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Former Member

Periodic Billing Split net value of the item into billing dates


I have the following requirement from my client:

The net value of the item in the contract is 1000.

At the item level details I have BILLING PLAN attached :

When I select "Next Billing/Invoice Date" as Quartely the system automaticaly proposes the 4 quarter dates with net invoice amount as shown below and net value of the item is changed to 5000 (Which is not correct as the net value of the item in condition it self is just 1000.

15.09.2010 14.12.2010 15.09.2010 1,000.00 INR

15.12.2010 14.03.2011 15.12.2010 1,000.00 INR

15.03.2011 14.06.2011 15.03.2011 1,000.00 INR

15.06.2011 14.09.2011 15.06.2011 1,000.00 INR

15.09.2011 15.09.2011 15.09.2011 1,000.00 INR

But, I want the system to split up the 1000 (net value of the item) into these Quarters as below:(the amount 1000 is split into 4 periods with 2500 each time billed)

15.09.2010 14.12.2010 15.09.2010 250.00 INR

15.12.2010 14.03.2011 15.12.2010 250.00 INR

15.03.2011 14.06.2011 15.03.2011 250.00 INR

15.06.2011 14.09.2011 15.06.2011 250.00 INR

Thanks and regards,

Sandeep Kulkarni.

Edited by: Sandeep Kulkarni on Sep 15, 2010 1:52 PM

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1 Answer

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    Former Member
    Sep 15, 2010 at 11:56 AM

    Dear Sandeep,

    I think this you need to go into sales document in line item level under Billing plan tab give % for the spilt then the amount gets split accordingly, or else it can come from PS by choosing billing milestone..

    Pls, update if it is clear to you.



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    • Former Member

      Hello Siva,

      Thanks for the quick reply, I did not find the % field in the billing plan tab:

      I think % is available in Milestone billing only.


      Sandeep Kulkarni.