Editing an Agreement

Overview

Use this job aid to edit a budget billing agreement.  

To edit an agreement:

1. From the Toolbar, click ACR for Accounts Receivable.
2. From the Accounts Receivable menu, select Budget Billing, and then select Budget Billing Agreements.
3. Select Edit An Agreement.
4. In the Name Id box, click Lookup or type * and press Enter, and then select the name id you want to edit a budget billing agreement for, or type the name id that you want to edit a budget billing agreement for.
5. Click OK.
6. Select the agreement you want to edit, and then click Select.
7. In the Agreement Description box, the item description will display, if you want to change the description, select the description, and type over the existing description.
8. In the Start Date the day the blend was created on, or if using a range the beginning date for the blend range., click Calendar Lookup and use the calendar to edit the budget agreement start date, or type the start date in MM/DD/YY format.
9. In the End Date the day the blend was created on or if using a range the ending date for the blend range., click Calendar Lookup and then use the calendar to edit the budget billing end date, or type the end date in MM/DD/YY format.
10. In the Billing Quantity Per Period box, edit the quantity that will be billed per period.
11. In the UOM box, verify the unit of measure for the quantity being billed per period.
12. In the Unit Price box, edit the unit price for the quantity being billed per period.
13. In the UOM box, verify the unit measure for the unit price and quantity being billed per period.
14. In the Tax Rate (%) box, edit the percentage that should be calculated per period.
15. Click OK.
16. In the Billing Amount Per Period box, the calculated amount will display, if this amount is not correct and you want to change the amount, select the amount and type over the existing amount.
17. In the Billing Day box, the Default Billing Day of Month for Budget Agreements displays from Accounts Receivable > Setup Information > General Information Budget Billing Defaults, if you want to change the day of the month, select the day and type over the existing amount.
18. In the Reconcile Month box, the Default Reconcile Month for Budget Agreements displays from Accounts Receivable > Setup Information > General Information Budget Billing Defaults, if you want to change the reconcile month, select the month and type over the existing amount.
19. In the Last Automatic Bill Date box, click Calendar Lookup and then use the calendar to enter the budget billing last bill date, or type the last bill date in MM/DD/YY format.
20. Click OK.
21. At the Print This Agreement? prompt, click Yes to print the agreement and then continue with Step 22, or click No to continue without printing the agreement and then continue with Step 29.
22. Select Budget Bill Agreement.
23. Click Continue.
24. In the Printer box, type the number associated to the place you want your report to print.
25. In the Print Type box, type the number associated to the characters per inch to print the report in.
26. In the Copies box, type the number of copies of the report you want to print.
27. In the Pages From and To boxes, type the page number range you want to print the report for. Leave the boxes blank to print all pages.
28. Click OK.

Learn more about Budget Billing feature:

• Adding an Agreement
• Viewing an Agreement
• Editing an Agreement
• Generating Recurring Invoices
• Enter a Manual Recurring Invoice against Agreement
• Reconciling/Closing an Agreement
• Printing the A/R Budget Billing Report
• Printing the A/R Budget Billing Report with Invoice Detail
• Budget Billing Detailed Instructions