QAD 2017 Enterprise Edition > User Guides > Service/Support Management > Contract Billing > Managing Contract Billing > Summarized or Detail Billing
  
Summarized or Detail Billing
Set a default value for Bill Summary in SSM Accounting Control. The value for each contract determines the format of invoices generated by Billing Release to Invoice.
When Bill Summary is Yes for a contract, the details that are not printed on an invoice are stored in the database. You can view these details using Billing Detail Report.
The effect of summarized billing depends on the settings of Bill End Users and Item End Users. When you are billing the contract customer, Billing Release to Invoice generates one invoice to the bill-to address on the contract header. When you are billing the contract end users, Billing Release to Invoice generates one invoice for each end-user bill-to address.
Note: The exceptions to generating single invoices are noted in the following section.
Interaction of Customer Invoice Options illustrates the effects of various control settings when you are billing the contract customer (Bill End Users is No).

Interaction of Customer Invoice Options
 
Item End Users
Bill Summary
Invoice Content
No
No
Detailed billing information for each end-user/item combination, sequenced by end user.
Yes
No
Detailed billing information for each item/end-user combination, sequenced by item number.
No
Yes
Summary of one line per end user; the summary amount includes all charges for all items linked to the end user.
Yes
Yes
Summary of one line per item on the contract; the summary amount includes all charges for all end users linked to that item.
When Bill End Users is Yes, Item End Users has no affect on the invoice. This is illustrated in Interaction of End-User Invoice Options.

Interaction of End-User Invoice Options
 
Bill Summary
Invoice Content
No
One line per item, sequenced by item line number
Yes
One line per invoice, for total of all items for the end user
Constraints on Summarized Billing
Summarized billing is not always possible, even when Bill Summary is Yes. If any of the following differ for billable lines, separate invoices are always generated:
• If billing end users, the detail bill-to address
• Language
• Currency
• Exchange rate
Note: The system limits invoices to 999 lines. If the setting of Bill Summary would result in more than 999 lines on an invoice, Billing Release to Invoice creates separate invoices as needed.
In addition, details within an invoice can be summarized only when they share the following characteristics:
• Service type
• Contract line type: either a contract detail or additional charge
• Tax attributes, including taxable, tax environment, tax class, tax usage, tax included
• Sales account, sub-account, cost center
• Project