Invoice Service Contract
Explanation
Use this activity to invoice a service contract or a
service line.
Prerequisites
- Invoice parameters should be defined in
Service
Contract/Invoice Parameters tab.
- The Create Periodic Allocation check box
should be selected on
Service
Contract/Invoice Parameters tab if the amount to be invoiced should
be periodically allocated.
- The service contract should be activated (i.e.,
status set to Active).
- Periodic price lines should be Accepted.
System Effects
- The selected service
contracts will be invoiced.
- If you change the periodic allocation rule, the
new rule will be applied to the amount invoiced.
Window
Service
Contract
Related Window Descriptions
Service Contract
Service Contract/Services
Service Contract/Vehicle
Services
Invoice Plan Details
Procedure
To Invoice an entire service contract:
- Open the
Service Contract window and
query for the service contract you wish to invoice (F3).
- Click the
Invoice Parameters tab and select the
invoice plan line(s) for which you want to generate the invoice.
- Optionally, right-click and then click Generate Invoice
Lines for Preview if you wish to preview the invoice line.
Note: Step 4-7 is optional, you should only
follow them if the amount to be invoiced is periodically allocated and if you
wish to change the default periodic allocation rule.
- Select the invoice plan line on the
Invoice Plan Details
window, right-click and
then click Periodic Allocation Rule. The
Period Allocation Rule
dialog box appears.
- Change the value in the Allocation Method
field as per your requirement.
- Click Distribute and click OK.
- If required the period allocation can be done manually by entering the
percentage in the Allocation Percentage field or by entering the
exact amount for each financial period. Click Save to save the
manually defined allocation rule.
- Select the invoice plan line, right-click and
then click Invoice.
To invoice a service line:
- Follow steps 1 - 3 above.
- Click the Services (Vehicle
Services) tab and select the service line you wish to invoice.
- Select the periodic price line, right-click and
then click Invoice Plan Details. The
Invoice Plan Details
window appears.
- Select a row, right-click and then click Invoice.