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All about Oracle Applications: Balance Forward Billing in R12

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Balance Forward Billing in R12

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Balance Forward Billing is just a new name of "Consolidation Inv oice billing" in
Release 1 2, which prov ides enhanced billing options with a more complete and

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Step 1 : Create the Balance forward billing Cy cle.

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Lets try to create the basic setups required for Balance Forward billing and
hav e a sample run.

Nav igate to : Receiv ables => Setup => Print => Balance Forward
Billing Cy cles

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1 . En t er t h e n a m e, descr ipt ion , st a r t da t e, a n d fr equ en cy of t h e ba la n ce for w a r d

billin g cy cle.
2 . En t er t h e fr equ en cy of t h e ba la n ce for w a r d billin g cy cle: da ily , w eek ly , or

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m on t h ly .
T o defi n e da i l y cy cl es:
1 . En t er t h e n u m ber of da y s t h e billin g sh ou ld r epea t .
2 . (Opt ion a l) Select Ex clu de Sa t u r da y s a n d Su n da y s.

A R C HI V ES

201 0 (1 )
2009 (3)

T o defi n e weekl y cy cl es:

3 . En t er t h e n u m ber of w eek s t h e billin g sh ou ld r epea t .

April (2)
January (1 )
Balance Forward Billing
in R1 2

4 . Select t h e da y of t h e w eek t h e billin g sh ou ld occu r .

T o defi n e m on t h l y cy cl es:
5 . En t er t h e n u m ber of m on t h s t h e billin g sh ou ld r epea t .

2008 (1 8)

6 . Select t h e da y of t h e m on t h t h e billin g sh ou ld occu r .

Billin g ca n occu r on m or e t h a n on e da y . For cy cles w it h a billin g
da y bet w een 2 9 a n d 3 1 , Receiv a bles con sider s t h e la st da y of t h e
m on t h a s t h e billin g da y for m on t h s w it h few er da y s.

A B O UT M E
P RA DE E P B
V I EW M Y C O M P LET E P R O FI LE

7 . Select eit h er A ll Da y s or Ex clu de Sa t u r da y s a n d Su n da y s

T h e im por t a n ce of cr ea t in g a Ba la n ce For w a r d Billin g Cy cle is a s below :
To determine the billing date of a balance forward bill.

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To s elect the trans actions to include in the balance forw ard bill.

Step 2: Define Balance Forward Billing Pay m ent T erm s.

Nav igate to : Receiv ables => Setup => T ransactions => Pay m ent
T erm s

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W e ca n defin e ba la n ce for w a r d pa y m en t t er m s t o bill cu st om er s per iodica lly (da ily ,

w eek ly , or m on t h ly ) a t t h e a ccou n t or sit e lev el u sin g ba la n ce for w a r d billin g . T h e
ba la n ce for w a r d bill for a billin g per iod sh ow s t h e pr ev iou s ba la n ce ca r r ied ov er
fr om t h e la st billin g per iod, pa y m en t r eceiv ed, cu r r en t ch a r g es a n d a ct iv it ies, a n d
cu r r en t t ot a l ou t st a n din g ba la n ce.

Billing and Payments

Debt Consolidation Loans
Oracle 11I R12

1 . If y ou w a n t t o u se a pa y m en t t er m for ba la n ce for w a r d billin g , select a n

a ppr opr ia t e ba la n ce for w a r d billin g cy cle fr om t h e Billin g Cy cle
LOV .
Not e: Y ou ca n n ot u pda t e t h e billin g cy cle, on ce a ba la n ce for w a r d
billin g pa y m en t t er m is a t t a ch ed t o a pr ofile.

T R ANS LAT E

Beca u se ba la n ce for w a r d bills ca n n ot be split a cr oss in st a llm en t s, in t h e

ca se of a ba la n ce for w a r d pa y m en t t er m :

o A n y v a lu e en t er ed in Ba se A m ou n t defa u lt s t o 1 0 0 .
Disclaimer Tex t

o In st a llm en t Opt ion s becom es disa bled a n d a n y da t a en t er ed befor e

select in g a cy cle defa u lt s t o In clu de t a x a n d fr eig h t in fir st
in st a llm en t .

o Y ou ca n popu la t e on ly on e r ow in t h e Pa y m en t Sch edu le sect ion a n d

t h e Sequ en ce Nu m ber a n d Rela t iv e A m ou n t v a lu es for t h e r ow
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defa u lt r espect iv ely t o 1 a n d 1 0 0 .

o Da t e Du e becom es disa bled. How ev er , y ou ca n popu la t e Da y s, Da y of

Mon t h , a n d Mon t h s A h ea d.
Not e: Y ou ca n n ot ch a n g e ex ist in g pa y m en t t er m s fr om r eg u la r
pa y m en t t er m s t o ba la n ce for w a r d billin g pa y m en t t er m s a n d v ice
v er sa .
St ep 3 : En a bl e Ba l a n ce For wa r d Bi l l i n g
En a blin g ba la n ce for w a r d billin g is a t w o st ep pr ocess:
Set t in g Up Cu st om er Pr ofile Cla sses
Set t in g Up A ccou n t a n d Sit e Pr ofiles
Depen din g on set u p, cu st om er s ca n g en er a t e ba la n ce for w a r d bills con solida t ed a t
eit h er t h e a ccou n t or sit e lev el:
Step a: Setting up Cus tomer Profile Clas s es for BFB
Na v i ga t e t o : Recei v a bl es => Cu st om er => Pr ofi l e Cl a sses

In t h e Ba la n ce For w a r d Billin g r eg ion , select En a ble.

Not e: W h en w e select En a ble, Bill Lev el a n d T y pe becom e r equ ir ed a n d t h e Pa y m en t
T er m s list of v a lu es displa y s on ly ba la n ce for w a r d billin g pa y m en t t er m s. If y ou do
n ot select En a ble, t h en Bill Lev el a n d T y pe a r e n ot r equ ir ed a n d t h e Pa y m en t T er m s
list of v a lu es displa y s on ly n on -ba la n ce for w a r d billin g pa y m en t t er m s
Not select in g Override Term s en su r es t h a t a ll t r a n sa ct ion s for a pa r t icu la r cu st om er
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a ccou n t or sit e sh a r e t h e sa m e ba la n ce for w a r d billin g pa y m en t t er m , du e da t e, a n d

a g in g .

Step b: Setting Account and Site Profiles for BFB

Nav igate to : Receiv ables => Custom er => Custom ers

The profile is attached at the Account Level. This is indicated in the screen shot below .

Im por t a n t : W e m u st en a ble ba la n ce for w a r d billin g for a cu st om er bot h a t t h e

a ccou n t a n d sit e pr ofile lev el in or der for Receiv a bles t o pick a n y t r a n sa ct ion s of t h e

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cu st om er . If ba la n ce for w a r d billin g is en a bled a t t h e sit e pr ofile lev el bu t n ot a t t h e

a ccou n t pr ofile lev el, t h e a pplica t ion does n ot r ecog n ize t h e sit e a s a ba la n ce for w a r d
billin g sit e. A lt h ou g h t r a n sa ct ion s for t h e sit e con t in u e t o in h er it t h e ba la n ce
for w a r d billin g pa y m en t t er m , Receiv a bles n ev er pick s t h em u p.
Pr ofile Cla ss is a t t a ch ed a t t h e Sit e Lev el a lso.

Ch a n g e t h e Sy st em Opt ion Set t in g s t o en a ble t h e Billin g Nu m ber t o be displa y ed in

t h e T r a n sa ct ion s scr een .
Navigate to: Receivables => Setup => Sys tem => Sys tem Options

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In t h e T r a n s a n d Cu st om er s T a b, ch eck Sh ow Billin g Nu m ber .

On ce don e, cr ea t e a t r a n sa ct ion w it h t h e sa m e cu st om er . T h e im por t a n t poin t t o
n ot e h er e is t o h a v e t h e t r a n sa ct ion w it h t h e sa m e Pa y m en t T er m . T h e pa y m en t
t er m sh ou ld be t h e on e a t t a ch ed w it h t h e Billin g Cy cle. A lso, en su r e t h a t t h e
t r a n sa ct ion h a s t h e Pr in t opt ion (Mor e t a b) set t o Pr in t . T h e t r a n sa ct ion s m a r k ed
w it h Do Not Pr in t a r e n ot in clu ded in t h e Ba la n ce For w a r d Billin g pr og r a m .

n ow , t h e n ex t st ep is t o Ru n t h e Gen er a t e Ba l a n ce For wa r d Bi l l pr ogr a m

The output for the program is as shown below.

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When the transaciton is queried, we can see the Consolidated Billing

num ber generated in the Transaction, just besides the Transaction Number.

The following tables are inv olv ed in the creation of a Balance Forward Billing
Program.
AR_CONS_BILL_CY CLES_B
AR_CONS_BILL_CY CLES_T L
AR_CONS_BILL_CY CLE_DAT ES
AR_CONS_INV_ALL
AR_CONS_INV_T RX_ALL
AR_CONS_INV_T RX_LINES_ALL
Note: This also refers the pay ment terms table where the Bill_Cy cle_ID is
used.
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This finishes a cy cle for Balance Forward Billing. Y our comments and queries
are alway s welcome.

LA B ELS : FUNC T I O NA L

2 C O M M E NT S:
Raja said...
Hi,
Thanks for the article, its v ery conclusiv e on Balance forward billing. I
hav e a question though. If a customer is balance forward bill enabled,
is it possible to print the child inv oices separately still being balance
forward billing enabled ??
My requirement is the child inv oices shouldn't be allowed to print
separately when BFB enabled.
Thanks in adv ance.
6 :3 4 P M, A U GU ST 1 1 , 2 0 1 1
Anony mous said...
Hi,
We want to use balance forward billing to consolidate open inv oices for
our customers. Issue is that we hav e split pay ment terms we offer
customers to pay their inv oice ov er a period of time, which creates
multiple installments. Y ou can't set up a balance forward pay ment term
with installments. Can y ou think of any other way to consolidate our
installment inv oices?
Thanks,
Julia
4 :5 1 A M, J A N U A RY 0 4 , 2 0 1 4
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