You can use the SM Billing Schedule Mod form to modify the billing schedule for Active agreements, without creating an amendment.

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 Billing Schedule tab.
4. Click the Modify Billing Schedule button.
   The SM Billing Schedule Mod form displays.
5. To modify an existing billing sequence:
   1. In the grid, select the billing sequence to modify.
   2. Modify the date, billing amount, or tax information as needed.
      If you modify the billing amount, the amount must be equal to or greater than 0.00. Additionally, you must adjust the remaining billing sequences until the Total Remaining equals 0.00.
   3. Save the record.
6. 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.
7. 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 for the sequence. Amount must be equal to or greater than 0.00.
   4. Use the Tax Type, Tax Code, and Tax Basis fields to enter the appropriate tax information or leave blank if no taxes are being applied to the billing amount.
   5. Save the record.
   6. Adjust the Billing Amount for the remaining billing sequences as needed until Total Remaining equals 0.00.
8. When you have completed modifying the billing schedule, click Apply.
   The system displays a confirmation message.
9. Click Yes to implement the changes.