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Exact Synergy Enterprise   
 

Overview of invoice proposals

Menu path

Modules ? Service management ? Reports ? Invoices ? Invoice proposals

Introduction

This page displays all the invoice proposals generated for Service management. Furthermore, a log of the invoices created for the invoice proposals will be displayed. You can edit or delete the invoice proposals, and create invoices for the selected invoice proposals.

Roles & rights

  • To view invoice proposals, function right 855 – View service invoice proposals is required. Users with the Service desk and Service manager roles have this function right.
  • To edit or delete invoice proposals, function right 875 – Maintain service invoice proposals is required. Users with the Service manager role have this function right.

Notes:

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

What version are you using?

The information in this document is based on product update 257. If you have versions lower than this, certain features explained here will not be applicable.

How do I view the invoice proposals?

1. On the Invoice proposals page, select a status at Status under the Filter section.

2. Click the Invoice proposals tab.

3. Click > on the left column to expand the invoice proposal.

How do I view warning messages for invoice proposals?

1. On the Invoice proposals page, click the Warnings tab.

How do I edit invoice proposals?

1. On the Invoice proposals page, select Not created at Status under the Filter section.

2. Click the Invoice proposals tab.

3. Click Edit. For more information, see Viewing invoice proposal details.

How do I delete invoice proposals?

1. On the Invoice proposals page, select Not created at Status under the Filter section.

2. Click the Invoice proposals tab.

3. Click Delete.

4. A message “Are you sure you want to delete this record?” will be displayed.

5. Click OK.

How do I generate invoice proposals?

1. On the Invoice proposals page, click Return to selection.

2. Define the fields.

3. Click Generate. For more information, see Generating invoice proposals.

How do I create invoices for the invoice proposals?

1. On the Invoice proposals page, select Not created at Status under the Filter section.

2. Select a customer by selecting the check box(es).

3. Click Create invoices.

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: 23.252.789
 Assortment:  Date: 24-05-2016
 Release: 257  Attachment:
 Disclaimer

Attachments
OH-PU257-Overview of invoice proposals for SM02.docx 30.2 KB View Download