Job Order - Add/Edit Service Fee Screen Enhancements

Description

The existing Add/Edit Service Fee screen, which is displayed on invoking the Add or Edit actions in the Billing > Service Fee section on the Job Order screen now features additional fields relating to auto-invoicing of the service fee.

The following new fields have been added to the Add/Edit Service Fee screen:

Auto Invoice

When adding a new service fee to the job order, ticking this option filters the list of services fees that are available for selection in the existing Service/Product Item field so that only those services that have been configured for auto-invoicing, and have a set of auto-invoicing settings for the billing company to which the job order is linked, can be selected and added to the job order. Ticking this option also indicates that an invoice is to be raised automatically for the service fee that is selected in the Service/Product Item field.

Invoice Creation Date

If an invoicing date has already been set for the service fee, this field displays the date on which the invoice will be or has been generated (for more information, see Job Order - Raise Invoice Screen). This field is not displayed until an invoice creation date has been set.

Invoice Date

If an invoicing date has already been set for the service fee, this field displays the invoice date based on which the invoice terms are calculated (for more information, see Raise Invoice Screen). This field is not displayed until an invoice creation date has been set.

Invoice Number

If an invoice has already been raised for this service fee, this field displays the invoice number. This field is not displayed until an invoice creation date has been set.

Grouping ID

If this service fee has been invoiced on the same invoice with other service fees, this field displays a unique grouping ID that links this service fee to the other service fees with which it was invoiced. This field is not displayed until an invoice creation date has been set.

Billing Company

Displays the name of the billing company that issues the invoice.

Bill Code

Displays the bill code against which the service fee is invoiced.

Invoice Type Account Group

Displays the name of the invoice type account group on the Billing Company to which the financial transactions for this service fee are posted when the service fee is invoiced. The invoice type account group also determines the type of document (invoice or credit note) that gets generated.

Auto Invoice Error

If an error occurs when the auto-invoice service attempts to generate an invoice for the service fee, this field displays an error message that indicates the reason for the error. If an error does occur, the issue may be automatically resolved the next time that the auto invoice service runs, in which case this field will be cleared. If the problem persists, the error message that is shown in this field can be forwarded to your system administrator or FastTrack Client Services for support.

These new fields are highlighted in the example below.

Open

In addition to the new fields that are described above, changes have been made to the following existing fields on the Add/Edit Service Fee screen:

Item Cost

This field has been enhanced to allow entry of negative amounts to cater for crediting amounts against a service fee.

Total Sale

This field has been enhanced to allow entry of negative amounts to cater for crediting amounts against a service fee.

Estimated Bill Date

This field is hidden if the Auto Invoice option is ticked because this field is not applicable if an invoice will be/has been raised automatically for the service fee.

Ready for Invoice

This field is hidden if the Auto Invoice option is ticked because this field is not applicable if an invoice will be/has been raised automatically for the service fee.

Actual Bill Date

This field is hidden if the Auto Invoice option is ticked because this field is not applicable if an invoice will be/has been raised automatically for the service fee.

Benefits

This enhancement compliments the ability to automatically invoice services that are associated with a job order. For more information, see Auto Invoicing of Service Fees.

Configuration

For information about how to configure services to allow auto invoicing, see Enabling Automatic Invoicing of Services.

For general information about adding service to a job order, see Billing