Modify a Service Billing Schedule

You can modify the the billing schedules for active periodic services that are billed separately, without creating an agreement amendment.

You can change or delete existing billing sequences, as long as they have not been invoiced, as well as add new billing sequences if applicable. However, this functionality is only available for agreement services using a Periodic, Billed Separately pricing method. Agreement services using any other pricing method are billed with the agreement or through the work order and do not have billing schedules.
  1. Open the SM Agreements form.
  2. In the Agreement field, enter the active agreement to work with or press F4 to select from a list of valid active agreements.
  3. Click the Work Schedule tab.
  4. Double-click on the applicable agreement service.
    The SM Service form opens.
  5. Click the Billing Schedule tab.
  6. Click the Modify Billing Schedule button.
    The SM Billing Schedule Mod form displays.
  7. To modify an existing billing sequence:
    1. In the grid, select the billing sequence to modify.
    2. Modify the date, billing amount, and/or tax information as needed.
      If you modify the billing amount, you must adjust the remaining billing sequences until the Total Remaining equals 0.00.
    3. Save the record.
  8. To delete a billing sequence:
    1. In the grid, select the billing sequence to delete.
    2. Click Delete.
    3. Adjust the Billing Amount for remaining billing sequences as needed until Total Remaining equals 0.00.
  9. To add a new billing sequence:
    1. Place focus in the grid and click New Record.
      The system automatically inserts a new line and assigns a billing sequence number.
    2. In the Date field, enter the billing date.
    3. In the Billing Amount field, enter the billing amount (equal to or greater than 0.00) for the sequence.
    4. Use the Tax Type, Tax Code and Tax Basis fields to enter the appropriate tax information or leave blank if you are not applying taxes to this billing sequence.
    5. Click Save.
    6. Adjust the Billing Amount for the existing billing sequences as needed until Total Remaining equals 0.00.
  10. When you have completed modifying the billing schedule, click Apply.
    The system displays a confirmation message.
  11. Click Yes to implement the changes.
The system updates the changes to the Billing Schedule tab in SM Service.