Setup

Description

Electronic Payments Setup and Administration

Utilize this setup information to create Recurring Electronic Payments for a storage billing run.

Rate Plan Setup

Use this setup to define attributes of the rating information available within Add Billing Item.

Report Setup

Set invoices documents available to users through the Invoice Report menu in Recurring Billing Generation by assigning documents to a Report System Location of “Recurring Billing Invoice.”

Revenue Group Setup

Set the Revenue group for storage billing flag to a particular Revenue Group for transaction processing during a storage billing run.

This flag can only be set on one Revenue Group record.

Security Profile Setup  

Use this setup to provide access to user profiles assigned through Personnel Setup. The following modules relate to Recurring Billing:

Recurring Billing Setup

Access Type of “Read Only” restricts users to viewing details only within Recurring Billing.  Access Type of “Full” grants user access to all module functionality.

Recurring Billing Management

Access Type of “Read Only” restricts users to viewing past billing runs and billing details only within Recurring Billing Generation.  Access Type of “Full” grants user access to all module functionality.

Electronic Payment Management

If processing Recurring Electronic Payments, then assigning this module grants a user the privilege of using the Payment Method Management screen to update the payment method of a Recurring Billing record. Assign “Full” access for the particular branch you wish users to access.

Branch values must match those defined for the user within their Assigned Branches in Personnel Setup.

Manager flag has no effect on Recurring Billing and Storage functionality.

Refer to Electronic Payments Setup and Administration for related setup information.

Storage Billing Cycle Type Setup

Define billing cycle attributes applied through the Billing Cycle field of a Billing Record.

Storage Item Type Setup

Define the Item Code values assignable through the Item Type field in Add Billing Item.

Storage Requirement Setup

Define the options available through the Storage Requirement field in Move Information. 

Storage Deferral Setup

Define the attributes of the general ledger account created when billing charges are processed using this setup.

Storage Type Setup

Define the options available through the Billing Type field in the Billing Record.

System Email Setup

Use this setup to define the subject and body of the email messages generated through a billing run.

Warehouse Setup

Define the values available through the Warehouse field in Add Billing Item.