Client Management How to Create a New Customer RMR Details

Creating a New Customer (continued)

RMR Setup (continued)

The RMR form is divided into a two-tier data entry form.  The upper area of the form is used to enter the information for new Recurring Lines.  When the Add button is pressed in the upper tier, the Recurring Line is displayed in the grid area of the lower tier of the RMR form.  The User will make selections in the required fields and other optional fields according to your company policy and procedures.  Each field on the RMR Setup form is described below.

Recurring Item – Choose the appropriate Recurring Item code that describes the type of service that will be invoiced to the Customer.  Make a selection from the drop-down list by pressing the arrow to the right of the field.  This field is required.

Description – This field will automatically default to the description associated with the Recurring Item code maintained in SedonaSetup/Invoice Items.  The description may be overridden by the User and will only affect this one Recurring Line.  The User may enter up to 50 characters of information into this field.  This field is required.

Sub Item Of – Select the Recurring Item to be used as a roll-up Recurring Item.  If the Customer will be invoiced for multiple Recurring Lines and it is desired to group certain Recurring Lines together so that only one Recurring Item appears on the customer invoice, the User would assign the same Recurring Item to each recurring line that will be grouped together.  This field is optional.

Bill Cycle – This field indicates how frequently the Customer will be invoiced for the Recurring Item.  Select from one of the available choices: monthly, quarterly, semi-annual or annual.  This field is required.

RMR Amount – If the Bill Cycle of monthly was selected in the previous field, enter the monthly charges for the recurring line.  If a Bill Cycle other than monthly was selected in the Bill Cycle field, this field will be grayed out and the amount to invoice will be entered in the Cycle Amount field (next field below).  If the Bill Cycle is not monthly, when the User enters an amount in the Cycle Amount field, the field will automatically fill in.  This field is required.

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