Modules ? Service management ? Reports ? Invoices ? Invoice proposals
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.
Notes:
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.
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.
1. On the Invoice proposals page, click the Warnings tab.
1. On the Invoice proposals page, select Not created at Status under the Filter section.
3. Click Edit. For more information, see Viewing invoice proposal details.
3. Click Delete.
4. A message “Are you sure you want to delete this record?” will be displayed.
5. Click OK.
1. On the Invoice proposals page, click Return to selection.
2. Define the fields.
3. Click Generate. For more information, see Generating invoice proposals.
2. Select a customer by selecting the check box(es).
3. Click Create invoices.
Click this to generate invoice proposals. For more information, see Generating invoice proposals.
Click this to create invoice(s) for the generated invoice proposals.
Note: This button is enabled only if a customer is selected.
Click this to exit.
The date of the last generated invoice proposal will be displayed. This field cannot be edited.
The origin of the last generated invoice proposal will be displayed. This field cannot be edited. For more information, see Generating invoice proposals.
Select the status of the invoice proposal to be displayed. You can select one of the following:
This tab displays all the generated invoice proposals. You can click > to view the details of the invoice proposals for the customer. Under this tab, you can also edit or delete invoice proposals.
This tab displays the log of the invoices generated for the invoice proposals. The Message, Account, Contract or Request, Agreement or Activity, Configuration, Start date or Service date, End date, and Invoice amount of the warnings are displayed.
Note: When the icon on the invoice proposal line is clicked, all warning messages that are related to the contract or service request will be deleted too.