Using the Progress Billing Queue

Progress Billing provides a way to bill your customer incrementally for an order. The Progress Billing Queue gives billing visibility for what kind of items are outstanding. You can then create the actual billing from the queue or from the Progress Billing window. Orders remain in the queue until all active billings have been sent. This means that the queue continue to display even if orders have been invoiced or shipped, but still have open billings on the queue.

These are active orders that have billings set up and to show the billing manager what is ready for billing and what the schedule for billings is. The billing can then be created from the queue, as needed, without having to drill into the order and display the Progress Billing window.

Note: Before you begin, review Setting Up Progress Billing to make sure you have setup requirements complete.

For more information about how Progress Billing works on an overall scale, see Progress Billing Overview.

To...	Do this...
display the queue	From the Sales > Queues menu, select Progress Billing to display the progress billing queue. In the Ship Br/Tr/All field, enter the branch or territory from where items for the order will be shipped. This limits the queue to only those selections. To display them all, type ALL. In the Price Br/Tr/All field, enter the branch or territory from which items for the order will be priced. This limits the queue to only those selections. To display them all, type ALL. In the Next Billing Date Cut-Off field, enter the billing date after which the system should notdisplay orders. For example, you enter 3/15/14. Any orders with a Next Billing Date of 3/15/14 or later do not display. Click Update.
create one or more billings	Use the Select column and select the check box next to the order or orders for which you want to send the next billing. From the Edit menu, select Create Progress Billing. At the confirmation prompt, select Yes to create the billings. The system displays the order number and the associated billing number. Click here to see an example. Note: Users must be assigned the AR.PROG.BILL.INQ authorization key to create billings from the Progress Billing Queue.
	If you create a billing and no Next Billing Date has been specified, the system prompts you for a date for the next billing date. Set these billing dates in advance on the Progress Billing window.
	Depending on the number billings being created, the system displays a progress bar and alerts the user when the billing process is complete. Click here to see an example.
	The system alerts you if when you create a billing you are about to release shipping ticket. You are asked to confirm the process.
sort the queue	Click the column header to sort alphabetically by that column information.
change views	From the View menu, select Change View to select different columns on the queue to best suit your needs. For more information about the columns on the queue, see Progress Billing Queue Column Details below.
display a graph of the current queue display	Right-click and select Create Graph. For more information about graphing in Eclipse, see Creating Graphs in the Graphing documentation .
add a shortcut for the queue to the main Eclipse window	From the User Tools menu, select Add Widget Shortcut.

Progress Billing Queue Column Details

The following columns are available by default in the Progress Billing Queue:

Use User-Defined View Maintenanceto adjust the columns and display the information you want to see.

Column	Description
Next Billing Amount	The next amount due to bill to the customer.
Order #	The order number.
Customer	The customer listed on the original order.
Order Amount	The order total amount from the order.
Amount Shipped	The total for the items already shipped and the amount already billed to the customer.
Amount Billed	The total amount already billed through progress billing increments.
Shipped - Billed	The total amount shipped minus what has been already billed.
Progress Billing Balance	The amount left to be billed to the customer. This is the total of the order minus the amount that has already been billed. When a progress billing shipment is invoiced, the system includes that shipment on the Commissions Report when run in Paid mode. The remaining balance is included on the Commissions Report in Unpaid mode.
Next Billing Date	The next billing date for the order based on the Progress Billing window through Sales Order Entry.
Ship Br	The branch from which the items for the order will be shipped.