Use cases & set up of schedule templates

From the Schedule object you can create a schedule template. This template displays the fields that you will discover in the rest of this article.
The schedule template is linked to a Milestone object, in which you can indicate the percentage that should be applied according to the type of schedule chosen, either on the amount including VAT of the quotation/opportunity or on the amount including VAT of the invoice.
We will see how milestones work and how to create them in the next article of this module.
First, let's focus on the schedule template and its options.

Schedule Types

When creating the schedule template, you have the option to choose between two types of schedules:

Billing schedule
Payment schedule

Here is an explanation of these two cases.

Billing Schedule

The billing schedule allows you to manage invoicing by phase (in the case of a project, for example), by creating an invoice for each phase of the project (Down Payment, Intermediate, Balance). It also applies in all cases where an opportunity/ quotation must be invoiced (and not paid) in several installments.

This type of schedule therefore allows you to create several invoices from a quotation or an opportunity. Unlike the detailed invoice, the invoice dates are automatically filled in, thanks to the schedule template created beforehand.

Payment schedule

The payment schedule concerns the case where an invoice is to be paid in several installments.

Unlike the billing schedule, the payment schedule is generated from the invoice and not from the quotation or opportunity. From an invoice, the customer pays in several steps, on the dates indicated by the milestones created before.

Invoice details including payment milestones and amounts for Junior Club Bestellung.

To clarify the behavior of the schedule model, let's look at how the Schedule object fits into the set of Frisbii objects.

It is possible to combine the two types of schedules: one quotation leads to several invoices, and each invoice leads to several payments.

Relationship with the other Frisbii objects

Here is the extract of the conceptual data model showing the Schedule object and its relationship with the other Frisbii objects.

The fields of the Schedule object

Now that we know more about the relationship of the schedule with the other Frisbii objects, let's take a closer look at the fields available when creating a schedule template from the object.

Record Name	Text (80)	Name to be filled in. It is advisable to use a meaningful name so that the schedule template can be easily recognized.
Type	Picklist	Depending on your choice (Billing / Payment) the schedule template will be available from the quotation or from the Invoices.
Currency	Picklist	Allows you to enter a currency. Like the VAT rate and the language, the currency can be configured at several levels (inheritance). You can also configure it at the level of the Corporate Name, Account, Accounting data, Opportunity, Quotation, Subscription or Invoice.
Frequency	Picklist	Monthly: Every month Bimonthly: Every 2 months Quarterly : Every 3 months Four-monthly: Every 4 months (starting with the Spring'20 version) Semi-annual : Every 6 months Annual : Every year
Term	Picklist	Allows you to define whether the invoice dates are defined in relation to : the start date of the invoice (in advanced) or the end date of the invoice (in arrears).
Day for Dates Calculation	Numéro (3,0)	Allows you to add a difference between the invoice date and the start date of the invoicing period, by entering a positive or negative number of days. This is a field to be filled in manually. It is possible to put negative numbers: invoice date prior to the start date of the invoicing period.
Dates Calculation Option	Picklist	Fixed day before term: "Day for calculation of dates" before the start date (in advance) / end date (in arrears) Fixed day after term: "Day for calculation of dates" after the start date (in advance) / end date (in arrears) Difference from term: "Day for calculation of dates" is a positive number: before start date (in advance) / end date (in arrears) "Day for date calculation" is a negative number: after the start date (in advance) / end date (in arrears)

Examples for the date calculation

This table allows you to better understand the interactions of the fields explained above:

Term	Dates Calculation Option	Day for Dates Calculation	The invoice date is :
In advance	Fixed day before term	10	The 10th of the month before the start date.
In advance	Fixed day after term	10	The 10th of the month after the start date.
In advance	Difference from term	10	10 days after the start date.
In advance	Difference from term	-10	10 days before the start date.
In arrears	Fixed day before term	10	The 10th of the month before the end date.
In arrears	Fixed day after term	10	The 10th of the month after the end date.
In arrears	Difference from term	10	The 10 days before the end date.
In arrears	Difference from term	-10	10 days after the start date.

Set up of a schedule template

Here are the steps to set up a schedule template.

Steps

1. Click on the App Launcher.
2. Type Schedules in the search bar to open the Schedules object
3. Then click on the New button.

4. Fill in the fields following the explanations given above.