Blanket Invoicing Overview Single Dialogs Workspace

Use this workspace to view an overview of the jobs with bill-to customer and appropriation that can be blanket invoiced together.

Use blanket invoicing to generate a single invoice for multiple jobs. All non-invoiced but approved invoice selections appear on one invoice, generated from either this workspace or the Job Invoicing workspace.

The jobs must be set up to be blanket invoiced and must involve the same company, department, bill-to customer, company tax code, currency, and invoice currency. They must all be taxed or all not taxed, not a mixture of both. Additional rules are:

• The jobs must not be blocked for invoicing.
• Invoices and credit notes cannot be blanket invoiced together.
• Jobs with multiple bill-to customers and, as a result, multiple drafts, cannot be blanket invoiced.

Jobs that are set up with main job invoicing are not shown in this workspace and cannot be blanket invoiced.

The Blanket Invoicing Overview tab of this workspace displays blanket invoicing criteria. The criteria are maintained by Maconomy to match all of the combinations of company, department, bill-to customer, and so on, that exist for jobs that are set up with blanket invoicing.

The Bill To Customers sub-tab displays the bill-to customers that meet these criteria and are set up with blanket invoicing.