How to Reverse Progressive Billing
Solution ID = KB-84
Goal : How to Reverse Progressive Billing
Module : SLCOPO
Fact : SL - All Versions
Symptom : Need to back out a Progressive Bill
Database : SQL, Progress
Fix
1. Open Progressive Billing2. Add which will open the Progressive Billing {Add] window/record. (In SL7, filter for Customer Order).
-- Invoice Flag will default to Yes so accept the default.
-- Billing Date will default to TODAY's date but can be changed. This will be the date of the Progressive Bill.
-- Description allows you to enter any text specific to the Progressive Bill. This field defaults to Progressive Billing but can be changed.
-- Amount Billed will default to 0 so enter the negative amount which you wish to reverse.
3. After creating a new sequence, select Activities | Order Invoicing/Credit Memos.
4. Update Invoice or Credit Memos field to C (Credit Memo)and verify that the Invoice Type field is set to P (Progressive Bill).
5. Print credit memo as you normally would.
-- Open credit will need applied to the Progressive Billing Invoice on the AR Posted Transactions.
-- Any changes to Progressive Bills must be done before final invoice is printed.
-- Manual credit memos entered through AR will not affect Progressive Billing amounts.
