Normal Preview Format and Ignore Preview are two fields on the Charge Type used for Input Based, Output Based, and Input Output Based Billing Types.
The Preview Invoicing process is described elsewhere in this manual.
Ignore preview for Billing;
if ticked, then for Input Based, Output Based, and Input Output Based jobs with this Charge Type all transactions up to the Invoice to Date on the invoice default to being billable
if not ticked, then for Input Based, Output Based, and Input Output Based jobs with this Charge Type only transactions flagged as 'Previewed' default to being billable
Normal Preview Format;
This is the default Preview Invoice print format for jobs with this Charge Type
Examples
Type of Job |
Preview Invoice |
Billing Type |
Consolidation |
Stand alone job |
PreviewInvoiceJob |
Input Based |
Invoice Job - Revenue on Job |
Header with billable sub jobs but not itself billable |
PreviewInvoiceHeader |
Header |
Invoice Job - Revenue on Job |
Header with billable sub jobs and itself billable |
PreviewInvoiceHeader |
Input Based |
Header Job with Sub Jobs |
Sub job billed separately from header |
PreviewInvoiceSubJob |
Input Based |
Invoice Job - Revenue on Job |
Sub job billed on the header but retaining revenue for itself |
|
Input Based |
Invoice Parent - Revenue on Job |
Sub job billed on the header and passing revenue to header |
|
Input Based |
Invoice Parent - Revenue on Parent |
Billing from PO's
Check this option if you wish to include outstanding Purchase Orders in your (Input Based or Input Output Based) invoicing process, to invoice the PO Line before the Suppliers invoice is received.
Internal Sales Detail
Check this option if Internal Sales transactions are to be transferred to the "Buying Job" at the source transaction level as opposed to a single summarised transaction against the default Activity Code setup on the Internal Sales Code.
Override Sales Code
Tick this box to allow a single manually selected Sales Code to be used when invoicing Input Based, Output Based, and Input Output Based Billing Types using the Get sales process.
Invoice Lines By
For Input Based, Output Based, and Input Output Based Billing Types, the Job Invoice Lines created can group transactions by one of 3 options; Sales Code, Work Centre Code or Sales Code / Work Centre Code
WIP Type
This defines the method by which Work In Progress will be calculated.
Refer to the Work in Progress section for details on the available WIP Types
Select the relevant WIP Type from the dropdown list of valid WIP Types
WIP Consolidation
With multi-level projects this defines the Job Level at which WIP will be calculated. E.g. Level 1 ancestor option rolls the WIP calculation up to the Level 1 job for that Job and all its Subjobs
WIP GL Account
This option may be used as part of the interface to your General Ledger. Leave Blank unless specifically required.
Percent Completion
The minimum Percent Complete for the job (cost versus budget) before any profit may be taken on a Job
Profit Retention Percent
The percentage of profit that will be withheld on a Job until the job is complete
Threshold Revenue Percent
The minimum Percent Complete for the job (cost versus budget) before any profit may be taken on a Job