Modules ? Service management ? Reports ? Invoices ? Invoice proposals
This page allows you to view invoice proposals, generate invoice proposals, create invoices by selecting the relevant service contracts and service activities.
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:
The information in this document is based on product update 257.
Keep in mind: All fields with the “!” icon are mandatory.
Click this to generate a new invoice proposal.
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.
Click this to exit.
Note: The following fields will be displayed when you click the Return to selection button.
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.
Type or select the invoice due date to generate the invoice proposal. By default, the current system date is displayed. This is mandatory.
Type or select the range of contracts to generate the invoice proposal for this range of contracts.
Type or select the range of service requests to generate the invoice proposal for this range of service requests.
Type or select the range of accounts to generate the invoice proposal for this range of accounts.
Type or select the range of contract types to generate the invoice proposal for this range of contract types.
Type or select the range of divisions to generate the invoice proposal for this range of divisions.
Type or select the range of cost centers to generate the invoice proposal for this range of cost centers.
Select the Service request or Contract check box, or both these check boxes to generate the invoice proposal based on the origin.
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.
Select this check box to show contract lines that are blocked for invoicing.
Select this check box to show contract lines that are not selected for invoicing.
Select this check box to show contract lines that are not due for invoicing.
Select this check box to show contract lines with the quotation status.
Select this check box to show contracts and activities without any invoicing rate.
Select this check box to show service activities with the rejected status.
Select this check box to show service activities with the open or approved status.
Select this check box to show the division for invoicing.
Select this check box to show the currency for invoicing.
Select this check box to show the invoice account for invoicing.
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.
Select this check box to show the origin for invoicing.
Select this check box to show the contract for invoicing.
Select this check box to show the service request for invoicing.