Billing schedule with initial amount and recurrence frequency of custom is pulling the full amount

1. Lists> Accounting> Billing Schedule

Initial amount = 100

Initial Payment = Net 30

Recurrence Frequency = Custom

Recurrence Count = 1

Count = 1

Units = Custom

Date = 12/31/2013

Amount = 50

2. Create Sales Order

Transactions> Sales> Enter Sales Order> Enter 2 items

Item 1 = 75

Item 2 = 75

Result: Sales order> Billing tab> Schedule is equal to the full amount

 

Solution:

1. Edit the billing schedule and change the Initial Amount to Percentage. This is according to 120497, the system currently supports header level billing schedules based on percentages.

Initial amount = 100/150 = 66.667%

2. Edit the sales order and re-enter the billing schedule> Save

Result: Schedule will now be

12/28/2012 = 100

12/31/2013 = 50