Itemize Invoice Selection Tab

This section includes the fields and descriptions for the Itemize Invoice Selection tab.

Invoice Selection Line Island

Field	Description
Job	This field shows the name and number of the job to which the job entries in the table are entered.
Activity No.	If the current job has an invoice layout rule which specifies that invoice selections are to be summarized by Activity at level one or two, this field shows the number of the activity by which the job entries in the table part of the window are summed. The values in this island are the same as the ones displayed on a line in the window Invoice Selection. Note that if direct invoicing has been performed, this field may contain a value, even if the current invoice layout rule does not specify summation on this dimension in the window Invoice Layout Rules. For more information, please see the description of the windows Invoice Selection and Invoice Layout Rules.
Activity Name	This field shows the activity text entered for the activity in the window Activities.
Task	The functionality of this field is similar to that of the field “Activity No.” above.
Task Description	This field shows the task description which was entered when the task was created.
Empl. No.	This is the employee number entered for the time activity in the table part of the window Invoice Selection.
Employee Name	This is the name of the employee entered for the time activity in the table part of the window Invoice Selection.
Employee Category No.	This field shows the number of the employee category for the line in question.
Employee Category	This field shows the name of the employee category for the line in question.
Task Group 1-6	The functionality of these fields is similar to that of the field “Activity No.” above. For further information on work breakdown structure and task groups, see the descriptions under “Job Tasks” and under “Job Budgets.”

Invoice Selection Line, Dimensions Island

Field	Description
Location	The functionality of this field is similar to that of the field “Activity No.” above.
Entity	The functionality of this field is similar to that of the field “Activity No.” above.
Project	The functionality of this field is similar to that of the field “Activity No.” above.
Purpose	The functionality of this field is similar to that of the field “Activity No.” above.
Spec. 1-3	The functionality of these fields is similar to that of the field “Activity No.” above.
Local Spec. 1-3	The functionality of these fields is similar to that of the field “Activity No.” above.

Invoice Selection Island

Field	Description
Open	The “Quantity” column shows how many units have been entered to the activity, but which have not been invoiced. The “Billing Price” column shows the total billing price entered but not yet invoiced. The open quantity is the sum of the values in the “No., Open” fields in the table. The open billing price is the sum of the values in the “Billing Price, Open” fields in the table.
Available	This field shows the available billing price. If you do not allow multiple invoice drafts on the job, or if you do not have any drafts, then this is the same as the work in progress.
To Invoice	The “Quantity” column shows how many units are selected for invoicing. The “Billing Price” column shows the billing price selected to be invoiced. The quantity to be invoiced is the sum of the values in the “Invoice Quantity” fields in the table. The billing price to be invoiced is the sum of the values in the “Billing Price to Inv.” fields in the table.
Prev. Invoiced	The “Quantity” column shows how many units have already been invoiced for the job. The “Billing Price” column shows how much has been invoiced for the job activity. The previously invoiced quantity is the sum of the values in the “Quan., Inv.” fields in the table, and the billing price is the sum of the values in the “Billing Price, Invoice” fields.
Total	The “Quantity” column shows how many units of the activity have been selected for invoicing and previously invoiced. The “Billing Price” column shows how much has been selected to be invoiced and previously invoiced for the job.
Budget	The “Quantity” column shows the budgeted quantity for the job. The “Billing Price” column shows the budgeted billing price of the job activity. Job budgets are made in the window Job Budgets.
Entered	The “Quantity” column shows how many units of the activity have been entered to the job. The “Billing Price” column shows the billing price sum of the quantity entered.

Direct Invoicing Island

Field	Description
Direct Inv.	This field is marked if you have chosen direct invoicing for the entry in the table part of the window Invoice Selection. It cannot be changed here.

Up/Down Island

Field	Description
To Date	These fields show the write-up/-down number of hours and billing price of invoicing lines already invoiced. The “Hours” column shows how many units (hours) have already been invoiced for the job. The “Billing Price” column shows how much (amount) has been invoiced for the job activity.
Selection	These fields show the write-up/-down number of hours and billing price resulting from invoicing the current invoice selection that has been transferred for invoicing in the table part. Write-up and write-down are the differences between the registered number/ amount and the invoiced number/ amount. Write-ups are shown in positive figures, and write-downs in negative figures.
Total	These fields show the total write-up/-down number of hours and billing price for the job after invoicing the current invoice selection that has been transferred for invoicing in the table part. Write-up and write-down are the differences between the registered number/amount and the invoiced number/amount. Write-ups are shown in positive figures, and write-downs in negative figures.

Selection Criteria Island

Field

Description

Entries within selection criteria only

If the system parameter “Keep delimitation when changing invoice selection” is selected, any delimitations made in the window Invoice Selection are preserved in this window. This means that if, for example, you select a certain cut-off date in the window Invoice Selection and carry out an invoicing action—that action will only affect the underlying entries identified by the delimitation. If you mark this field, and the system parameter mentioned above is selected, the table part only shows the entries identified by the delimitation made in the window Invoice Selection. If you remove the mark, the table part shows all entries.