Overview of credit invoices for Professional services automation
Menu path
Projects ? Reports ? Professional services automation ? Credit invoices
Introduction
This page displays an overview of invoiced amount, credit invoices, and correction invoices. It is possible that rates are adjusted after your invoices have been processed. When an amount invoiced and the calculated amount based on the latest rate is different, a credit invoice can be created from this page. Based on the defined criteria, you can see an overview of the invoiced amount and the differences compared to the adjusted rates.
Roles and rights
To view and create credit invoices, function right 891 – Hour & expense invoicing is required. By default, users with the Project administration role have this function right. The Project administration role can only be assigned to users who have the YA1403 – Project manager license role.
Note:
- For more details on function rights, go to System ? Setup ? Security ? Function rights.
- For more details on roles, go to System ? Setup ? Security ? Roles
What version are you using?
The information in this document is applicable to product update 251 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I view invoiced amount, credit invoices, and correction invoices?
- On the Credit invoices page, define the criteria in the Criteria section.
- Click Show.
How do I generate credit and correction invoices?
- On the Credit invoices page, define the criteria in the Criteria section.
- Click Show.
- Select the relevant check box(es) for the respective invoice line(s) to generate credit and correction invoices.
- Click Credit selected invoices.
Keep in mind:
- The check boxes are displayed only if there are differences in the amount invoiced and calculated amount.
- Once you have clicked Credit selected invoices, a correction invoice will be created to cancel out the amount invoiced and a credit invoice will be created to invoice the latest amount.
- Credit invoices created can be invoiced by creating Invoice proposal requests. For more information, see Overview of billable, invoice term, intercompany, and credit invoice requests.
How do I manually create a Credit invoice request?
- On the Credit invoices page, click New credit invoice.
- On the Credit Invoices – New request page, define the relevant fields
- Click Submit.
Keep in mind:
Buttons
Show
Click this to display a list of invoices according to the defined criteria. The invoice lines will be displayed with the invoiced amount and the calculated amount, after the change of rates and quantities. The search results displayed will be divided into different sections based on projects. The section headers will show the code and description of the project in bold, followed by the customer code and customer description.
Note: Once you have clicked this button, the name of the button will be changed to Refresh. Also, the Credit selected invoices button will be available.
Refresh
Click this to update the results according to the defined criteria.
Reset
Click this to clear the defined criteria so that you can start a new search.
New credit invoice
Click this to manually create a credit invoice request. You can invoice credit invoices created by creating Invoice proposal requests. For more information, see Overview of billable, invoice term, intercompany, and credit invoice requests.
Credit selected invoices
Click this to generate the credit and correction invoices for the selected invoice lines. Two requests with descriptions "Credit invoice" and "Correction invoice" will be created for each selected invoice line. These requests will be linked to the respective credit and correction invoices.
Close
Click this to exit.
Fields
Criteria section
Period
Select an option to display invoice, credit invoice, and/or correction invoice lines with the dates that match the selected option. The dates will automatically be filled based on the current system date. However, you can also type or select your own date range in the other two boxes next to Period.
Division
Type or select the required option to display the invoices, credit invoices, and/or correction invoices belonging to the selected division. Once you have selected a division, you can view the details of the division by clicking the link displayed next to the box. For more information, see Viewing division cards.
Reference
Type a reference to display invoices, credit invoices, and/or correction invoices that match the defined reference.
Account
Type or select the required option to display invoices, credit invoices, and/or correction invoices for the selected customer. Once you have selected an account, you can view the details of the account by clicking the link displayed next to the box. For more information, see Viewing account cards.
Show credit invoices
Select this check box if you want to display the credit invoice lines. A credit invoice displays the new invoiced amount and quantity, which have been corrected from an outdated invoice.
Project
Type or select the required option to display invoices, credit invoices, and/or correction invoices for the selected customer. Once you have selected a project, you can view the details of the project by clicking the link displayed next to the box. For more information, see Viewing project cards.
Show correction invoices
Select this check box if you want to display the correction invoice lines. A correction invoice displays the calculated quantity and amount in negative figures for the original invoice.
Project manager
Type or select the required option to display invoices, credit invoices, and/or correction invoices handled by the selected project manager. Once you have selected a person, you can view the details of the person by clicking the link displayed next to the box. For more information, see Viewing personal cards.
Columns
Invoice
This column displays the process numbers of the invoices. You can click the hyperlinks to view the respective invoices.
Amount invoiced
This column displays the amount that have been invoiced. The values are converted and displayed in the billing currency of the particular project.
Calculate amount
This column displays the new amount calculated based on the latest rates. The values are converted and displayed in the billing currency of the particular project.
Difference
This column displays the differences in the amount invoiced and the calculated amount based on the latest rates.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
20.485.481 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
06-04-2015 |
| Release: |
|
Attachment: |
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| Disclaimer |