Recording billing details

Select the “Billing Terms” tab in the “Manage Customer Order" page.

Note: While creating a customer order, it is mandatory that you record details in “Order Details” and “Work Execution Info.” tab pages before recording the “Billing Terms” tab page.

Enter the following in the ”Bill to Address” group box.

Bill to Customer #

Use the drop-down list box to select the customer to whom the service must be billed, Mandatory. The system lists all bill to customer #s defined for the customer in the Customer component.

By default, this field is set to the bill to customer # defined in the contract associated with the customer order. However, if the bill to customer is not available in the contract, the default bill to customer defined for the customer in the Customer component is displayed here, by default.

Bill to Address ID

Use the drop-down list box to select the address to which the bill must be dispatched, Mandatory. The drop-down list box displays “Adhoc” as well as all bill to addresses defined for the customer in the Customer component.

By default, this field is set to the bill to address ID defined in the contract associated with the customer order.

The system displays the following.

Customer Name

The name of the customer.

Enter the following contact details of the customer in the ”Bill to Address” group box.

Note: The”Bill to Address” group box displays address and contact details as defined for contract associated with the order. However, if these details are not set for the contract yet, the following fields display address and contact details defined for the Bill to Customer # and Bill to Address ID combination. However, no details are retrieved in the group box, if you have selected “Adhoc” as the Bill to Address ID.

Customer Contact Person	The person to contact on behalf of the customer.
Work Phone #	The phone number to contact the customer.
Address 1	The first row of the address of the customer, Mandatory.
Address 2	The second row of the address of the customer, if any.
Address 3	The third row of the address of the customer, if any.
State	The state in which the customer is located.
Country	The country in which the customer is located.
City	The city in which the customer is located, Mandatory.
ZIP	The zip code of the address, Mandatory.
Email	The email address of the customer.
Fax	The fax number of the customer.

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

Inv. Transmittal Mode	Use the drop-down list box to select the mode of invoice payment by the customer. The drop-down list box displays the following: Electronic and Manual. By default, this field displays the invoice transmittal mode defined for the contract associated with the order.
Inv. Generation	Use the drop-down list box to select the mode of generation of invoice. The drop-down list box displays the following: Automatic and Manual. By default, this field displays the invoice transmittal mode defined for the contract associated with the order.
Pay term	The code identifying the pay term to be associated with the customer order. The pay term you specify must exist in “Active” status in the Pay Term component. Help facility available
Receipt Method	Use the drop-down list box to select the method by which the payment will be received. The system lists the following: Regular – to receive payment through regular method By default, this field displays the invoice transmittal mode defined for the contract associated with the order.
Receipt Mode	Use the drop-down list box to select the receipt mode. The system lists all the receipt modes as defined in the “Bank Cash Definition” business component. By default, this field displays the Receipt mode defined for the contract associated with the order.
Our Bank Code	Use the drop-down list box to select the banker to the organization. The drop-down list box displays all the Active bank codes defined in the Bank Cash Definition component.

Enter the following in the “Exchange Rate” group box.

Fwd. Cover Applicable?

Use the drop-down list box to specify whether the forward cover is applicable at the time of invoicing /payment. The system lists the options “Yes” or “No”.

The system displays “No” by default.

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.

Select the “Save Billing Terms” pushbutton.

The billing details are updated in the customer order.

If you have made changes to a customer order that is already approved or Processed (status = ”Approved”/ “Processed”), a subsequent revision for the customer order is created by the system. However, the revision number remains the same when you make changes in the customer order that is in “Draft” or “Fresh” status.

To proceed

Select the “Order Details” tab to record customer order details.
Select the “Work Execution Info.” tab to record work scope details.
Select the “TAT & Commercials” tab to record TAT details.
Select the “Shipping Terms” tab to record shipping details.
Select the “Taxes/Charges/Discount” tab to record TCD details.