ID. |
Total |
Count of the number of invoices attached to all GL account numbers associated with the selected branch. |
Invoices |
Total of the monthly cycle fees for all GL account numbers associated with the selected branch. |
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 Projected Cycle Billing
The following table lists modifications and updates to the Projected Cycle Billing document.
Mod Number |
Date |
Description |
n/a |
8/06/14 |
Images updated. |