Modifying Service Invoice Summary
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Click the “Invoice Summary” tab in the "Manage Invoice" page.
The “Invoice Summary” page appears.
The system displays the following in the “Invoice Summary” group box:
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Material |
The amount of invoice value billed for materials, against the work unit |
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Labour |
The amount of invoice value billed for labour, against the work unit |
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Other Resources |
The amount of other resources, billed against the work unit |
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External Repair |
The amount of invoice value billed for external repair, against the work unit |
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External Services |
The amount of invoice value billed for external services, against the work unit |
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Fixed Price |
The fixed amount charged, if any, for a work unit |
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Addl. Charges |
The amount of invoice value billed for additional charges, against the work unit |
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Taxes |
The amount of taxes chargeable in the invoice |
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Charges |
The amount of other charges chargeable in the invoice |
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Discounts |
The amount of discount provided to the customer |
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Total Invoice Amount |
The computation includes the Labour, Material, Resources, along with tax and charge amount, and deducting the discount amount. The formula is (Material + Labour + Resources + Tax + Charge – Discount). |
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With-holding Tax |
The tax amount that is deducted from the total invoice amount |
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Inv. Amt. before Adjustment |
Total invoice amount-Withholding tax |
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Adjusted Amount |
The amount that has been adjusted till date. |
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Net Invoice Amount |
Inv. Amt. before Adjustment – Adjusted Amount |
Enter the following details in the “Receipt Information” group box:
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Pay Term |
Specify the code identifying the pay term that is set in the customer order (Alphanumeric, 15). This pay term is defined in the “Pay Term” business component and selected for the customer order in the “Repair Order” business component. Help facility available |
Note: You can change the above field only if you have set the “Modify Pay Term” flag in the Set Function Defaults activity to “Yes”. The system does not allow change of the pay term if the “Modify Pay Term” is set to “No”.
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Anchor Date |
Select the date from which the payment schedule of the invoice is calculated (Date Format). |
Note: If “Anchor Date Option” is set to “Supplier Invoice Date”, the system displays the invoice date in the above field by default Click the “Save Inv. Summ.” pushbutton to save the entered details in the “Invoice Summary” tab.
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Receipt Method |
Use the drop-down box to select the receipt method that has been set for the customer. The system displays “Regular” by default. |
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Receipt Type |
Use the drop-down box to select the mode in which the payment is received for the invoice, such as “Cash” or “Credit”. |
Click the “Save Inv. Summ.” pushbutton to save the entered details in the “Invoice Summary” tab.
Note: The “Save Inv. Summ.” should be clicked before clicking on the “Save” or “Save and Authorize” pushbutton to save the details entered in the tab level.
To proceed, carry out the following
Select the" Release Info” tab page to view the service invoice related information.
Select the "Direct Info” tab page to modify a prepayment or a direct prepayment invoice related information.
Select the “T/C/D Details ” tab to enter any additional tax, charge and discount details for the invoice apart from the existing ones.
Select the "Adjustment Log" tab to view the adjustment payment and related information.
