Recording Bill-to Customer details

This tab enables you to define details relating to the customer for invoicing.

Select the “Bill-to Customer” tab in the “Edit Pricing and Invoicing Details” page.
Enter the following fields in the “Bill to Address” group box:

Bill to Customer #

Use the drop-down list box to specify the customer with whom the flight contract is entered. Mandatory. The system lists the following options:

By default the system leaves this field blank.

Bill to Address ID

Use the drop-down list box to specify a unique number that identifies the address of the customer to which the bill has to be addressed. Mandatory. The system lists all the Address IDs as defined in the “Create Customer Record” activity of the “Customer” business component.

Example: Ship To., Bill To.

Note that this field remains blank if no value is selected in the “Bill to Customer #” drop-down list box.

By default the system leaves this field blank.

Alternate Permitted

Select the check box to specify if alternate addresses are permitted.

The system displays the following fields in the multiline:

Customer Name	The name of the customer whom the contract is entered into. The system displays the Customer Name # as specified in the “Main Info.” tab of the contract.
Address 1	The first line of the customer address.
Address 2	The second line of the customer address, if any
Address 3	The third line of the customer address, if any
City	The name of the city.
Zip	The zip code identifying the address area.
State	The name of the state.
Country	The ISO code given to the country.
Contact Person	The person to be contacted regarding billing.
Work Phone #	The phone number of the customer
Email	The e-mail ID of the customer
Fax	The fax number of the customer

Enter the following fields in the “Invoice & Receipt Modes” group box:

Inv. Transmittal Mode	Use the drop-down list box to specify the mode of transmitting the invoice. Mandatory. The system lists the following options: Electronic Manual By default the system leaves this field blank.
Inv. Generation	Use the drop-down list box to specify the mode of generating the invoice. The system lists the following options: Automatic Manual By default the system leaves this field blank.
Receipt Method	Use the drop-down list box to select the flow of receipt from the customer. The system lists the following options: Regular - Select this option if receipt from the customer is on a regular basis. By default the system leaves this field blank.
Receipt Mode	Use the drop-down list box to select the mode of receipt from the customer. The system lists the options, Cash, Check, Credit Card, Demand Draft, Direct Credit, Direct Debit, EFT and Others. By default the system leaves this field blank.
Our Bank Code	A unique bank code identifying the bank in which the customer is required to make payments due to you. Mandatory. This bank code is specified for easy identification of bank account. The bank code must be unique across the company. By default the system leaves this field blank.

Enter the following fields in the “Exchange Rate” group box:

Fwd. Cover Applicable?

Use the drop-down list box to specify whether forward cover (A forward cover is taken to protect a trader from unfavorable exchange rate movements of the currency in which trading takes place) is applicable for billing purposes. Mandatory. You can select from the options “Yes” or “No”. By default the system leaves this field blank.

Forward Rate

The agreed rate at which a currency is to be exchanged at a future date irrespective of the exchange rate fluctuations. Data entry in this field is mandatory if “Yes” is specified in the “Fwd. Cover Applicable?” field.

Ensure that the value entered in this field is a positive value greater than or equal to “0”.

Click the “Save Billing Terms” pushbutton to save all the Bill to customer details against generated the Contract # and Revision #.

The system performs the following:

Updates the status of the Contract / Rev. # to “Fresh” if modifications are made to a “Returned” Contract / Rev. #.
Does not allow modification if the status of the Rev. # is “Confirmed", "Revised", "Cancelled", "Closed" or “Approved” status.

For unapproved contracts, updates the modified details against the same Contract # / Revision # without generating any incremental Revision #.
In case of an approved contract, generates an incremental Revision # and saves all the modified details to that revision number.

Updates the status of the contract from “Draft” to “Fresh” only if the following details are specified in the Edit Pricing & Invoicing Info. page:
Values must have been defined in the “Parameters” tab.
At least one definition must have been made in the “Inv. Basis” tab
At least one rate definition should be defined for all the Billing Heads (excluding Operating Charges for Usage) for which invoicing basis is defined in the Inv. Rates tab.
If the parameter “Slab rates for usage based charges” in the “Parameters” tab page is set as “Applicable”, at least one rate in the 'Usage Rates - Slab Based' page must be defined. If the option is set as “Not Applicable” at least one rate in the 'Inv. Rates' page must be defined.
Bill to Customer and Invoicing Policies must have been defined in the Contract if the type of contract is “Customer Specific”.
Updates the status of the contract from “Draft” to “Fresh” only after all the mandatory details are provided.

Prerequisites

The Contract type must be set as “Customer Specific”.

Note: Do not specify details in this tab if the type of contract is “General”.