all about oracle applications_ balance forward billing in r12

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8/14/2014 All about Oracle Applications: Balance Forward Billing in R12

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1 . Enter t he na m e, description, start date, and frequency of the balance forward

bi ll in g cy cle .

2. Enter th e frequency of the balance forw ard bi l l ing cy cle: dai ly , weekly , or

m o n t h l y .

To define daily cycles:

1 . Enter th e num ber of days the bi l l ing should repeat.

2. (Optional) Select Exclude Satur day s and Sunday s.

To define weekly cycles:

3. Enter t he nu m ber of weeks the bi l l ing should repeat.

4. Select th e day of the w eek the bi l l ing should occur.

To define mont hly cycles:

5 . Enter th e num ber of months the bi l l ing should repeat.

6. Select the day of the m onth the bi l l ing should occur.

Bi ll ing ca n occur on m ore tha n one day. For cy cles with a bi l l ing

day between 29 and 3 1 , Receivables considers the last day of the

m onth a s the bil l ing day for m onths with fewer day s.

7 . Select either All Days or Exclude Saturday s and Sunday s

Th e importan ce of creating a Balan ce Forw ar d Billing Cy cle is as below:

To determine the billing date of a balance forward bill.

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A R C H I V E S

2010(1)

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Balance Forward Billing

in R12

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A B O U T M E

PRADEEP B

VI EW MY COMPLETE PROFILE
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Billing and Payments

Debt Consolidation Lo

Oracle 11I R12
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default respectiv ely to 1 and 1 00.

o Date Due becom es disabled. Howev er, y ou can populate Day s, Day of

Month, a nd Month s Ahead.

Note:You ca n n ot ch a n g e e x ist in g pa y m en t ter m s fr om r eg u la r

p a ym ent terms to ba la nce f orw a r d b il l ing p a y m ent terms a nd v ice

v er sa .

Step 3:Enable Balan ce Forward Billi ng

Enablin g bala nce forwar d billing is a tw o step process:

Setting Up Customer Profile Classes

Setting Up A ccount and Site Profiles

Depending on setu p, customer s can gen erat e balan ce forw ard bills consolidated at

either the account or si te lev el:

Step a : Set ting up Cus tome r Pro file Class es fo r BFB

Nav igat e to : Receiva bles => Customer => Profile Classes

In th e Balan ce Forw ar d Billing r egion, select Enable.

Note:Wh en w e sel ec t Ena bl e, Bil l Lev el a nd T y pe be com e r equ ir ed a nd t h e Pa y m en t

Term s list of v alues display s only balance forw ard bi l l ing pay m ent term s. If you do

not select Enable, then Bill Lev el and Ty pe are not required and th e Pay m ent Term s

list of v alues display s only non-balance forw ard bi l l ing pay m ent term s

Not selecting Ove rride Terms ensures that a ll tran sactions for a particular custom er
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account or si te shar e the same balance forwa rd bi l ling pay m ent term , due date, and

a ging .

Step b: Setting Account an d Site Profiles for BFB

Navigate to : Receivables => Customer => Customers

The profile is attached at the Account Level. This is indicated in the screen shot below .

Important:We m u st en a bl e b a la n ce for w a r d b il li n g for a cu st om er bot h a t th e

accoun t an d site profile level in order for Receiv ables to pick any tra nsactions of the
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custom er. If balance forw ard billing is enabled at the site profile lev el but not at th e

accoun t profile lev el, the applicat ion does not recognize th e site as a balan ce forw ard

bi ll in g site. A lt h ou g h tr a n sa ction s for th e sit e c on t in u e to inh er it th e b a la n ce

forw ard bi l l ing pay m ent term , Receiva bles nev er picks them u p.

Profile Class is atta ched a t th e Site Level a lso.

Cha nge th e System Option Setting s to enable the Billing Num ber to be display ed in

the Tran sactions screen.

Na vigate to: Receivab les => Se tup => System =>Sys tem Options
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In th e Tran s and Custom ers Tab, check Show Bill ing Num ber.

Once done, create a tran saction w ith th e same cu stom er. The im portan t point to

note here i s to ha ve the t ra n sa ct ion w i th the sa me Pa ym ent Term. Th e p a ym ent

term should be the one attached with the Bill ing Cy cle. Also, ensure tha t the

tra nsaction ha s the Print option (More ta b) set to Print. Th e tran sactions m ark ed

w it h Do Not Pr in t a r e n ot in clu ded i n th e Ba la n ce For w a r d Bi ll in g pr ogr a m .

now, th e next step is to Run th e Generat e Bala nce Forward Bill program

The output for the program is as shown below.
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When the transaciton is querie d, we can see the Consolidated Billing

numbergenerated in the Transaction, just besides the Transaction Number.

The following tables are involved in the creation of a Balance Forward Billing

Program.

AR_CONS_BIL L_CY CL ES_B

AR_CONS_BIL L_CY CL ES_TL

AR_CONS_BIL L_CY CL E_DAT ES

AR_CONS_INV _AL L

AR_CONS_INV _T RX_ALL

AR_CONS_INV _T RX_LINES_AL L

Note:This also refers the pay ment terms table where the Bill_Cycle_ID is

used.
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Newer Post Older Post

This finishes a cy cle for Balance Forward Billing. Y our c omments and queries

are always welcome.

LABELS: FUNCTIONAL

2 C O M M E N T S :

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Rajasaid...

Hi,

Thanks for the article, its v ery conclusive on Balance forward b illing. I

have a question though. If a customer is balance forward bill enabled,

is it possible to print the c hild invo ices separately still being balance

forward b illing enabled ??

My requirement is the child invoic es shouldn't be allowed to print

separately when BFB enabled.

Thanks in adv ance.

6 : 3 4 P M, A U GU ST 1 1 , 2 0 1 1

Anony mous said...

Hi,

We want to use balance forward billing to co nso lidate open invoice s for

our c ustomers. Issue is that we have split payment terms we offer

customers to pay their invoic e ove r a period of time, which creates

multiple installments. Yo u can't set up a balance forward payment term

with installments. Can y ou think of any other way to co nso lidate our

installment invo ices?

Thanks,

Julia

4 : 5 1 A M , J A NU A R Y 0 4 , 2 0 1 4
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