SM Automatic Scheduling Form

Use the SM Automatic Scheduling form to set up billing schedules and amortization schedules automatically for agreements and agreement services based on selected criteria.

You can access this form for agreements and agreement services (in Quote status only) as follows:

  • Agreements — In SM Agreements, select the Billing Schedule tab and click Automatic Scheduling.

    If creating an amortization schedule, select the Amortization tab and click Automatic Scheduling.

  • Agreement Services — In SM Agreements, select the Work Schedule tab and double-click in the grid to open SM Service. Select a "periodic, billed separately" service, click on the Billing Schedule tab, and click Automatic Scheduling.

    If creating an amortization schedule for the service, select the Deferral tab in SM Service and click Automatic Scheduling.

Scheduling options include the billing frequency and start date, which the scheduling process uses in conjunction with the agreement term to generate the billing or amortization schedule. The system distributes the total billing amount equally across all billing or deferral sequences.

If you have specified to include taxes (billing schedules only), the system calculates the tax amount for each billing sequence based on the total billing amount and the tax basis percentage.

Once you have generated a schedule, you can modify it as needed until you are ready to activate the quote.

Note: You can also set up billing and amortization schedules manually. For more information, see SM Agreements and SM Service.Tasks

The following are tasks related to automatic scheduling:

Set Up an Agreement Billing Schedule Automatically

Set up an Agreement Amortization Schedule Automatically