This activity is used to define invoice rules that will be applicable to the services in the service quotation work orders and work tasks. Invoice rules are used to manipulate sales price with revenue percent or to define sales prices based on costs. You can specify if the rule should be applied to sales groups or cost types and also if sales lines with zero invoice amounts should be included in or excluded from the customer invoice. Additionally, invoice rules can be used to accumulate sales prices to a planning line of work order invoice type Fixed Price line on a work task created from quotation acceptance process and also to define rounding of Quantity to Invoice in work tasks in the service quotation.
Select how the rule will be applied, i.e., based on sales group or cost type, in the Sales Group/Cost Type field.
Select the Invoice Zero Amounts button 'yes' if you want to include in the customer invoice all sales lines with a zero invoice amount which are applicable to the invoice rule. This button selected by default when creating a new invoice rule but can be changed. Change the button state to 'No' if you want to exclude zero amount sales lines associated with the invoice rule from the customer invoice.
Select the Include in Fixed Price button 'Yes' if you want the sales prices to be accumulated to a fixed price line when a work order/work task are created from the service quotation. All the corresponding planning lines based on invoice rule connected to the work task, will be accumulated to create one fixed price line when the service quotation is accepted.
Sales groups for non-inventory sales parts should be defined in Sales Basic Data / Sales Group.
As a result of this activity a new invoice rule will be created to be used in work orders and/or work tasks on a service quotation.