Manage Customer Product Bills
Use this screen to manually enter product invoices for customers.
You would generally use this screen to bill items from the price catalogs in the Product Definition module. However, you can use this screen to bill items that have not been entered in Costpoint Product Definition. You can simply enter a description along with the quantity and price. A customer product invoice can contain multiple line items. Discounts and sales tax are recorded by line as well. (Enter project product invoices on the Manage Project Product Bills screen.) The Calculate Standard Bills screen does not update this screen. Invoices entered on this screen do not remove billable units from Open Billing Detail, nor do amounts and units billed through this screen update billing history tables. Only A/R history and G/L Detail tables are updated with these invoice amounts.
Before you can enter customer product invoices, you must set up customers on the Manage Customers screen. If you wish to bill units from the price catalogs, then you must set up the price catalog and item number and description for the items being invoiced. You must assign unit prices to the items being invoiced. If sales tax is accrued on invoices, you must initialize the sales tax table with sales tax rates.
If discounts and shipping/handling charges are reflected on invoices, you must initialize the A/R default accounts on the Configure Accounts Receivable Settings screen before posting these invoices.
This screen has three tabs:
- Invoice Details: Use this tab to enter the customer, purchase order number, invoice number, terms, due date, and invoice date. You can also select the status of the invoice in this tab.
- Addresses: Use this tab to enter the bill to and remit to addresses. The Bill address automatically displays based on the customer default address entered on the Manage Customers screen. The Remit To address automatically displays based on the default remittance address entered on the Manage Project Billing Information screen.
- Other Charges: Use this tab to enter other charges information. You can set up other charge codes on the Manage Other Charges screen. You can change the description and enter the amount in this screen.
- Related Topics:
- Display the Manage Customer Product Bills Screen
You access the Manage Customer Product Bills screen from the Projects domain. - Contents of the Manage Customer Product Bills Screen
Use the fields and options to configure the Manage Customer Product Bills screen. - Table Information for the Manage Customer Product Bills Screen
Changes to the Manage Customer Product Bills screen update several tables. - Tabs of the Manage Customer Product Bills Screen
The Manage Customer Product Bills has the following tabs: Invoice Details, Addresses, and Other Charges. - Subtasks of the Manage Customer Product Bills Screen
The Manage Customer Product Bills screen has several subtasks.