This activity is used to invoice the maintenance work done on a specific site for a heavy maintenance workscope for a particular customer. For a selected maintenance order, you can choose to only invoice for the scheduled work, unscheduled work, or the entire work scope. It is also possible to invoice maintenance work done on a specific site for all the work orders for a customer. For an example, if an organization needs to invoice a customer order for a particular customer at a specific period ending, the Generate Invoice Preview for Heavy Maintenance Scope assistant can be used.
If needed, you can either merge sales lines for invoicing (merging is specific to a work order and no different work orders will be considered to be merged) or invoice the generated sales lines which were a result of work task execution and reporting. By default, when Merge by Sales Part option is enabled, 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.
When Merge by Sales Part option is enabled, merging of sales parts will not take place if one of the following criteria is met:
In general, it is considered that work tasks must be reported before invoicing. But if required, it is even possible to invoice any sales line on a released task by disabling the Task Must be Reported option.
The invoice preview for a heavy maintenance scope can be generated for a particular customer and site by using the Generate Invoice Preview for Heavy Maintenance Scope assistant.