Service item billing schedules
A billing schedule can include billing for service items. Service items are services that are not tied to specific assets, such as grounds maintenance or plant security. The service item charges are copied to sales orders when a bill batch is created for the billing schedule. The sales orders are copied to the bill batch.
If the customer agreement is in Draft, WAPPR, or PNDREV status, you can set the service item prices to their default value, which is the value from the appropriate price book revision. The appropriate price book revision is based on the price effective date, the customer agreement start date, and the next bill date. If no matching price book is found, the billing schedule price is not changed.
Example of billing for services
The XYZ Service Company performs grounds maintenance service to hospitals and healthcare providers. The customers receive scheduled service and on-call services. Customers who receive these services sign a service level agreement that specifies a monthly charge for services.
The agreement billing schedule lists each regular service, such as lawn care, the monthly charge for the service, and the number of months that XYZ agrees to provide the services at the guaranteed fee. The agreement also provides for on-call and on-demand services, such as snow plowing, at a stated time and material price structure. The terms of this agreement allow occasional revisions. The revisions allow services to be added or removed from the agreement, and for the prices to be increased or decreased.
The billing process for the identified services consists of billing for the listed charges on the current revision of the billing schedule on the day that is specified on the billing schedule.