Invoicing Service Contracts—Key Exercises

Basic Data Setup

Define a Service Contract with relevant Invoicing Parameters, Price Agreement and Service Line

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Service Contract

1. Define a service contract header. General exercises for Define Service Contract
2. Enter invoicing parameters. General exercises for Define Invoice Parameters
3. Enter Price agreement. General exercises for Define Price Agreements
4. Enter Service Line. General exercises for Define Services

Main Exercise

Purpose: The purpose of this lesson is to familiarize yourself with the different techniques of invoicing service contracts.

Windows:
Service Contract/Invoice Parameters
Invoicing of Service Contracts

Invoice a Service Contract

1. Open the Service Contract window and query for the service contract you wish to invoice (F3).
2. Click the Invoice Parameters tab and select the invoice plan line(s) for which you want to generate the invoice.
3. Optionally, right-click and then click Generate Invoice Lines for Preview if you wish to preview the invoice line.
4. Select the invoice plan line, right-click and then click Invoice.

Invoice a Service Line

1. Follow steps 1 - 3 in the above exercise.
2. Click the Services (Vehicle Services) tab and select the service line you wish to invoice.
3. Select the periodic price line, right-click and then click Invoice Plan Details. The Invoice Plan Details window appears.
4. Select a row, right-click and then click Invoice.

Credit a Debit Invoice

To create credit invoices for a service line:

1. On the invoiced service line from the previous exercise, right click and click Invoice Plan Details.
2. Select a row, right-click and then click Create Credit Invoice Lines.
3. You will be prompted to verify that the system should create credit invoice lines for debit invoices as well as for future invoices of the selected service line. You should also verify that the periodic price line for the service line should be closed. Click OK. Planned Credit Invoice Lines with a minus value of the previous invoice are created and displayed on the Invoice Plan Details window.
4. On the Services tab of the Service Contract window, for the service line invoiced in the last step, observe that the periodic price line that was debited is closed and a new periodic price line with the Revaluating status is created.
5. Right click on the Services tab and click Invoice Plan Details. On the Invoice Plan Details window, right click on the invoice plan row and click Create Invoice to create a credit invoice for the planned line.

To create credit invoices for a service contract:

1. On the Invoice Parameters tab select an invoice period that has been invoiced and that you require to be credited.
2. Right click on the invoice period and click Create Credit Invoice Lines.
3. You will be prompted to verify that the system should create credit invoice lines for all debit invoices and future invoices of the service lines belonging to that selected invoice period. You should also verify that the periodic price lines belonging to the service lines should be closed. Click OK. 
4. Right click on the invoice period and click Invoice Plan Details. On the Invoice Plan Details window observe that Planned Credit Invoice Lines with minus values of the previously debited invoices are created and displayed.
5. On the Services tab of the Service Contract window, observe that the periodic price lines that were debited are closed and new periodic price lines with the Revaluating status are created, for each service line in the service contract.
6. Navigate back to the Invoice Plan Details window, right click on an invoice plan row and click Create Invoice to create a credit invoice.

Invoice Multiple Service Contracts

To invoice directly:

1. Open the Invoicing of Service Contracts dialog box.
2. Change the value in the Site field if required. Use the List of Values to select a suitable value.
3. Enter values in the rest of the fields depending on your requirement. Click OK.

To schedule the invoicing:

1. Open the Invoicing of Service Contracts dialog box.
2. Click Schedule and follow the steps in the wizard that appears.