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Exact Synergy Enterprise   
 

Viewing and generating invoice proposals for Service management

Menu path

Modules ? Service management ? Reports ? Invoices ? Invoice proposals

Introduction

This page allows you to view invoice proposals, generate invoice proposals, create invoices by selecting the relevant service contracts and service activities.

Roles and rights

To view and generate invoice proposals, function rights 855 – View service invoice proposals, 875 – Maintain service invoice proposals,and 876 – Generate service invoice proposals are required. Users with the Service management role have these function rights.

Note:

  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is based on product update 257.

How do I view a generated invoice proposal?

  1. From the Invoice proposals page, select the Invoice proposals tab.
  2. To view, select the relevant invoice proposal generated.
  3. On the Invoice proposal details page, select the invoice line under the Invoice lines column and click the Invoice, Details or Documents tab to zoom in for more details.
  4. Click Close.

How do I generate an invoice proposal?

  1. From the Invoice proposals page, click Return to selection.
  2. Fill in the relevant fields under the General, Show, and Invoice per sections.
  3. Click Generate.

Keep in mind: All fields with the “!” icon are mandatory.

How do I create invoices in Exact Globe?

  1. From the Invoice proposals page, select the Invoice proposals tab.
  2. Select the relevant invoice proposal generated.
  3. Click the Create invoices button to create an invoice in Exact Globe. For more information, see Creating and maintaining sales invoices.  
  4. Click Close

Buttons

Return to selection

Click this to generate a new invoice proposal.

Create invoices

Click this to create invoices in Exact Globe. For more information, see Creating and maintaining sales invoices

Note: You need to select the relevant invoice proposal before you create the invoice in Exact Globe. 

Close

Click this to exit.

Fields

Note: The following fields will be displayed when you click the Return to selection button.

Criteria section

Division

Type or select a division to generate the invoice proposals for the selected division. By default, the division you are in will be displayed. This is mandatory.

General section

Invoice due date

Type or select the invoice due date to generate the invoice proposal. By default, the current system date is displayed. This is mandatory.

Contract

Type or select the range of contracts to generate the invoice proposal for this range of contracts.

Service request

Type or select the range of service requests to generate the invoice proposal for this range of service requests.

Account

Type or select the range of accounts to generate the invoice proposal for this range of accounts.

Contract type

Type or select the range of contract types to generate the invoice proposal for this range of contract types.

Division

Type or select the range of divisions to generate the invoice proposal for this range of divisions.

Cost center

Type or select the range of cost centers to generate the invoice proposal for this range of cost centers.

Origin

Select the Service request or Contract check box, or both these check boxes to generate the invoice proposal based on the origin.

Invoice proposal options

You can select any of the following invoice proposal options:

  • Remove invoices Select this option to remove all the invoices. By default, this option is selected.

  • Keep all generated invoices Select this option to retain all the invoice proposals, and to only generate the new invoice proposals.

  • Keep only manually modified invoices Select this option to retain all the invoice proposals that were manually adjusted. 

Show section

Contracts: blocked for invoicing

Select this check box to show contract lines that are blocked for invoicing.

Contract lines: not selected for invoicing

Select this check box to show contract lines that are not selected for invoicing.

Contracts: Not due for invoicing

Select this check box to show contract lines that are not due for invoicing.

Contract status: quotation

Select this check box to show contract lines with the quotation status.

Contracts / Activities: no invoice rates

Select this check box to show contracts and activities without any invoicing rate.

Activities: Rejected

Select this check box to show service activities with the rejected status.

Activities: Early invoicing

Select this check box to show service activities with the open or approved status.

Invoice per section

Division

Select this check box to show the division for invoicing.

Currency

Select this check box to show the currency for invoicing.

Invoice account

Select this check box to show the invoice account for invoicing.

Payment condition

Select this check box to create the invoice based on the payment condition. By default, this check box is selected. If this check box is not selected, the payment condition will not be updated in Exact Globe and by default, the payment condition will be linked to the debtor in Exact Globe. However, if this check box is selected, the invoices with the same payment condition, contract, and account will be grouped together, and the payment condition will be displayed in Exact Globe.

Different contracts have different payment conditions. If an invoice proposal is generated whereby the Service request check box at Origin under the General section is selected, the system will take the payment condition from the contract that has been linked to the configuration. For example, if a service request has configuration 1 linked to contract A (with payment condition 1) and configuration 2 linked to contract B (with payment condition 2), the service request will be split into two invoices with the same service request ID. If the Payment condition check box is selected, the invoices for the service request with the same payment condition and account will be grouped together, and the payment condition will be transferred to Exact Globe so that the invoice can be created with the payment condition in Exact Globe. 

Origin

Select this check box to show the origin for invoicing.

Contract

Select this check box to show the contract for invoicing.

Service request

Select this check box to show the service request for invoicing. 

Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 22.583.777
 Assortment:  Date: 24-05-2016
 Release: 257  Attachment:
 Disclaimer

Attachments
OH-PU257-Viewing and generating invoice proposals for SM02.docx 30.1 KB View Download