Costpoint Help

Manage Service Request Invoices

Use this screen to view and maintain service request invoices, and to create invoices for completed work on eligible service requests.

Since cost of issues can be posted to the cost of goods sold (COGS) accounts, even after an invoice was already created (when the Allow invoice for partially shipped component lines option is selected), Sales Group Abbrev Clearing Account/Org need not match the CGS Account Org.

You cannot delete an invoice or invoice line if any of the associated issue transactions contain component correction lines that have been posted through Post Invoices or Post Component COGS Corrections.

You can create invoices for service requests that are ready for invoicing. Service Requests with a Pending or Void status cannot be used, and only lines marked Ready for Invoice are included.

This screen has the following tabs:

  • Details: Use this tab to establish information that pertains to the invoice, and to provide default values for recurring invoice lines.

  • A/R: Use this tab to view accounts receivable and billing period information for the invoice.

  • Posting Info: Use this tab to view posting information for the invoice. You can establish the fiscal year, period, and subperiod on this tab.

  • Addresses: Use this tab to enter address codes that have been established for the customer on the selected service request.

  • Notes: Use this tab to view and add notes for the invoice.

  • Print Info: Use this tab to view and edit the print settings for the invoice.


Display the Manage Service Request Invoices Screen

You access the Manage Service Request Invoices screen from the Materials domain.

Contents of the Manage Service Request Invoices Screen

Use the fields and options to configure the Manage Service Request Invoices screen.

Table Information for the Manage Service Request Invoices Screen

Changes to the Manage Service Request Invoices screen update the SVCRQ_INVC_HDR and SVCRQ_INVC_LN table.

Tabs of the Manage Service Request Invoices Screen

The Manage Service Request Invoices screen has the following tabs: Details, A/R, Posting Info, Addresses, Notes, and Print Info.

Subtasks of the Manage Service Request Invoices Screen

The Manage Service Request Invoices screen has several subtasks.


Parent Topic:

MRO Service Request Invoices