This activity is used to create an Invoice Preview to initiate the invoicing
of services done through work tasks/work orders. It is possible to merge sales
lines for invoicing on a specific criteria, if needed. By default, when
'Merge by Sales Part' option is selected, the Price Effective Date on the sales
lines will be automatically incorporated into the merging criteria. ‘Group by
Transaction Date’ option, can be used when the Pricing Method used for the Site
is either the System Date or Order Date. Then the grouping of the merged lines
based on the Sales Part will be done by considering the transaction date as
well, along with the price effective date. But it becomes irreverent for Delivery
date setup, because both price effective date and the transaction date will
be same on the sales line. Therefore the merge will be same no matter it is
selected or not.
If Alternative Customer on the sales line is an
external customer the state of the sales line will be predefined to
Invoicable and Not Invoiable for internal
customer.
Or otherwise it is possible to invoice as sales line generated on work task
execution and reporting. In general, it is considered that tasks must be reported
before invoicing, but allowed to override it and invoice any sales line on a
released task.
Invoice Preview is created from the Conlcude Work Order,
action command Invoice Preview/Create Invoice Preview.
Invoice Preview
can also be created from Generate Invoice Preview assistant for a particular
Customer and Site.
Where Merge not
will take place:
In order to perform this activity: