Create Credit Invoice Lines

Explanation

Use this activity to create planned credit invoice lines to negate existing invoices. Planned credit invoice lines can be created on an invoice period or directly on an invoice plan line. 

Prerequisites

• The invoice period or invoice plan line for which planned credit invoice lines are going to be created should have been invoiced previously.

System Effects

• §The resulting invoice plan detail line will contain a minus value of the previously debited invoice.
• If performed on an invoice period of the Invoice Parameters tab, debit invoices for all service lines belonging to the selected period as well as future invoices will be credited, and new periodic price lines with Revaluating status will be created for each service line of the service contract.
• If performed on the Invoice Plan Details window, the selected invoice plan line as well as future invoices for the service line of the invoice plan line will be credited and new periodic price lines with Revaluating status will be created.

Window

Service Contract

Related Window Descriptions

Service Contract
Service Contract/Invoice Parameters 
Invoice Plan Details

Procedure

To create credit invoice lines for a service contract:

1. Open the Service Contract window and query for the service contract for which you want to create credit invoice lines (F3).
2. Click the Invoice Parameters tab and select the invoice period for which you want to generate the credit invoice lines.
3. Right-click and then click Create Credit Invoice Lines.
4. Click OK to verify that the debit invoices connected to the service lines for the selected invoice period as well as future invoices should be credited, and all connected periodic price lines should be closed.

To create credit invoice lines for a service line:

1. Open the Service Contract window and query for a service contract (F3).
2. Click the Services tab and select a service line for which you wish to create planned credit invoice lines.
3. Right click and click Invoice Plan Details.
4. On the Invoice Plan Details window select the invoice plan line, right-click and then click Create Credit Invoice Lines.
5. Click OK to verify that all debit invoices connected to the selected service line as well as future invoices should be credited, and the connected periodic price line should be closed.