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Exact Synergy Enterprise   
 

Generating invoice proposals for Service management

Menu path

Modules ? Service management ? Entry ? Invoices ? Generate invoice proposals

Introduction

This page allows you to generate invoice proposals by selecting the relevant service contracts.

Roles and rights

To generate invoice proposals, function right 876 - Generate service invoice proposals is required. Users with the Service management role have this function right.

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 applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I generate an invoice proposal?

  1. On the Service: Generate invoice proposals - Selection page, define the relevant fields and select the relevant check boxes under the General, Show, and Invoice per sections.
  2. Click Generate.

Keep in mind:

  • All fields with the “!” icon are mandatory. 
  • Configuration items (including configuration parts and children) that have expired will not be invoiced. Thus, if the configuration item has expired but the configuration parts or children are active, the invoice will not be generated for the configuration item. In addition, the invoice will not be generated if the configuration item is active but the configuration parts or children are inactive or have expired.

How do I view the invoice proposals?

  1. On the Service: Generate invoice proposals - Selection page, define the Division and Invoice due date fields.
  2. Click Show invoices. For more information, see Viewing and generating invoice proposals for Service management.

Buttons

Fields

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: 22.607.486
 Assortment:  Date: 27-06-2018
 Release: 247  Attachment:
 Disclaimer

Attachments
OH-PU258-Generating invoice proposals for SM01.docx 29.3 KB View Download