|
|
|
|
The "Direct Info” tab page appears by default for a prepayment invoice, while launching the "Manage Invoice” page.
Click the "Direct Info" tab in the "Manage Invoice" page.
The system displays the following in the "Direct Info” multiline:
Note: The Direct Info tab is enabled only for "Direct Prepayment" and "Prepayment" invoice.
|
Ref Doc Type |
Use the drop-down list box to select the type of reference document for which you want to create an invoice. The value could be one of the following:
The system defaults this field with “Customer Order”. |
|
Ref Doc # |
Enter the identification number of the reference document that is based on the “Ref Doc Type” selected. |
|
Invoice Amount |
The invoice amount in currency for which the invoice was raised. |
|
Material |
Enter the amount to be billed for materials, against the work unit |
|
Labour |
Enter the amount to be billed for labour, against the work unit |
|
Other Resources |
Enter the amount to be billed other resources, billed against the work unit |
|
Fixed Price |
Enter the fixed amount to be charged, if any, for a work unit |
|
External Repair |
Enter the amount to be billed for external repair, against the work unit |
|
External Services |
Enter the amount to be billed for external services, against the work unit |
|
Addl. Charges |
Enter the amount to be billed for additional charges, against the work unit |
|
Taxes |
Enter the tax amount to be charged in the invoice |
|
Charges |
Enter the amount of other charges chargeable in the invoice |
|
Discounts |
Enter the amount of discount provided to the customer |
|
Remarks |
Enter any observation regarding the payment to be received for the invoice (Alphanumeric, 255) |
Note: For a Direct Prepayment Invoice multiple rows can be added to the same invoice.
The following fields are displayed in the “Default Tax Keys” group box:
|
On Document |
Use the drop-down to select the tax charges, if any, to be levied on the documentq |
|
Tax Exclusive |
Check the "Tax Exclusive" box, if the tax amount should be calculated based on the total invoice amount |
Click the “Compute” pushbutton to calculate the “Invoice Amount”, which is displayed in the “Direct Info” tab.
Click the “Save Dir. Info.” pushbutton to save the entered details in the “Direct Info” tab.
Note: The “Save Dir Info” 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 “View Customer Order” link to see the details of the customer order.
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 “Invoice Summary” tab page to view the invoice details.
