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Header Billing plan percent AND value entry

Former Member
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In Billing Plan (Header) Is there a way to enable the entry of either a dollar value or Percentage ?

example: This month I expect a $1000 downpayment

Next month I expect 20%

IMG Config seems to only let you set up the plan for on or the other.

Thanks in advance

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Answers (1)

Answers (1)

Former Member
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You could manually change the Billing Rule on each BP line:

1 for percentage entry

2 for $ amount

The total of all BP lines must equal the net value.

Does that help?

Former Member
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Duh ! I had a brain ****.

That was easy !

Thanks Lee Ann

Bill

Former Member
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I'm glad!

But now that I know that you're working with billing plans, maybe you could consider my question that I just posted -- are there any standard reports that you know of which allow you to find billing plan lines that have billing blocks? V23 doesn't pick them up.

Thanks Bill,

Lee Ann

Former Member
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VA05

Filter by your Billing Plan Sale Doc type, and include the billing block column..

Does that work for ya ?

Bill

Former Member
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Well, sort of. However, as part of a month-end procedure, I'm having them run V23 to display and ideally remove any billing blocks for items that are due to be billed that month. To use VA05 would be cumbersome, as this client has about 24 divisions. I suppose I could configure multiple divisions to be used in VA05, but I'm really looking for a standard report before I embark upon workarounds.

Thanks! I appreciate your response!

Lee Ann