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Country – this defines the country within the country/brand/region hierarchy to which the set of invoice details apply. For example, a set of invoicing options where the country is set to United Kingdom will be applicable only when the service is assigned to a job order that belongs to the United Kingdom in the hierarchy.
Bill Code – this defines the bill code against which the service is billed on an invoice.
Billing Company – this defines the legal entity within your business structure that is to issue invoices for the service. A service can have one set of invoicing options per billing company only.
Invoice Type Account Group – this is a set of financial details on the billing company that determine the type of invoice to be issued (invoice or credit note) and the financial accounts to which the billed or credited amounts are to be posted when the service is invoiced.
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It is important that the invoice type account group that is selected is linked to an invoice type of Non Timesheet Based Invoice - Perm/Service or Non Timesheet Based Credit Note - Perm/Service only. |
A flag can also be set on the auto invoicing options to enforce that the invoice creation date determines the invoice date. If this flag is set, when a user raises an invoice for the service the invoice date will default to the date on which the invoice is created and cannot be changed to another date. Otherwise, the user raising the invoice will be able to set the invoice date to a date other than the date on which the invoice is created.
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How to configure auto invoicing of a service | |||
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Navigate to Maintenance > Global Maintenance > Services Maintenance and add a new service or search for and open an existing service for editing. The Add/Edit Service screen is displayed. | |||
2. | If you are editing an existing service record, click Edit at the top of the screen to enable edit mode. Skip this step if you are adding a new service record. | ||
3. | Navigate to the Auto Invoicing Options section of the screen and tick Enable Auto Invoicing. The Auto Invoicing section and the Add Auto Invoice Option button are enabled. | ||
4. | In the Auto Invoicing Options section, tick Creation Date Determines Invoice Date if whenever an invoice is automatically created for this service the invoice date must default to the date on which the invoice was created by the auto invoice service. Otherwise, skip this step if users are to have the ability to set the invoice date to a date other than the date on which the invoice is created. | ||
5. | Click Add Auto Invoice Option. The Add Invoicing Option dialog box is displayed. | ||
6. | In the Country field, select the country to which the invoicing options will apply. For example, if this service is to be auto invoiced when applied to job orders that belong to the country of United Kingdom, select United Kingdom in this field. | ||
7. | In the Bill Code field, select the bill code against which the service will be invoiced. | ||
8. | In the Billing Company field, select the name of the billing company that will issue the invoice for this service. | ||
9. | In the Invoice Type Account Group field, select the invoice type account group that determines the type of document to be created and the financial accounts to which the sales transactions associated with billing this service will be posted.
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10. | Click Save. The Add Invoicing Option dialog box closes and the set of invoice options that you have created are added to the list within the Auto Invoicing Options section of the screen. | ||
11. | Click Save Changes. The service record is saved. | ||
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