The Billing Adjustment screen allows you to setup billing charges for items or services for single Units or for a Department as a whole.
To add a Billing Adjustment Record, select either 'Unit' or 'Department' from the type drop down and enter or select the Unit/Department number from the list of values (LOV).
Enter or select a Default Billing Item for Account Numbers on New Entries. Typically the Billing Item, 'SPCL ITEM' is used.
Description - Enter a description for the adjustment item. This field has a limit of 30 characters.
Amount Per Period - The dollar amount to be billed per Fiscal Period.
Total Periods - Total number of fiscal periods to apply the adjustment.
Total Amount - This will depend on the amounts entered in the previous two fields and will populate automatically.
First Period - First fiscal period the charge will be applied.
Location - If System Flag 5166 is set to 'Y', this field will be required. Must be a valid location from Location Main. For informational purposes only.
Department - Enter a valid Department value here if you want the billing report to show this charge under the entered Department.
Expense-Using Account Numbers - Must be a valid Direct Account number for the using department.
Revenue-Owning Account Numbers - Must be a valid Direct Account number for the owning department.
System Flags
5166 - Bill Adjust Location is Required? (Y/N) - If this flag is set to 'Y', the Billing Adjustment frame will require a location for each entry.
Billing Application User Training Guide
Last Update: 07/14/2017
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.