CORE - Rental Order Contract Billings - Return Billing

Return Billing:
If rental order contract is in “returned” status and there are no other open rental orders for same project, billing will not be picked up in Continuation Billing and Return Billing must be run.

Monthly Billings:
will either run automatically on the scheduler for all yards, on a specified day of the month or run manually at the request of the Financial Manager.  Both Continuation and Return Billings should be run monthly to catch either of the above listed scenarios on Rental Order Contracts 

Return Billing Steps (Monthly):

STEP 1: Click Billing / Approvals

STEP 3: Click Return Billing

STEP 4: Click Create New

STEP 5: Cut-Off Date:  Enter the month end Cut-off date (the month you would like it to be billed through)

STEP 6: Bill by: Leave default as All

STEP 7: Transaction: Leave blank for All

STEP 8: Branch: Leave default of your branch

STEP 9: Account: Leave blank for All

STEP 10: Bill Date: Use "CMiC Post Date" for period of this Billing

STEP 11: Selection criteria: Leave blank for All

STEP 12: Contract: Leave default of 0 for All

STEP 13: Click Save to start the billing run

STEP 14: Click Yes

STEP 15: Click Yes

STEP 16: Click the X in the upper right hand corner to close

NOTE: The Return Billing screen will close and launch return billing.  Billing records will be calculated and the system will integrate to CMiC on the scheduler or when manually run.  Note:  If you need a billing integrated to CMiC right away, contact your system administrator.