Page History: Approve-Edit Billing
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Page Revision: Wed, 24 Sep 2008 16:44
This screen is used to edit, approve and print pending invoices.
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: The date the invoice is being created.
Bill Cycle: The billing cycle the invoices should appear in. This is a free-text field.
PENDING/APPROVED BILLING REPORTS
Org/WorkCat/SvrOrd: Report will be sorted by work category and service order number.
Org/WorkCat/Project: Report will be sorted by work category, project, and service order number.
Org/WorkCat/Project/Phase: Report will be sorted by work category, project, phase, and service order number.
Org/WorkCat/Address: Report will be sorted by work category and service address (ship to location).
Org/WorkCat/CompDate: Report will be 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: Select which level of detail you wish to view your report in.
