Generate Sales Lines for CRO

Explanation

You can generate sales lines for all the service types defined for a CRO repair, using the command Generate Sales Lines. All sales lines with a price exceeding zero are created in Invoiceable status. This means that the sales line will be transferred to the customer order, as well as included in the customer invoice. As long as the sales line has not been transferred for invoicing, you can block one or several sales lines from being invoiced by changing the status to Not Invoiceable.

A recommendation is to create sales lines when the CRO repair is in status Completed or Signed Off. The grouping to sales lines is similar to the cost line grouping.

As a complement to generating sales lines, you can create sales lines manually for any of the service types included in the work scope. This could be useful in situations where it is necessary to charge the customer for costs that are not covered by the service type’s sales price, and where the costs must be specified separately. Manually created sales lines will not be affected by the regeneration of sales lines, but regeneration will reset the earlier generated sales lines except for those set as Not Invoiceable even they have been changed manually.

You can update the sales line price as long as the sales line is not transferred for invoicing.

Invoicing part of the work scope

For a service type defined on a repair line with the invoice type resources, sales lines can be created and transferred for invoicing before the whole work scope is accomplished, i.e. it is possible to invoice for instance the inspection before performing the repair of the part. When re-generating the sales lines the transferred lines will remain in Transferred state. New lines are created based on the transactions matching the work performed after the previous generation of sales lines. This facilitates when it is necessary to invoice a the repair work scope for a service type defined with the invoice type resources in more than one step.

Prerequisites

System Effects

As a result of this activity, one or several sales lines, with a calculated customer price, are created for a CRO Repair. The grouping to sales lines is based on cost category and service type.

The following occurs, based on the invoice type: