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Prebilling Types

Prebilling Types

Prebilling Types


Prebilling Types

Program #:   1801

Module:    System Administration

Overview

Use Prebilling Types (program #1801) to define prebilling types and the types of text that appear on invoices. A menu of prebilling types appears in the Prebill tab of Work Orders.

To access this program, select Prebilling Types (program #1801) from the main menu of SBN.

The Prebilling Types Window

The following graphic shows Prebilling Types as the program opens. The upper pane displays previously defined prebilling types.

Field/Column Descriptions

The following table describes the fields and columns used in Prebilling Types.

Field/Column

Description

Abbreviation

Identifies the selected prebilling type.

Description

Text description of selected prebilling type.

Revenue Type

Select the revenue type that identifies the selected prebilling type. (This menu originates from program #1512.)

O    SBN assigns a unique revenue type to prebillings. Invoicing can redistribute prebillings to the normal revenue type when the final billing for the work order occurs.

Debit

Free-form text that appears on the invoice export that identifies the selected prebilling type.

Credit

Free-form text that appears on the invoice export and identifies the credit line to which Invoicing redistributes the revenue.

Using Common Functions

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

Zooming into the Sublevel

The Prebilling Types window contains a sublevel in which you may associate prebilling types with work order types. To access the sublevel tab, choose Zoom.

The Work Order Types Tab

The Work Order Types tab allows you to attach work order types to the selected prebilling type. The prebilling type then only appears in the drop-down menu of the Type field in the Prebill tab of work orders of the selected work order types.

The following graphic shows the Work Order Types tab with information displayed.

Button Functions

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

Button

Name

Shortcut Key

Action

Description

Get

ALT+F1

1801/ 1

Get record.

Change

F2

1801/ 2

Change selected record.

New

F3

1801/ 3

Create new record.

Delete

SHIFT+F10

1801/ 4

Delete selected record.

Undelete

ALT+F10

1801/ 5

Restore deleted record.

Print

CTRL+F8

1801/ 6

Print selected records.

Copy

SHIFT+F3

1801/999

Copy selected field.

Previous

F4

1801/999

Select last record.

Next

F5

1801/999

Select next record.

Zoom

1801/ 7

Zoom in/out of sublevel.

Work Order Types Tab

Get

ALT+F1

1801/11

View selected work order type details.

New

F3

1801/13

Add a new work order type.

Delete

SHIFT+F10

1801/14

Delete the selected work order type.

Modifications and Updates to Prebilling Types

The following table lists modifications and updates to the Prebilling Types document.

Mod Number

Date

Description

n/a

8/22/14

Images updated.

F1 Help

Delphi Forms ubprebilltypesform
Program Numbers 1801


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