Create a Minimum Billing Item

To create a Minimum Billing Item, launch the Billing Manager by clicking on the menu on the Outlook Bar.  Next navigate to and click on the Periodic Minimum Group in which the Minimum Billing Item will be created.

Launch the Periodic Minimum Editor by selecting the Add Billing Item button on the Action Bar or by Right-Mouse-Clicking on the Periodic Minimum Group.  Select Add.

Complete the form as follows.

• Start Date.  Start of the Periodic Minimum period.
• End Date.  End of the Periodic Minimum Period.
• Amount.  Amount of Periodic Minimum spending obligation for the period.

When complete, click Save.

Modify a Minimum Billing Item

You can modify a Periodic Minimum Billing item prior to posting.  To do so, launch the Periodic Minimum Editor as above, modify the record, then Save.

View Minimum Billing Item Records

To view Minimum Billing Records, launch the Billing Manager and click on the desired Periodic Minimum Group.  The Minimum Billing Items will appear in the left hand panel.  The items are color-coded as follows:

Red.  Past period but the minimums have not yet been posted.

Black.  Past period and posted

Blue.  Current period.

Magenta.  Future periods.

The filter box in the upper right hand corner allows for filtering All, Posted and Unposted items.  The folder icons beside the items reinforce the item status.