Maintaining invoicing milestones for CLIN / SLIN
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Select the “Maintain Invoicing Milestones for CLIN / SLIN” link in the left pane under the “Sale Contract - Services” business component.
The “Maintain Invoicing Milestones for CLIN / SLIN” page appears.
Enter the following fields in the “Contract Details” section:
Contract # |
A unique number identifying the contract for which you wish to record milestones for CLIN SLIN. Ensure the following: · The value specified in this field is a valid contract number with contract classification as US Defense - Contracts or task Order. · The contract number provided in
this field is in “Approved” or “Revised” status Search facility enabled. |
Click the “Go” pushbutton to retrieve the invoicing milestones at CLIN SLIN level in the multiline.
Note that the system displays the milestone definitions for all the CLIN/SLIN other than for those with FP by CLIN as the Pricing Basis.
The system displays the following fields in the ‘Milestone Details’ multiline:
CLIN |
Contract line number representing a reference number for an agreed work scope-pricing. |
SLIN |
Sub contract line number representing a sub reference number for an agreed work scope-pricing. |
Inv. Type |
The type of the invoice generated for the customer order, |
Inv. Category |
The category of
the invoice to be generated for the invoice release associated
with the customer order for the particular CLIN SLIN |
Invoicing Event |
The event at which you wish to invoice the customer. |
Event Description |
A textual description of the occurrence of the event based on which you wish to invoice the customer. Data entry in this field is mandatory if “Manual” is selected as the “Invoicing Event”. |
Bill Prior to (Days) |
The number of days
before the occurrence of the event prior to which Invoice can
be generated |
Triggering Task / Doc. # |
The task based on which the customer will be invoiced. This field displays a value when the Invoicing event is selected as ‘Task Closure’, ’Task Completion’ or ‘Task Initiation’. |
Enter the following fields in the “Milestone Details” multiline:
Event Date |
The date associated with the event on which the Invoicing needs to be done. Ensure that the date specified in this field is a future date that is within the contract effectivity period. Note that the system leaves this field blank if the milestone date is not available. |
Initiate Invoice |
Use the drop-down list box to specify the whether the milestone date is already and whether invoice can be initiated. Data selection in this field is mandatory if event date is specified. The system displays the following options:
By default the system leaves this field blank. |
The system displays the following fields in the ‘Milestone Details’ multiline:
Basis |
The basis of billing for the respective invoicing milestone, which could be ‘Actuals’ or ‘Quote’ |
Billable Value |
The value to be billed to the customer in case of the Invoicing Type being ‘Prepayment’ |
Cumulative? |
Indicates whether the percentage on the prepayment value is cumulative. You can select from the options “Yes” and “No”. |
Pay Term |
Indicates the duration of the time taken after invoicing to honor the bill by the customer. |
Notes |
A textual description of the terms defined for invoice and payment. |
Enter the following fields in the “Milestone Details” multiline:
Task Status |
Use the drop-down list box to specify the status of the task milestone. Data selection in this field is mandatory. You can select from the below options:
By default the system leaves this field blank. |
The system displays the following fields in the ‘Milestone Details’ multiline:
Modified by |
The login ID of the user who modified the record last. |
Modified Date |
The date in which the record was last modified. |
Click the “Save” pushbutton.
The system performs the following:
Updates the milestones against all the CO's generated against the contract which has that particular CLIN/SLIN mapped to it on saving the event dates against the CLIN/SLIN definitions.
