Maintain Customer Billing Cycle

Select the “Maintain Customer Billing Cycle” activity under the “Billing Setup”.

The “Maintain Customer Billing Cycle” page appears.

Customer Code	From the drop-down list box, select the code of the customer. The combo is loaded with various codes for you to choose. Mandatory.
Customer Name	The name of the customer is displayed on selecting the customer code.
Effective Period	From the drop-down list box, select the Effective From and To date range.

Enter the following field details under “Billing Cycle Parameters” in the header:

Billing Frequency	From the drop-down list box, select the required option. The combo is loaded with the values “Monthly – Fixed”, “Monthly – Varying”, “Weekly”, "Custom Frequency”. The system displays “Select” by default on launch of the page. Mandatory. Note: If “Monthly – Fixed”,” Weekly” or “Custom Frequency” is selected then in such case the “Cycle End Day” and “Next Cycle Start Day” fields are disabled.
Effective From Date	Enter the Effective From date for the billing cycle.
Number of days in a Cycle for Custom Frequency	The number of days in a cycle for custom frequency.
Cycle End Day	The end day of the current billing cycle. The combo is loaded with various options for you to choose. The system displays “Not Applicable” by default on launch of the page.
Next Cycle Start Day	The start day of the next billing cycle. The combo is loaded with various options for you to choose. The system displays “Not Applicable” by default on launch of the page.
Attendance Cufoff Basis	From the drop-down list box, select the required cutoff basis for attendance. The combo is loaded with the values “Specific Day of the Cycle” and “End of Cycle”. The system displays “Select” by default on launch of the page.
Cutoff as Specific Day in Cycle	The specific day for cutoff in cycle. This field has to be entered if “Specific Day of the Cycle” is selected in “Attendance Cutoff Basis”.

Enter the following field details under “Billing Computation Parameters” in the header:

Standard Days Per Cycle for Billing	The standard days per cycle for billing.
Hours Per Day Cap for OT	The hours per day cap for OT.
Hours Per Cycle Cap for OT	The hours per cycle cap for OT.
Number of Cycles to Generate	The number of cycles to generate. This field is entered with the value based on which the cycles would be generated in the multiline.

Click “Save Parameters” pushbutton to save the parameters entered. On saving, all the fields in the Customer Billing Cycle, Billing Cycle Parameters and Billing Computation Parameters will be saved.
Click “Generate Billing Cycles” to generate customer’s billing cycle. The system displays the “Billing Frequency”, “Effective From”, “Cycle Code”, “Start Date”, “End Date”, “Attendance Cutoff”, “Standard Days Per Cycle for Billing”, “Hours Per Day Cap for OT” and “Hours Per Cycle Cap for OT” in the multiline.
Click “Save Billing Cycles” pushbutton to save the billing cycle details.