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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.

Detail View Header

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.

Detail View

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.

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.