Enter the value to be billed on the selected day.

This field is only enabled if you selected to bill a value.

Enter the percentage of the selling price to be billed on the selected day.

This field is only enabled if you selected to bill a percentage.

This indicates the date on which the contract is due to be completed.

The date defined against the contract (see Browse on Contracts) is displayed by default, but can be changed.

Select this to create the schedules according to the information you entered.

Schedules are created at job level.

The schedules are created according to the following criteria:

Enter the date on which the schedule must be created.

You must enter a working day.

Enter the value to be billed on the selected date.

This field is only enabled if you selected to bill a value.

Enter the percentage of the selling price to be billed on the selected date.

This field is only enabled if you selected to bill a percentage.

This displays the total amount still to be billed for the job.

This amount is decreased/increased each time you use the Add and Remove functions.

You will be unable to continue adding schedules when this value reaches zero.

This displays the total percentage still to be allocated to billing schedules.

This percentage is decreased/increased each time you use the Add and Remove functions.

You will be unable to continue adding schedules when this percentage reaches zero.

This indicates the date on which the contract is due to be completed.

The date defined against the contract (see Browse on Contracts) is displayed by default, but can be changed.

Select this to create the schedules for the selected dates.

Schedules are created at job level.

Enter the percentage to bill for the selected head/section.

The percentage you enter applies to the percentage completion of the head/section you selected and the percentage to bill.

For example:

You have a hierarchical job which has Head 1 and sections S1 and S2 for Head 1.

If you select S1 and enter 10%, then the customer will be billed for 10% of the selling price for S1 when S1 is 10% complete.

You use the Distribute Sales Order Value program to define the selling price for each head/section.

Select this to create the billing schedules according to the information you entered.

The schedules are created at job level, for the specific head/section in the hierarchy. Schedules are billed when the head/section reaches the percentage defined on the schedule.

Committed values and uncommitted values are compared to determine when the required percentage or value on a schedule has been reached. The committed value for a job is the value of material/subcontract work or labor that has been issued to the job, and any outstanding purchase orders placed for the job less any cost of sales. The uncommitted value for a job is the value of material/subcontract work or labour that has been allocated to the job but not yet issued. This excludes allocations covered by outstanding purchase orders for the job. Once a purchase order has been raised as a result of an allocation for a job, the value of the purchase order is considered to be a committed value.

For example, if a schedule exists for a job when Head1/Section 1 is 10% complete, then the Billing Schedule Review program will bill 10% of the selling price for Head 1/Section 1 when Head 1/Section 1 is 10% complete. Committed values and uncommitted values are compared to determine when Head 1/Section 1 is 10% complete.

Select this to create the billing schedules according to the information you entered.

Schedules are created at job level for the specific head/section in the hierarchy.

You define anticipated costs against a job hierarchy using the Hierarchies for Job program. The first anticipated cost is compared to the committed cost to determine when the required percentage or value on the schedule has been reached. The job is billed when the specified percentage is reached. The committed value for a job is the value of material/subcontract work or labor that has been issued to the job, and any outstanding purchase orders placed for the job less any cost of sales.