Support for Printing the Misc Charges by Commission Group in the Master Bill Invoice Print

Reference No: 29759

Support has been provided to Print the Misc Charges by the tagged Commission Group in which the Master Bill Invoice Print displays the Amount, Discount, and Commission for all the Misc Charges, Sale Items, and Sub Rent Items individually.

The functionality is explained with a Sample Work Flow:

Prerequisites

1.  Select the Configuration module.

2. Click the Misc Types button. The Misc Types window is displayed.

3. Click the Add button to create a custom Misc Type.

4. Create various Misc Types, as shown Figure 1.0.

4. Click OK.

5. Save and Exit the Configuration module.

6. Relaunch the R2 application.

7. Select the Maintenance module > Customer tab > Company tab.

8. Create a Company [JBM] of Company Type - Master Bill.

9. Create a Master Billing definition named [AV DEMO] and tag it to [JBM] in Master Billing field, as shown Figure 1.0.

10. Click the Misc importable button in the Master Billing window. The Master Billing for Commission Group window is displayed, as shown Figure 1.0.

11. Click the New icon to create new Commission Groups and define the MBCommission %, as shown Figure 1.0.

Figure 1.1 Tag the Master Billing [AV DEMO] and define the Commission Groups with MBCommission%

12. Exit the Company [JBM] window.

13. Select the Maintenance module >  Items tab > Misc  Charges tab.

14. Click New icon and create the below Misc Charges by selecting the respective Misc drop-down and tagging the Commission Groups, as shown the below Table 1.0.

Table 1.0 Misc Charges with respective Misc drop-down

15. Exit the Misc Charges Edit window.

16. Place the Form [153300UI] in the same path where the other forms are placed.

17. In the Maintenance module, click the Form Setup  icon. The Form Setup window is displayed.

18. Perform the Form Setup with the Name [MB INVOICE PRINT] of Order Type [Invoice] for the Form [153300UI], as shown the Figure 1.2.

19. Click OK.

20. Exit the Form Setup window.

21. Exit the Maintenance module.

Sample Work Flow - Generating MB Invoice Print

1. Select the Account module > tag a Company [JBM].

2. Create a Rental Reservation Order [ORD-1138].

3. Select the Payment tab and select the Master Bill check box.

4. Click the ID importable button. The Master Billing window is displayed.

5. Select and tag the Master Bill [AV DEMO] to the Rental Reservation Order [ORD-1138].

6. Select the Pay At drop-down as Periodic Billing and Billing Terms as Weekly.

7. Search and Add the Item [SITEM#1] for Sale with the Unit Price [500.00] and Discount [10.00].

8. Search and Add the Item [SITEM#2] with the Unit Price [300.00] and Discount [5.00].

9. Select the Item [SITEM#2] > right-click > Assign > Assign window > Sub-Rental option > Assign Vendor window > Assign Later option > OK. The Item [SITEM#2] Status is modified to Sub Rent.

10. Select the Search Inventory drop-down > Misc Charges option. The Search Items window is displayed.

11. Search and add the Misc Charges with the Unit Price [100.00] to the Order [ORD-1138], as shown Figure 2.0.

12. Select the Labor tab > Search Labors icon > the Search Labors window is displayed.

13. Add the Labor Position [LP#1] with the RT [500.00].

14. Click the Done icon to generate the Proforma Invoice.

15. After generating the Proforma Invoice, add the Proforma Invoice to the Master Bill.

16. Select the Account module > View menu > Master Bills option. The Search Master Bills window is displayed.

17. Click the New Master Bill icon. The Master Bill Invoice window is displayed.

18. Tag the mandatory fields such as Company [JBM], Bill Date [06/27/2018], Site [SANFRANCISO], Start Date [28-June-2018], End Date [28-June-2018], and Terms [30 DAYS], as shown Figure 2.1.

19. Click the Add Invoices icon. The Master Billing Invoice List window is displayed, showing the Proforma Invoice generated for the Rental Reservation Order [ORD-1138], as shown Figure 2.2.

20. Tag the Proforma Invoice generated for the Rental Reservation Order [ORD-1138] and click OK. The Master Bill Invoice with the ID [ORD-1138-PI] gets added to the Master Bill Invoice window, as shown Figure 2.3.

21. Select the Master Bill Invoice ID [ORD-1138-PI] line and click the Print icon or optionally press the Shortcut Key [Ctrl-P] using the Keyboard. The Form Type Options window is displayed, as shown Figure 2.4.

22. Select the Form drop-down as MB INVOICE PRINT and click the Print icon, as shown Figure 2.4.

23. The Master Bill Invoice [560612] Print is generated displaying the Amount, Discount, and Commission for all the Misc Charges, Sale Items, and Sub Rent Items individually, as shown Figure 2.5.

Additional CID for Printing the Misc Charges by Commission Group

CID is provided to print the Commission for all the Misc Charges, Sale Items, and Sub Rent Items individually in the Master Bill Invoices.

The details of the additional CIDs are provided in Table 2.0.

Table 2.0 CID to Print the Misc Charges by Commission Group

You can customize the output as per the requirement by the following the setup in the UI file and by defining the different combinations of the MiscType values.

The following Table 1.0 displays the Description Type and Value.

Table 2.1 Description Type and Value

In the UI file > CID line, the 39th column defines the MISCTYPE_VALUE=(MiscType)/(ValueToPrint) (having combination of Description Type and Value).

For Example - To print the Misc with MB Commission : set MiscType_value=0/5.

That is, Type of Description as Misc (Description Type = 0) and the Value to be generated as (MB Commission = 5).

This is displayed in the UI file, as shown Figure 2.6.

The Charge calculated for the Custom Misc Charge Types is included into the Charge of Misc Type.