BL30.1 - Recurring Invoice
Use this form to create a recurring invoice. You create recurring invoices
for a service or set of services that you sell repeatedly, such as a leasing
service or a membership fee. You can later assign items to a recurring invoice
and assign it to a specific customer.
A recurring invoice acts as a template for a customer recurring invoice. The
system does not let you delete a recurring invoice if any customer recurring
invoice exists for the recurring invoice.
You can either enter a start and stop date for the recurring invoice or the
total number of invoices that can be created with this recurring invoice. For
example, enter 12 as the total number of invoices for monthly billing for a
one-year contract.
Recurring invoices are meant only for debit memos, not credit memos.
Updated Files
BLRIMAST - Primary file maintained by this program. Stores information
and control parameters to control creation of customer
recurring invoices and the subsequent invoices created from
those customer recurring invoices.
BLRIMLINE - Primary file maintained by this program. Stores information
and control parameters to control creation of customer
recurring invoice line items and the subsequent invoices
created from those customer recurring invoice line items.
BLRIMMISC - Stores information and control parameters to control creation
of customer
recurring invoice add-on charges and the subsequent invoices
created from those customer recurring invoice add-on charges.
BLRIMSGBLK -
OEINVCTYPE - Used to validate invoice types. If this is the first time the
invoice type is
referenced, the used flag is set.
SALESREP - Used to validate sales representatives. If this is the first
time the sales representative is referenced, the used flag is
set.
TERITORY - Used to validate territories. If this is the first time the
territory is
referenced, the used flag is set.
TERMS - Used to validate terms codes. If this is the first time the
terms code is
referenced, the used flag is set.
Referenced Files
BLRICUST - Used to edit that no customer recurring invoices exist. A
recurring invoice
cannot be deleted when there are any attached customer
recurring invoices.
CUCONV -
CURELAT - Used in converting monetary amounts between currencies.
GLSYSTEM - Used in the GL Company Edit routine.
ICCOMPANY - Used to validate the Inventory Control company.
ICLOCATION - Used to validate the Inventory Control location.
OECOMMHDR - Used to validate standard comment codes.
OECOMPANY - Used to validate the Billing company.
OEPRCLIST - Used to store default pricing parameters for price list,
promotion, and contract.
OEPROCLEV - Used to validate the Billing process level.
BL30.2 - Recurring Add On Charges
Use this subform to assign add-on charges to a recurring invoice at the
header level. The recurring invoice must already exist before you can attach
an add-on charge to it. You can enter the charge as a flat amount, not as a
percentage or a unit price.
Updated Files
BLRIMAST - Stores information and control parameters to control creation
of customer
recurring invoices and the subsequent invoices created from
those customer
recurring invoices.
BLRIMLINE - Stores information and control parameters to control creation
of customer
recurring invoice line items and the subsequent invoices
created from those
customer recurring invoice line items.
BLRIMMISC - Stores information and control parameters to control creation
of customer
recurring invoice add-on charges and the subsequent invoices
created from those
customer recurring invoice add-on charges.
BLRIMSGBLK -
OEINVCTYPE - Used to validate invoice type.
SALESREP - Used to validate sales representatives.
TERITORY - Used to validate territories.
TERMS - Used to validate Accounts Receivable terms.
Referenced Files
BLRICMISC - Stores information and control parameters to control creation
of invoices
for an add-on charge.
BLRICUST - Used to edit that no customer recurring invoices exist. A
recurring invoice
cannot be deleted when there are any attached customer
recurring invoices.
CUCONV -
CURELAT -
GLSYSTEM -
ICCOMPANY - Used to validate the Inventory Control company.
ICLOCATION - Used to validate the inventory control location.
OECOMMHDR - Used to validate standard comment codes.
OECOMPANY - Used to validate the Billing company.
OEMISC - Used to validate the Billing add-on charge code.
OEPRCLIST - Used to store default pricing parameters for price list,
promotion, and contract.
OEPROCLEV - Used to validate the Billing process level.
BL30.3 - Recurring Items
With this form, you can assign items to a recurring invoice line. You must
have already defined the recurring invoice before assigning items to it.
Updated Files
BLRIMAST - Stores information and control parameters to control creation
of customer
recurring invoices and the subsequent invoices created from
those customer
recurring invoices.
BLRIMLINE - Stores information and control parameters to control creation
of customer
recurring invoice line items and the subsequent invoices
created from those
customer recurring invoice line items.
BLRIMMISC - Stores information and control parameters to control creation
of customer
recurring invoice add-on charges and the subsequent invoices
created from those customer recurring invoice add-on charges.
BLRIMSGBLK -
OEINVCTYPE - Used to validate invoice type.
SALESREP - Used to validate sales representatives.
TERITORY - Used to validate territories.
TERMS - Used to validate Accounts Receivable terms.
Referenced Files
BLRICLINE - Used to edit that no customer recurring invoice lines exist.
A recurring
invoice line cannot be deleted when there are any attached
customer recurring
invoice lines.
BLRICUST - Used to edit that no customer recurring invoices exist. A
recurring invoice
cannot be deleted when there are any attached customer
recurring invoices.
CUCONV -
CURELAT -
GLSYSTEM -
ICCOMPANY - Used to validate the Inventory Control company.
ICLOCATION - Used to validate the inventory control location.
ITEMMAST - Used to validate the inventory control item.
OECOMMHDR - Used to validate standard comment codes.
OECOMPANY - Used to validate the Billing company.
OEPRCLIST - Used to store default pricing parameters for price list,
promotion, and contract.
OEPROCLEV - Used to validate the Billing process level.
OESLSACCT -
BL30.5 - Recurring Line Add On Charges
With this subform, you can assign add-on charges to recurring invoice lines.
The recurring invoice line must already exist before you can assign an add-on
charge to it. The add-on charge can be any type (flat amount, unit price, or
percentage). However, the zero-after option is valid only for flat amount
add-on charges.
Updated Files
BLRIMAST - Primary file maintained by this program. Stores information
and control parameters to control creation of customer
recurring invoices and the subsequent invoices created from
those customer recurring invoices.
BLRIMLINE - Primary file maintained by this program. Stores information
and control parameters to control creation of customer
recurring invoice line items and the subsequent invoices
created from those customer recurring invoice line items.
BLRIMMISC - Stores information and control parameters to control creation
of customer
recurring invoice add-on charges and the subsequent invoices
created from those customer recurring invoice add-on charges.
BLRIMSGBLK -
OEINVCTYPE - Used to validate invoice types. If this is the first time the
invoice type is
referenced, the used flag is set.
SALESREP - Used to validate sales representatives. If this is the first
time the sales representative is referenced, the used flag is
set.
TERITORY - Used to validate territories. If this is the first time the
territory is
referenced, the used flag is set.
TERMS - Used to validate terms codes. If this is the first time the
terms code is
referenced, the used flag is set.
Referenced Files
BLRICLINE - Used to edit that no customer recurring invoice lines exist.
A recurring
invoice line cannot be deleted when there are any attached
customer recurring
invoice lines.
BLRICMISC - Stores information and control parameters to control creation
of invoices
for an add-on charge.
BLRICUST - Used to edit that no customer recurring invoices exist. A
recurring invoice
cannot be deleted when there are any attached customer
recurring invoices.
CUCONV -
CURELAT - Used in converting monetary amounts between currencies.
GLSYSTEM - Used in the GL Company Edit routine.
ICCOMPANY - Used to validate the Inventory Control company.
ICLOCATION - Used to validate the Inventory Control location.
ITEMMAST - Used to validate Inventory Control item numbers.
OECOMMHDR - Used to validate standard comment codes.
OECOMPANY - Used to validate the Billing company.
OEMISC - Used to validate the Billing add-on charge code.
OEPRCLIST - Used to store default pricing parameters for price list,
promotion, and contract.
OEPROCLEV - Used to validate the Billing process level.
OESLSACCT -
INVOKED Programs
ACAC
ACCL
IFCU
IFSG
BLI2
BLI3
SLSE
SLSU
IFAC
IFAU
SLSS
ICI1
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