Set Up an Agreement Service Billing Schedule Automatically

Set up an agreement service billing schedule automatically.

Note: These steps assume you have already set up the Periodic agreement service and flagged it for Separate Billing. If you have not, you must set up the agreement service first.
  1. From the Vista main menu, select Service Management > Programs.
  2. Double-click on the Agreements icon to open the SM Agreements form.
  3. In the Agreement field, enter the agreement for which to set up the billing schedule. Agreement must be in Quote status. Press F4 to select from a list of valid agreements.
  4. Click on the Work Schedule tab and double-click in the grid to open the SM Service form.
  5. In the Service Seq field, enter the periodic agreement service to work on (must be flagged for separate billing).
  6. Click on the Billing Schedule tab.
  7. Click the Automatic Scheduling button (above the tab pages). The SM Automatic Scheduling form displays.
  8. From the Frequency drop-down, select the frequency at which billings will occur. See the F1 help for more information.
  9. In the Start Date field, enter the date with which to start the billing schedule. The system will use this date as the billing date for all billing sequences in the schedule. For more information, see the F1 help.
  10. From the Tax Type drop-down, select 1-Sales, 2-Use, or 3-VAT to indicate the tax type for billing sequences. Leave blank if not applying taxes to billing sequences.
  11. In the Tax Code field, enter the tax code to us;e for all billing sequences. Leave blank if not applying taxes to billing sequences.
  12. In the Tax Basis Percent field, enter the percentage to use to determine the tax basis for billing sequences. Leave blank if not applying taxes to billing sequences. For more information, see the F1 help.
  13. Click Schedule. The system will auto-generate a billing schedule for the service based on the agreement term and the information you entered here.
    Once you generate a billing schedule, you can edit it as needed until you activate the agreement.