Billing Periods |
This screen enables you to insert and update information for billing period data that the Web Modules and MAXQueue can also use. Rather than entering direct database updates, this screen enables you to enter or edit data through the Enterprise Portal.
Billing periods cannot be deleted if any transactions exist in the period. Periods also cannot be deleted if it is set to CLOSED status.
The field in the top section of this tab defaults from the information entered on the Basic Info tab. The field is read only.
Period ID
Identifier of the linear asset currently selected in the grid. The asset description displays to the right of the ID. This must be a unique value if creating a new entry.
Data in the fields in the bottom section of this tab identify the department, tax code, and company IDs associated with the linear asset. Unless otherwise indicated, these fields are required.
Description
The description of the billing period. This field is required.
End date
The last day of the billing period. This is required.
Status
The status of the billing period. The status can either be PENDING, OPEN, PENDING CLOSE, or CLOSED. The following information applies to each status.
PENDING: Users can edit the Description, End Date, Locked and Status fields. From PENDING, the period can be set as OPEN, PENDING CLOSE, and CLOSED.
OPEN: Users can edit the Description, End Date, and Locked and Status fields. There can only be one open period at a time. From the status of OPEN, the period can be set to PENDING CLOSE, or CLOSED.
PENDING CLOSE: Users can edit the description, and Locked and Closed checkboxes, along with the Closed date. From PENDING CLOSE, the period can be set as CLOSED.
CLOSED: The record can no longer be edited. If you set this status, you must also set the Closed date.
Locked
Check this box to disable changes to the billing period. This can only be edited in OPEN, PENDING, PENDING CLOSE, or CLOSED.
Closed
Check this box to set the billing period to closed and disable additional changes. This is required when status is set to CLOSED.
User ID closed: The ID of the user that closed the period. This is required when status is set to CLOSED.
Closed date: The date the period was closed. This is required when status is set to CLOSED.
Closed comments: Any additional comments. This field is optional.