Create/Modify Invoice Plan
Explanation
This activity is used to create invoicing plans for projects registered in
the Project window. Invoicing plans are used to invoice a specific cost for a
project activity. Thereby, invoicing plans are not linked to other project
transactions carried out using the system (e.g. employee project time reporting
transactions and employee project cost transactions). However, when you create an
invoice for an invoicing plan, you have the option of including other project
transactions done for the particular project or sub project.
Prerequisites
In order to perform this activity, projects, sub projects and project
activities are required to be already defined in the
Project window.
System Effects
There are no system effects.
Window
Invoicing Plan
Related Window Descriptions
Invoicing Plan
Procedure
Perform the following procedure to create an invoicing plan:
- Open the Invoicing Plan window and create a new record.
- In the relevant field, enter the project ID, sub project and activity for
which you want to create the invoicing plan.
- Select the required report code in the Report Code field.
- Specify the amount that is required to be invoiced in the Sales Amount
field.
- In the Invoiceability field, select a value to specify whether this
record can be invoiced. Note that you can select Delayed Invoicing to
indicate that the invoice plan is expected to be invoiced on a future date.
- Save the information.
Perform the following procedure to modify invoice plan details:
- Open the Invoicing Plan
window.
- Search or populate to find the required invoicing plans.
- You can modify information such as the report codes, amounts and the
invoice settings by changing the values in the relevant fields.
- Save the information.
- If you want to change the invoice settings for multiple invoice plans
simultaneously, you can select the required invoice plans and use the
right-click options Set Invoiceable, Set Not Invoiceable or
Set Delayed Invoicing.
- Save the information.