Manual Invoicing without Job Orders

Description

Manual invoices and credit notes can be created without the need to link invoice/credit items to a job order from this release on.

To facilitate creation of manual invoices and credit notes without a job order, the following new fields have been added to the Billing > Manage Invoices/Credit Notes > Invoice/Credit New Entry > Invoice/Credit Item screen as follows:

• Skill Group

• Office

• Agency Staff

The Skill Group field is mandatory if a job order is not selected for an invoice/credit item and allows the sale to be allocated to a skill group. This field is unavailable if a job order is selected.

The Office field is mandatory if a job order is not selected and allows selection of the agency office to which the sale will be attributed and defaults to the office of the parent/client/cost centre entity to which the debtor is linked. If the item is linked to a job order, this field is display-only and shows the agency office to which the job order belongs.

The Agency Staff field is mandatory if a job order is not selected for an invoice/credit item and allows searching for an agency staff member to whom the sale is to be attributed. If a job order is selected, this field is display-only and displays the name of the job owner staff of the corresponding job order.

The new fields are highlighted in the example below.

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In addition to the new fields that have been added, the following existing fields have been modified to facilitate invoicing without job orders:

• Position – if the item is not linked to a job order, this field is mandatory and requires selection of a job position to which the sale is to be allocated.

• Payee – if the item is not linked to a job order, this field is blank.

As part of this enhancement, new fields have also been added to the item grid that is displayed on the Billing > Manage Invoices/Credit Notes > Invoice/Credit New Entry screen itself to identify agency office, agency staff and purchase order number to which an invoice or credit item is linked, as shown in the next example.

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Benefits

This enhancement adds the flexibility to allow invoicing of items that have no direct relationship to a job order.

Configuration

None required.