Create Service Request Invoices
Use this screen to generate invoices for all or a range of customers or service requests.
Costpoint prints an invoice report at the end of the generation process. Use the Manage Invoices screen to immediately modify and print the invoices that are created on this screen, or to create new invoices.
You can create invoices for one or all line types and by customer or service requests, where applicable.
For SR lines with component processing, if a prior invoice exists for a SR line, subsequent new invoices created may or may not include costs from component issues made after the prior invoice, depending on whether those costs were already posted on the Post Service Request Journal screen.
For SR lines with component processing, for subsequent invoices created after initial invoicing, issues that were already posted are associated with the invoice number referenced at the time of posting of the issue cost, even though subsequent invoice quantity adjustments are made referencing this new invoice number. Deletion of the new invoice/line reverses the invoiced quantities, but does not affect the posted costs of such issues posted through a different invoice.
When creating invoices, this application checks the owning organization setting on the Manage Sales Group Abbreviations screen for all project postings.
If the Use Project Owning Org checkbox is selected, Costpoint uses the owning organization of the project to be actually charged (not necessarily the SR line charge project) in the appropriate transaction tables.
If the Use Project Owning Org checkbox is cleared, Costpoint uses the sales group abbreviation organization.
You can generate invoices only for approved service requests. You can create invoices on orders with invoice-only line types and miscellaneous line types as soon as they have an approved status. You must issue to service requests components before creating invoices.
Related Topics:
Display the Create Service Request Invoices Screen
You access the Create Service Request Invoices screen from the Materials domain.
Contents of the Create Service Request Invoices Screen
Use the fields and options to configure the Create Service Request Invoices screen.
Table Information for the Create Service Request Invoices Screen
Changes to the Create Service Request Invoices screen update the following tables: