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Note that the details that default are created by a stored procedure, so the exact content of the text displayed is customisable
Sales Code Section
Sales by Sales Code
- If the Charge Type on the job has the 'Invoice Lines By' option set to Sales Code:
This panel displays the summarised Sales Code based Selling Values that will result from the invoicing of the individual Job Outputs displayed. Any change to the Job Outputs selected, and their Sell Rates, will be reflected in these Sales Code values. - The Sales Code on a transaction defaults from the Sales Code set up on the Schedule for the Output Code.
- Sales Codes are generally used to determine the GL Codes for revenue posting to the General Ledger.
Note the 'Override Sales Code' can be used here. If the Charge Type on the job has the option 'Override Sales Code' selected, the revenue on the invoice can optionally be directed at a single Sales Code at the time of invoicing.
Sales by Work Centre Code
- If the Charge Type on the job has the 'Invoice Lines By' option set to Work Centre:
This panel displays the summarised Work Centre Code based Selling Values that will result from the invoicing of the individual Job Outputs displayed. Any change to the Job Outputs selected, and their Sell Rates, will be reflected in these Work Centre Code values.
The Work Centre Code on a transaction defaults from the Work Centre set up on the Schedule Output Code
Displayed Values
- Totals by Sales Code or Work Centre Code are displayed for:
This Inv; the total value of Job Outputs to be included on this invoice
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These displayed values change dynamically as the Job Outputs are selected for invoicing, are deferred, or are written off
Double Click on Displayed Values
- A mouse click on one of these displayed value will automatically filter the displayed transactions in the Detail panel to display those Job Outputs which make up the selected total (by automatically applying filter criteria).
Transaction Selection - Job Transactions and / or Purchase Orders
At the bottom of this section are flags for managing the default transaction types to be selected for display
- Job Outputs: defaults for Charge Types with Billing Types of Output Based or Input Output Based
- Transactions To: read only display of the Invoice To Date from the Invoice
- Include Futures: defaults to not selected. Ticking this will add future dated Job Outputs and un-previewed Job Outputs to the displayed list of Job Outputs able to be invoiced
Addition of Outputs During Billing
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The Outputs are available from:
- Schedules available on this Job
- An ad hoc Schedule as set in the Control Parameter 'Job Output Use Schedule Code'. This would typically be a Schedule which can contain miscellaneous standard charges which you may wish to add to the invoice at time of billing
Details Section
This section displays the transactions for invoicing based on the Filter Options selected
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