Create Invoice Preview
Explanation
Use this activity to create a preview of an Invoice. The invoice preview will contain all the invoice lines for
the services provided through a Request.
You can use the Invoicing command from the Request – Cost and
Sales page to create an Invoice Preview.
It is possible to control the creation of the Invoice Preview by using various options. Filtered
By has two options
- Completed Scopes, which will only include sales lines from completed scopes on the invoice
preview.
- Negative Lines Only which will only include sales lines with a negative amount.
It is also possible to use the Group and Merge options
- Sales Part will group all transactions into one line, for each individual sales part
specified on the sales lines.
- Merge by sales part will not apply when multiple scopes are added to the request.
- Transaction Date will group all transactions into one line, per transaction date.
You can also set the Grouping level to Request or Scope.
It is possible to amend the sales price, the markup and the discount. Once the invoice has been reviewed, it is
possible to either approve it, which will create an invoice or cancel it, which will allow you to create a new
invoice preview later.
Invoice preview/s will not be created if,
- There are no sales parts in all the sales lines.
- All the sales lines have been included in invoice preview/s.
- All the sales lines are in Not Invoiceable status.
- The scope(s) is not completed, but the Completed Scopes filter is turned on in the
Create New Invoice Preview assistant.
- No negative sales lines exist, and the Negative Lines Only filter is turned on in the
Create New Invoice Preview assistant.
Prerequisites
A Request should exist in a status Released or higher.
System Effects
An Invoice Preview will be created.