Invoice Batch Creation - Exclusion of Adjustment Timesheets Linked to Credit Rebill Batches

Description

The invoice batch creation process has been enhanced to prevent adjustment timesheets from being included in an invoice batch if they are already included in a credit rebill batch.

Previously, when loading the results list on the Billing > Invoice Batch or Billing > Invoice Batch > Invoice Batch Group screens, the system did not check if the results included adjustment timesheets that were already included in open credit rebill batches. However, if you triggered the creation of an invoice batch, any such adjustment timesheets were not included in the invoice batch despite those timesheets having been included in the count of timesheets that are available to be invoiced.

Now, when a user searches on the Billing > Invoice Batch or Billing > Invoice Batch > Invoice Batch Group screens, the results filter out any adjustment timesheets that are already included in an open credit rebill batch. Furthermore, when the user clicks the Create Invoice Batch button, the system performs a secondary check to determine if any adjustment timesheets that are currently included in the count of timesheets that are ready to be invoiced on the Billing > Invoice Batch or Billing > Invoice Batch > Invoice Batch Group screens have been added into a credit rebill batch since the screen was loaded. Where that is the case, the error message that is shown in Figure 1 below is displayed.

Open

Figure 1: Create Invoice Batch - Timesheet Count Changed Error Message

If the error is displayed, you can click the Search button at the top of the Invoice Batch screen to reload the results and therefore update the count of available timesheets. Note that if you are on the Invoice Batch > Invoice Batch Group, you will need to navigate back up to the Invoice Batch screen to access the Search button.

Benefits

This enhancement ensures that the count of timesheets that are available for invoicing that is shown prior to the Create Invoice Batch action being triggered is accurate and therefore prevents potential confusion that could previously arise if the number of invoices actually generated in an invoice batch did not meet the initial count of available timesheets.

Configuration

No configuration required.