Viewing Direct Info details

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:

Customer order - This value can be selected if the Prepayment invoice is based on a Customer Order i.e., if the “Invoice Type” value is Prepayment invoice.
Part Sale Order - This value can be selected if the Prepayment invoice is added on a Part sale order
Others - This value is selected for direct prepayment invoices.

The system defaults this field with “Customer Order”.

Ref Doc #

The identification number of the document .Enter the identification number of the reference document that is based on the “Ref Doc Type” selected. Data entry in this field is mandatory while creating a PPL against a PSO.

The system displays the following columns in the multiline of the 'Direct Info' tab.

Note that the system displays the below columns only when the Ref Doc Type selected is Part Sale Order with Prepayment Invoice as the Invoice type.

Ref Doc Line #	Indicates the line number of the Part Sale Order.
Part #	Indicates the part as available against the respective PSO Line # in the Part Sale Order.
Part Description	A brief description of the part number retrieved.
Qty.	The quantity of the Part # as in the Part Sale Order.
Order Amount	The price in the PSO against that respective line.

Enter the following fields in the multiline of the “Direct Info” tab.

Note that the system does not display the following columns when Invoice Type is selected as 'Prepayment Invoice' and 'Ref. Doc. Type' combo UI in the header is selected as 'Part Sale Order'

• Materialf

• Labour

• Other Resources

• Fixed Price

• External Repair

• External Services

• Addl. Charges

Invoice Amount	The invoice amount in currency for which the invoice was raised. Data entry in this field is mandatory while creating a PPI against a PSO.
Material	The amount of invoice value billed for materials, against the work unit
Labour	The amount of invoice value billed for labour, against the work unit
Other Resources	The amount of other resources, billed against the work unit
Fixed Price	The fixed amount charged, if any, for a work unit
External Repair	The amount of invoice value billed for external repair, against the work unit
External Services	The amount of invoice value billed for external services, against the work unit
Addl. Charges	The amount of invoice value billed for additional charges, against the work unit
Taxes	The amount of taxes chargeable in the invoice
Charges	The amount of other charges chargeable in the invoice
Discounts	The amount of discount provided to the customer
Remarks	Any remarks or observation recorded against an invoice.

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 document.
Tax Exclusive	Check the "Tax Exclusive" box, if the tax amount should be calculated based on the total invoice amount.

Click the ‘Get Part Details’ pushbutton.

Note that the system displays the ‘Get Part Details” push button only when the Invoice Type is selected as 'Prepayment Invoice' and Ref. Doc. Type is selected as 'Part Sale Order' in the Header section,

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.

Click the “View Part Sale Order” link to view the information pertaining to the selected PSO in the Manage Part Sale Order activity.

Note that the system displays the View Part Sale Order link only when Invoice Type is selected as 'Prepayment Invoice' and Ref. Doc. Type is selected as 'Part Sale Order' in the header section,.

To proceed, carry out the following:

- Select the “CO Based Release Info.” tab page to view all the Customer Order based Invoice releases from ‘Process Invoice’ activity that have been included in the Customer Invoice.
- Select the "Monthly Release Info." tab to view all the monthly usage based and/or monthly fixed charges based releases from ‘Process Monthly Invoice’ release activity that has been included in the Customer Invoice.
- Select the “T/C/D Details” tab to enter any additional tax, charge and discount details for the invoice apart from the existing ones.(For Prepayment, Direct Prepayment and Service invoice types) to enter any additional tax, charge and discount details for the invoice apart from the existing ones.(For Prepayment, Direct Prepayment and Service invoice types)
- Select the “Invoice Summary” tab to view the consolidated invoice details.
- Select the “Adjustment Log” tab to view adjustments of prepayment invoices made against any of the Customer Orders in the invoice (For Service Invoice Type only)
- Select the “View Customer Order” link to see the details of the customer order.