Setting up master bills

To set up master bills, you must do the following:

Recording a Bill To as a master bill company

To set up a Bill To company as a master bill company, follow these steps.

Go to Tools > Profiles > Company Profile.
The Company Profile window opens.
In the Company ID field, enter the Bill To company ID.
Press ENTER.
The company’s information appears in the fields.
Click the Billing/Credit tab.
In the InvoiceTypes field, do one of the following:
- If the company will receive only master bills, select MAS (Master Bill).
- If the company will receive both master bills and individual invoices, select BTH (Both Bills).
Click Save.

Before you can print master bills, you must do the following:

If you do not define a schedule, the system will use the default schedule. This schedule allows you to print a master bill every Thursday.

To define a master bill schedule, follow these steps.

Go to Tools > Setup > Output Maintenance.
The Output Maintenance window opens.
In the Output section, select the master bill format.
The Master Bill Dates tab appears at the bottom of the window.
Click the Master Bill Dates tab.
Click Edit Master Bill Schedule.
The Master Bill - Edit Details window opens.
In the Recurrence Pattern section, specify when the master bill will be created.
- Daily
- Weekly
- Monthly
In the Range of recurrence section, specify the date range the recurrence pattern will be in effect.
1. In the Start field, enter a date.
2. Do one of the following:
  - If the date range has a defined end date, enter it in the End field.
  - If there is no end date, select the No End Date check box.
Specify any pattern exceptions if needed.
1. Click the Exceptions tab.
2. Click Add.
  The system adds a blank row to the grid.
  
  Note: To delete a row, select the row and click Delete.
3. In the Add/Remove field, do one of the following:
  - To include a date that is outside the pattern, select Add.
  - To exclude a date that is inside the pattern, select Remove.
4. In the Date field, enter the date.
Click OK.
The Calendar section displays master bill dates in green. The Dates section lists each date in mm/dd/yyyy format.

This illustration shows a sample master bill schedule for a company based in the United States.

In this schedule:

The recurrence pattern is in effect from August 1 to December 31.
The master bill is printed every other Sunday with the following exceptions:
- Sunday, September 4 is excluded because it is the day before Labor Day. Friday, September 2 is included.
- Sunday, November 27 is excluded because it is the Sunday after Thanksgiving. Wednesday, November 23 is included.
- Sunday, December 25 is excluded because it is Christmas Day. Thursday, December 22 is included.

If you make a change to a schedule, and there is a conflict between a schedule date and an exception date, the following error message displays:

In this illustration, the master bill is created every fourth day.

In this illustration, the master bill is created every weekday (Monday through Friday).

In this illustration, the master bill is created every 2 weeks on Sunday.

In this illustration, the master bill is created every week on Monday and Thursday.

In this illustration, the master bill is created on the 15^th day of each month.

In this illustration, the master bill is created every other month on the second Sunday of the month.