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Page History: Approve-Edit Billing

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Page Revision: Mon, 20 Jul 2009 10:40



Default Menu Location

Transaction >> Time Billing >> Approve/Edit Billing

Click here for screenshot

General Description

This screen is used to edit, approve and print pending invoices.

Fields/Filters

Work Order: Enter a work order number here to load it into the Matching Data grid.

SvcOrd: Enter a service order number here to load it into the Matching Data grid.

Organization: Enter a customer here to load all of their service orders into the Matching Data grid (after they have been transferred).

SPerson: Filter by salesperson

Project: Filter by Project

Phase: Filter by Phase

Contract: Filter by Contract

Load Locked Only: Check this box to load only the service orders that have been locked. Service orders are locked by clicking the LOCK button on the Time Entry Screen.

Load: Click this button to load the line items into the Matching Data tab. You will see this window after the loading is finished. It will tell you how many line items were loaded and if any records were skipped.

Un-Transfer Unapproved: Click this button to unlock all loaded, unapproved line items in the Matching Data tab. This will take them out of the billing process and allow them to be edited/deleted in the Time Entry Screen.

INVOICE GROUPING

Org (Org/WorkCat/WrkOrd): One invoice per customer (Invoices will be sorted by Organization, Work Category, and Work Order number.)

Org/Project (Org/Project/WrkOrd): One invoice per project and customer (Invoices will be sorted by Organization, Project, and Work Order number.)

Org/Project/Phase (Org/Project/Phase/WorkOrd): One invoice per phase and customer (Invoices will be sorted by Organization, Project, Phase, and Work Order number.)

Org/WrkOrd (Org/WrkOrd): One invoice per work order number (Invoices will be sorted by Organization and Work Order number.)

Invoice Date: Date invoice was created

Bill Cycle: Billing cycle the invoices should appear in. (This is a free-text field.)

PENDING/APPROVED BILLING REPORTS

Org/WorkCat/SvrOrd: Sorted by work category and service order number

Org/WorkCat/Project: Sorted by work category, project, and service order number

Org/WorkCat/Project/Phase: Sorted by work category, project, phase, and service order number

Org/WorkCat/Address: Sorted by work category and service address (ShipTo location)

Org/WorkCat/CompDate: Sorted by work category, and service order completion date

Show NoBills: Check this box if you wish to display the No-Billed items on your report

Approved Only: Check this box if you wish to display only the approved line items

Summary/Detailed/SuperSummary: Options to generate report


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