Define Invoice Rule

Explanation

This activity is used to define invoice rules that will be applicable to the services in the service quotation work orders and work tasks. Invoice rules are used to manipulate sales price with revenue percent or to define sales prices based on costs. You can specify if the rule should be applied to sales groups or cost types and also if sales lines with zero invoice amounts should be included in or excluded from the customer invoice. Additionally, invoice rules can be used to accumulate sales prices to a planning line of work order invoice type Fixed Price line on a work task created from quotation acceptance process and also to define rounding of Quantity to Invoice in work tasks in the service quotation.

Prerequisites

Sales groups for non-inventory sales parts should be defined in Sales Basic Data / Sales Group tab.

System Effects

As a result of this activity a new invoice rule will be created to be used in work orders and/or work tasks on a service quotation..

Window

 Service Quotation Basic Data

Related Window Descriptions

Service Quotation Basic Data
Service Quotation Basic Data/Invoice Rule

Procedure

1. Open the Service Quotation Basic Data window, click the Invoice Rule tab and create a new record (F5).
2. Enter a unique identity for the invoice rule in the Invoice Rule ID field and a description in the Description field respectively.
3. Select how the rule will be applied, i.e., based on sales group or cost type, in the Sales Group/Cost Type field.
4. Select the Invoice Zero Amounts check box if you want to include in the customer invoice all sales lines with a zero invoice amount which are applicable to the invoice rule. This check box is selected by default when creating a new invoice rule but can be changed. Clear this check box if you want to exclude zero amount sales lines associated with the invoice rule from the customer invoice.
5. Next create a new record in the table below.
• If you had selected Sales Group in step 3 enter a value in the Sales Group field. Use the List of Values to select a suitable value.
• If you had selected Cost Type in step 3 select a value in the Cost Type field. Use the drop down list to select a value.
6. Enter the percentage of the sales group or cost type that should be charged in the invoice. If you check Cost Based Pricing under Cost type selection, the percentage defines markup to be added on the cost to calculate sales price.
7. Set Rounding for quantity for invoice using Rounding function and Rounding value if preferred.
8. Select the Invoice Zero Amounts check box if you want to include in the customer invoice all sales lines with a zero invoice amount which are applicable to the given sales group or cost type. This check box will be selected by default if the Invoice Zero Amounts check box is selected in the header of the tab and vice versa. You can change the value of this check box. Clear this check box if you want to exclude zero amount sales lines associated with the sales group or cost type from the customer invoice.
9. Select the Include in Fixed Price check box if you want the sales prices to be accumulated to a fixed price line when a work order/work task are created from the service quotation. All the corresponding planning lines based on invoice rule connected to the work task, will be accumulated to create one fixed price line when the service quotation is accepted.
10. Repeat steps 5 to 9 as required.
11. Save the information (F12).