Set to Invoiceable / Not Invoiceable

Explanation

This activity is used to define if it is required or not to invoice the sales line to the customer. It can be achieved by setting the State on the sales line as Invoiceable or NotInvoiceable.

Note: If there is no customer defined on the task or an alternate customer defined on the sales line, the state will automatically set as NotInvoiceable on the sales line creation.

Prerequisites

• A work task must exist.
• A sales line must exist.

System Effects

• If Set to Invoiceable is selected, State on sales line will be updated as Invoiceable.
• If Set to Not Invoiceable is selected, State on sales line will be updated as NotInvoiceable.

Window

Work Task
Prepare Work Order
Work Order Structure

Related Window Descriptions

Work Task
Work Task/Sales
Prepare Work Order
Prepare Work Order/Work Tasks/Sales
Report In Work Order
Report In Work Order/Work Tasks/Sales
Work Order Structure
Work Order Structure/Work Tasks/Sales

Procedure

Use the following procedure to credit he customer order line using the Work Task, Prepare Work Order or Work Order Structure window.

1. Query the work task, or alternatively, query for the work order and click the Work Task tab.
2. Click the Sales tab.
3. Select the relevant Sales line.
4. Right-click and point to Set to Invoiceable or Set to Not Invoiceable appropriately.
5. Observe that the State on sales line will be changed to Invoiceable or NotInvoiceable depending on the selection done on step 4.