The billing Entity found under setup is where you set up billing periods and number ranges for the various documents.
The screen below will display after we have selected Billing Entity. In the left hand panel you will see a list of all the Billing Entities and on the right hand side you will see the Billing Periods. By selecting any of the billing entities the billing periods for that entity will display on the right hand side, showing the respective dates associated with the billing entity.
We have switched the mode of the billing entity by selecting the switch view and you will see the details of the Billing Entity below and this is used for printing onto an invoice or statement. If you wish to change anything on the billing entity then it is just a question of changing the switch view mode.
You will notice on the right hand panel there are columns and some of the periods may be marked with a tick. This means that these periods are are open and all the others are closed and no transaction can go to the period.
On the screen above there is a field called current period. This is the current default period that the system is working in and the screen displays the dates for the current period.
The screen above shows the list of billing entities and on the right hand side invoice number range. Please note that we have the number ranges tab selected. This will allow the selection of the billing entity to select a range of invoices and have different ranges for different departments. Say there is a Secretarial Department then you can select the Secretarial Department ranges.
In order to change the period, let us say you need to go back to the prior period (remember you can see all the periods on the right hand side and in the billing periods panel). In order to change a period for example you want to go back to a prior period place the left hand panel in edit mode and click on the down arrow and choose the period that you want. Use this change with caution.
