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Customer billing (CUSBILL) application

Customer Billing (CUSBILL) is an application used to view, search, filter, and analyze sales invoices and credit notes. It provides financial KPIs such as landed cost, gross margin percentage, and aggregated billing metrics by day, week, month, and year.

Navigate to the application

Option 1: RamBase menu→Finance→Receivables→Customer billing

Option 2: Click the Program field and type "CUSBILL" and press ENTER.

Click here to read more about the user interface.

The following areas are described in the sections below:

CUSBILL.png

  • The Customer billing header

  • The Customer billing list

The Customer billing header

The Customer billing header contains fields which are used to filter the list below.

Fields and buttons

Description

Quick search field

Click on the Search field to look up a specific Customer billing (CUSBILL).

Click on the Quick search filter icon to select which of the following options are to be included in the search:

  • Customer name

  • Product name

Date field

Click on the Date field to filter the Customer billing (CUSBILL) up to a specified date.

Click on the Calendar icon to select, or search for, a date from the Calendar popup.

View field

Click on the View field to filter the Customer billing (CUSBILL) list on a specific sales invoice or credit note.

Click on the Arrow down icon to select which of the following options are to be included in the search:

  • Sales invoices and sales credit notes

  • Sales credit notes

  • Sales invoices

Group by field

Click on the Group by field to filter the Customer billing (CUSBILL) list to select which of the following options are to be included in the search:

  • Customer account

  • Currency

  • Country

  • GL account

  • Department

  • Project

  • Seller

  • Issue date

  • Customers reference number

  • Document type

  • Warehouse location

  • Intercompany code

  • Product name

  • Product type

  • Product classification

  • Product custom field 1

  • Sales district

  • Customer legal entity

  • Sellers reference number

  • Carriers goods number

  • Assignee

  • User id

  • VAT type

  • Product manufacturer

  • VAT code

  • End customer name

  • Market segment

  • Accounting dimension 4 to 10

Reset all filters button

Click the Reset all filters button to remove all filters and show all Customer billing (CUSBILL) in the list.

The Customer billing list

The displayed Customer billing (CUSBILL) are based on the selections made in the Customer billing fields area.

The Customer billing list includes a search field. In addition to the fields and variables in the header, the scope of the search can be further filtered by clicking the Filter builder icon to the right of the search field.

Clicking the Filter builder icon will display a popup with the options to add a Standard filter and/or Create custom filters. All custom filters can be saved and then added to the My saved filters area.

The user can customize the order of the columns by drag and drop, in addition to hover over icons and columns for further descriptions.

Columns

Description

Key

GroupBy key for the customer billing.

Description

Description of the key.

Date

Date which is used for the calculations.

Billing, Day

Billing amount of the day.

Landed cost

Landed cost of the day.

GM%

Gross margin of the day.

Billing, week

Billing amount of the week.

Landed cost

Landed cost of the week.

GM%

Gross margin of the week.

Billing, month

Billing amount of the month.

Landed cost

Landed cost of the month.

GM%

Gross margin of the month.

Billing, year

Billing amount of the year.

Landed cost

Landed cost of the year.

GM%

Gross margin of the year.

In this section: