MANUALS > Production > Production Module > Production, Update Menu > Customer Contract > Customer Contract Detail > Invoice/Quoted Flat Rate, via Customer Contract > Due List Button - by Amount, via Invoice/Quoted Flat Rate

When the Amount radio button is selected, the Flat Rate Due window enables users to set up an incremental payment plan based on fixed breakdowns of the total fee. Each of the flat rate amounts specified in this window can then be invoiced separately.

The following information/options are available in this window:
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Contract

The unique Customer Contract number.

Line

The line of the contract that is dedicated to this particular rate.

Description

User description of the payment plan.

Sell Due

The amount due for the payment interval. Multiple line items should be created until the Total sum at the bottom equals the total Sell Amount entered in the Invoice/Quoted Flat Rate window.

Terms

The terms that determine the due date for each respective payment. The terms of payment may be defined in the Customer Master by selecting from the pre-defined listing established in the System Transaction Codes. Terms may be changed for a particular order as required.

Totals

The total sum of all incremental payments that have been set up. Multiple line items should be created until the Total sum at the bottom equals the total Sell Amount entered in the Invoice/Quoted Flat Rate window.

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In this example, the user has defined a labor flat rate and now wants to set up an incremental payment plan for it. This is done by selecting the Due List button (next to the labor flat rate record) which opens the Flat Rate Due window.

Inside the Flat Rate Due window, the user creates separate payment amounts by selecting the New button. Each record needs a description of the payment, the payment increment that amounts to the total flat rate, and the payment terms.

After the record is saved, the user releases the contract to set its status to 'Active'.

Later, a third-party W/O is created under this contract.

The W/O Actuals window shows that the labor flat rate has been added as a INVOICE/FLAT/MAT entry, and each individual payment set up earlier is listed under it.

The user can then invoice each of the incremental payments by using the Invoice button or the Invoice TPW Open Items Other button and selecting them from the resulting Create Invoice TPW window.

In this example, the user decided to only invoice one of the three payment records and the W/O Actuals window was updated accordingly.

Inside the Customer Invoice Authorization window, the corresponding INVOICE/FLAT/MAT entry only shows the charge for the entry that was invoiced.