Schedule Invoice Preview Generation

Explanation

This activity is used to generate database task schedules to create invoice previews.

Sales lines which need to be invoiced can be selected based on,

• Company
• Service Organization
• Service Delivery Unit
• Customers
• Request Contract
• Dates

It is possible to control the creation of the Invoice Preview by using various options. Filtered By has two options.

• Completed Scopes will only include sales lines from completed scopes on the invoice preview.
• Negative Lines 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 sales part specified on the sales lines.
• Transaction Date will group all transactions into one line per transaction date.
• You can also set the Grouping level to Request or Scope.

This will create a single invoice preview for all the customer transactions. However, the invoice previews will be split based on Site, Authorize Code, Delivery Address, Currency Code, and Customer Order No.

Prerequisites

Invoiceable sales lines should exist.

System Effects

Create Database Task Schedule to Generate Invoice Preview for Service.