Melissa Mähnert Arineo GmbH Senior Consultant

Current situation

Billing schedule lines can be either terminated completely or line-specific. At the moment, when terminating a specific line with refund, it is neccessary to do double work. The "Terminate" button in the Billing schedule lines section (not action pane header) also just opens the "Mass termination processing" mask. Means, the selection on the specific billing schedule line before does not have any consequence, as you have to remove all lines, which are not supposed to be terminated, afterwards again.

Suggested solution

The "Termination" button in the Billing schedule lines section should only be working when a line (or lines) is (are) selected. After that, it should not be neccessary to remove again all the other billing schedule lines, which should not be terminated. For the solution, you only have to enhance the filter criteria on the "Mass termination processing" mask by adding a filter on the lines.

Current solution:

When generating an invoice out of a billing schedule using the posting option "Post invoice automatically" there will be no invoice document created at the moment. When customers want to create the invoice document automatically, it is neccessary at the moment to use two steps or jobs: 1st is "Generate invoice" from billing schedule with the posting option "Create sales order" and the 2nd is "Batch invoicing", which then posts the created sales order with a document.

Suggestion:

Integration of a print management parameter in the "Recurring contract billing parameters" to allow user's to activate "Use print management destination" when using posting option "Post invoice automatically". This function should use the print management settings for posting an invoice of a sales order (so, no additional settings needed there) and would save the user / customer of having a two step process or two batch jobs.

Current solution:

At the moment, when terminating a billing schedule line with refund (Credit option = issue credit) always all invoiced periods will be credited. Also, the created sales order with the revised line always uses the quantity of the billing schedule line, not the total quantity of all invoiced periods.

1st Suggestion:

When terminating a billing schedule line with refund, make it selectable whether all periods or only one or some of them should be credited.

2nd Suggestion:

When terminatiing a billing schedule line with refund and crediting all invoiced periods use the total quantity in the revised sales order to make it more clear for the user and also to accord the credited quantity to the invoiced quantity. When implementing the 1st suggestion, of course also implement to use the correct quantity of the periods to be credited and not just the line quantity.