All items with the same billing plan type (controlled by the item category) refer to the header billing plan. By marking the header billing plan field on the item billing plan screen, you can display the relevant item/header billing plan assignment. If you want to define billing plans for specific items, you can remove the assignment and maintain the item billing plan separately.

You can copy global changes made at header level to item billing plans assigned to that header. Dates which have already been billed can no longer be changed. In periodic billing, the system carries out pricing, determines billing document value and determines document status at item level, independent of the header.

Information displayed in the header billing plan is valid for all items which refer to that header. In milestone billing, billing document value and status at header level are determined dynamically from all assigned items. The document value at header level is the sum of all assigned items.