Modules ? Service management ? Entry ? Invoices ? Generate invoice proposals
This page allows you to generate invoice proposals by selecting the relevant service contracts.
To generate invoice proposals, function right 876 - Generate service invoice proposals is required. Users with the Service management role have this function right.
Note:
The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind:
Click this to generate the invoice proposal. For more information, see Overview of invoice proposals.
Click this to clear your selections and return to the default settings.
Click this to view the invoice proposals for the division and due date of the invoice selected. For more information, see Viewing and generating invoice proposals for Service management.
Click this to exit.
When an invoice proposal for a service activity is generated for a different customer and currency, the system will separate the invoice into two invoices. Thus, when the service activity is planned or approved, Exact Globe Next will use the currency of the account.
Once the invoice proposal has been generated and the Warranty check box is cleared, the price of the item will be checked in Exact Globe Next to determine whether the item has a price agreement and is using the original price. The new price will then be displayed in the hour or material line in Exact Synergy Enterprise whereby the price will be converted to the current exchange rate. The currency will be converted based on the following scenarios:
If the invoice proposal for a service contract is generated, the currency of the service contract will be used. The account at Invoice account can be changed to another account with a different currency but the currency displayed will be based on the currency of the service contract. When the invoice proposal is generated, only the currency of the service contract will be displayed. The invoice that has been generated to Exact Globe Next will have the same currency as the invoice proposal.
Type or select a division to generate the invoice proposals for the selected division. By default, the division you are in will be displayed. This is mandatory.
Type or select the invoice due date to generate the invoice proposals for the defined invoice due date. By default, the current system date is displayed. This is mandatory.
Type or select the range of contracts to generate the invoice proposals for this range of contracts.
Type or select the range of service requests to generate the invoice proposals for this range of service requests.
Type or select the range of accounts to generate the invoice proposals for this range of accounts.
Type or select the range of contract types to generate the invoice proposals for this range of contract types.
Type or select the range of cost centers to generate the invoice proposals for this range of cost centers.
Select the Service request or Contract check box to generate the invoice proposals based on the origin.
You can select any of the following invoice proposal options:
Select this check box to display contracts that have been blocked for invoicing.
Select this check box to display contract lines that have not been selected for invoicing.
Select this check box to display contracts that are not due for invoicing.
Select this check box to display contracts with the quotation status.
Select this check box to display contracts and activities without any invoicing rate.
Select this check box to display service activities with the rejected status.
Select this check box to display service activities with the Open or Approved status.
This section allows you to select the areas for which the invoices will be created. The generator looks at all the contracts and service activities in the right status and will divide the invoices based on the selection here.
By default, this check box is selected. An invoice will be created per division.
By default, this check box is selected. An invoice will be created per currency.
By default, this check box is selected. An invoice will be created per invoice account.
Select this check box to create the invoice based on the payment condition. By default, this check box is selected. If this check box is not selected, the payment condition will not be updated in Exact Globe and by default, the payment condition will be linked to the debtor in Exact Globe. However, if this check box is selected, the invoices with the same payment condition, contract, and account will be grouped together, and the payment condition will be displayed in Exact Globe.
Different contracts have different payment conditions. If an invoice proposal is generated whereby the Service request check box at Origin under the General section is selected, the system will take the payment condition from the contract that has been linked to the configuration. For example, if a service request has configuration 1 linked to contract A (with payment condition 1) and configuration 2 linked to contract B (with payment condition 2), the service request will be split into two invoices with the same service request ID. If the Payment condition check box is selected, the invoices for the service request with the same payment condition and account will be grouped together, and the payment condition will be transferred to Exact Globe so that the invoice can be created with the payment condition in Exact Globe.
Select this check box to create invoices per type.
Select this check box to create an invoice per contract. This is only enabled when the Origin check box has been selected.
Select this check box to create an invoice per request. This is only enabled when the Origin check box has been selected.