Overview of invoice proposals
Menu path
Modules ? Service management ? Reports ? Invoices ? Invoice proposals
Introduction
This page displays all the invoice proposals generated for Service management. Furthermore, a log of the invoices created for the invoice proposals will be displayed. You can edit or delete the invoice proposals, and create invoices for the selected invoice proposals.
Roles & rights
- To view invoice proposals, function right 855 – View service invoice proposals is required. Users with the Service desk and Service manager roles have this function right.
- To edit or delete invoice proposals, function right 875 – Maintain service invoice proposals is required. Users with the Service manager role have this function right.
Notes:
- For more details on function rights, go to Modules à System à Setup à Security à Function rights.
- For more details on roles, go to Modules à System à Setup à Security à Roles.
What version are you using?
The information in this document is based on product update 257. If you have versions lower than this, certain features explained here will not be applicable.
How do I view the invoice proposals?
1. On the Invoice proposals page, select a status at Status under the Filter section.
2. Click the Invoice proposals tab.
3. Click > on the left column to expand the invoice proposal.
How do I view warning messages for invoice proposals?
1. On the Invoice proposals page, click the Warnings tab.
How do I edit invoice proposals?
1. On the Invoice proposals page, select Not created at Status under the Filter section.
2. Click the Invoice proposals tab.
3. Click 
Edit. For more information, see Viewing invoice proposal details.
How do I delete invoice proposals?
1. On the Invoice proposals page, select Not created at Status under the Filter section.
2. Click the Invoice proposals tab.
3. Click 
Delete.
4. A message “Are you sure you want to delete this record?” will be displayed.
5. Click OK.
How do I generate invoice proposals?
1. On the Invoice proposals page, click Return to selection.
2. Define the fields.
3. Click Generate. For more information, see Generating invoice proposals.
How do I create invoices for the invoice proposals?
1. On the Invoice proposals page, select Not created at Status under the Filter section.
2. Select a customer by selecting the check box(es).
3. Click Create invoices.
Buttons
Return to selection
Click this to generate invoice proposals. For more information, see Generating invoice proposals.
Create invoices
Click this to create invoice(s) for the generated invoice proposals.
Note: This button is enabled only if a customer is selected.
Close
Click this to exit.
Fields
Selection section
Invoice due date
The date of the last generated invoice proposal will be displayed. This field cannot be edited.
Origin
The origin of the last generated invoice proposal will be displayed. This field cannot be edited. For more information, see Generating invoice proposals.
Filter section
Status
Select the status of the invoice proposal to be displayed. You can select one of the following:
- Not created — Select this option to view the invoice proposals where invoices have yet to be generated.
- Created — Select this option to view the invoice proposals where invoices have been generated.
- Both — Select this option to view all the invoice proposals.
Invoice proposals tab
This tab displays all the generated invoice proposals. You can click > to view the details of the invoice proposals for the customer. Under this tab, you can also edit or delete invoice proposals.
Warnings tab
This tab displays the log of the invoices generated for the invoice proposals. The Message, Account, Contract or Request, Agreement or Activity, Configuration, Start date or Service date, End date, and Invoice amount of the warnings are displayed.
Note: When the icon on the invoice proposal line is clicked, all warning messages that are related to the contract or service request will be deleted too.
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: |
23.252.789 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
24-05-2016 |
| Release: |
257 |
Attachment: |
|
| Disclaimer |