Billing Proposal
A fleet billing proposal collects fleet order services and items to bill, priced with tax, for one customer.
What it is for
Copy From › Fleet Maintenance Order brings the order's lines; open Resources on a service line to see its resources. The proposal posts nothing. The invoice is made on the Customer Invoice screen in Receivables, on a journal whose billing type is the fleet billing proposal, by picking this proposal: service lines become invoice lines for the fleet service, item lines for the item.
In this release the Item tab shows a grid with no column set-up; items copied from the order appear on the Billing Proposal tab with Line Type "Items".
Every field in plain words
Totals. The Total button (or the totals panel) shows Gross Amount, Discount Amount, Net Amount, Tax Amount, Amount Including Tax. They are worked out from the lines and cannot be typed.
General
| Field | What it means | What to put |
|---|---|---|
| Billing Proposal | The code or number of this record | A short unique code, or the next number when a number range is set up. Required. Cannot be changed once saved |
| Posting Date | The date of the document | A date. Taxes on the lines are worked out for this date. Required |
| Responsible | The person responsible | Pick from the responsible persons list |
Account Information
| Field | What it means | What to put |
|---|---|---|
| Customer | The customer the work is for | Pick from the customer list. Required. Cannot be changed once saved |
| Name | The customer name | Fills in from the customer. Required |
| Customer for Invoice | Who the invoice goes to | Pick a customer. Required. Cannot be changed once saved |
| Notes | A note on the document | Free text. Required |
Currency Information
| Field | What it means | What to put |
|---|---|---|
| Currency | The currency of the prices | Pick a currency. Required. Cannot be changed once saved |
| Exchange Date | The date the exchange rate is read for | A date. Required. Cannot be changed once saved |
| Exchange Rate | Rate from the document currency to the company currency | Fills in from the rates for the exchange date; change it if your rate differs. Required. Cannot be changed once saved |
| Order Journal | The journal of the document | Pick a journal |
| Posting Profile | The posting profile | Pick a posting profile |
| Responsibility Central | The responsibility center | Pick a responsibility center |
| Tax Zone | Tax zone used to find the tax rates | Pick a tax zone. Cannot be changed once saved |
| Tax Exempt number | The customer's tax exemption certificate number | Free text |
| Sales Area | Sales area | Pick a sales area |
| Sales Organization | Sales organization | Pick a sales organization |
| Sales Team | Sales team | Pick a sales team |
| Customer Reference | The customer's reference | Free text |
Billing Proposal
| Column | What it means | What to put |
|---|---|---|
| Line Type | Service or item | Fills in from the order |
| Number | The service or item number | Fills in from the order |
| Name | Its name | Fills in by itself |
| Unit | Unit of measure | Fills in by itself |
| Quantity | How many | A number greater than zero |
| Price | Price per unit before discount | An amount |
| Gross Amount | Quantity times price | Calculated |
| Discount Amount | Discount on the line as an amount | An amount, or leave it to the percentage |
| Discount % | Discount on the line as a percentage | A percentage, at most 100 |
| Net Price | Price per unit after discount | Calculated |
| Net Amount | Line amount after discount | Calculated |
| Tax Group | Tax group of the line | Pick a tax group. With the tax zone it decides the tax lines |
| Tax Zone | Tax zone used to find the tax rates | Pick a tax zone |
| Resources | Resources of the billed service line | Open it to see them |
| Line Text | A note on the line | Free text |
How to configure it
Make sure the Fleet Origin line for the fleet order exists.
Scenarios
- A fleet operator bills its customer monthly. One proposal per customer per month, copied from that month's orders.
What it is connected to
- Fleet Maintenance Order
- Customer Invoice - the invoice made from the proposal.
- Lists and reports - Billing Proposal report.
If something looks wrong
- Copy From says "No Data selected in Lines". Tick at least one line.
- The Item tab is empty. Broken as shipped; the items are on the Billing Proposal tab.