Invoice Reporting Codes Concepts

When invoice reporting codes are required on a job, you cannot approve invoice selection on the job unless a code is calculated for each line in the draft invoice.

Specifically, all entries in the selection should have an activity or task with a reporting code for each draft invoice line. You also cannot close invoice editing without a reporting code.

When this functionality is enabled, you can:

• Create and manage a list of invoice reporting codes.
• Define whether invoice reporting codes are required for each job.
• Specify whether the billing price for each product code needs validation against the invoice foundation.
• Assign reporting codes to activities and tasks.
• Generate a reporting code for each item on a draft invoice when it is created.
• Adjust reporting codes as needed during invoice editing.
• View the total billing price for each reporting code in both draft and invoice foundation stages during invoice editing.
• Ensure the system validates that all line items include an invoice reporting code and that the billing prices align with the foundation when finalizing an invoice.
• Apply an invoice layout rule based on whether reporting codes are required for the job.

In the Job Parameters workspace, set the Invoice Reporting Codes Required job parameter attribute of Invoice Selection type to Yes to utilize this functionality. When enabled, Maconomy will not close invoice editing without invoice reporting codes.

Note: You cannot change the attribute's value if there are open drafts on the job.

You can also set the Validate Invoice Reporting Code Foundation job parameter attribute of Invoice Selection type to Yes to prevent the closing of invoice editing unless the billing price and the invoice reporting code's billing price foundation match. This attribute can be enabled or disabled at any time, as long as the Invoice Reporting Codes Required attribute is enabled.