Create an Invoice Preview

Explanation

This activity is used to create an Invoice Preview to initiate the invoicing of services done through work tasks/work orders. It is possible to merge sales lines for invoicing on a specific criteria, if needed. Or otherwise it is possible to invoice as sales line generated on work task execution and reporting. In general, it is considered that tasks must be reported before invoicing, but allowed to override it and invoice any sales line on a released task.

Prerequisites

In order to perform this activity:

• A work task/tasks must exist.
• The work task must have been released (or in a higher status).
• All work performed through the work task must have been reported in.
• A sales line must exist which has the state "Invoiceable".

System Effects

• As a result of this activity an Invoice Preview which has the state "new" will be created.

Window

Prepare Work Order
Work Tasks
Work Order Structure
Report In Work Order

Related Window Descriptions

Work Task
Work Task/Sales
Prepare Work Order
Prepare Work Order/Work Tasks/Sales
Report In Work Order
Report In Work Order/Work Tasks/Sales
Work Order Structure
Work Order Structure/Work Tasks/Sales

Procedure

To perform this activity, follow these steps:

1. Open the Report In Work Order window.
2. Query for the work order.
3. Right click on the Report In Work Order header and select Create Invoice Preview.
4. In the dialog, select the criteria that needs to be invoiced.
5. Optionally, specify a group level.
6. Optionally, check on merge by sales part.
7. Make a filtration, if required.
8. Click OK.