Modifying consolidated resource requirements details

This page allows you to view the break up details of the resources used for the repair work. You can view the details of the estimated total quantity, estimated billable quantity, rate per hour (based on price list) and the Flat Cost.

This page also allows you to modify the flat value and the unit price for a resource. You can save and authorize the modified details.

The consolidated resource requirements details cannot be saved if the invoice has already been authorized.

Select the “Consolidated Resource Requirements” at the bottom of the “Create Invoice” page.

The “Consolidated Resource Requirements” page appears.

Note: This page can also be launched from the “Edit Invoice” page of this business component.

The system displays the following:

Order #	The number identifying the repair order for which the invoice is being created.
Order Date	The date on which the order was raised.

The system displays the following in the “Resource Details” multiline:

Resource	A unique code identifying the resource.
Type	The type of resource. It could be “Raw Material”, “Component” “Expendable”, “Tool”, “Consumable”, or “Kit”
Resource Description	The textual description of the resource.
Est Hrs	The anticipated number of working hours of the resource required for the repair work as defined in the “Repair Order” business component.
Actual Hrs	The actual number of hours spent by the resource for this repair order, as defined in the “Repair Order” business component.

Modify the following fields if required, in the “Resource Details” multiline.

Flat Value	The flat value charged for the resource (Decimal). Optional. The value entered in this field must be greater than zero.
Resource Rate	The unit rate of the resource per hour. (Decimal). The value entered in the field must be greater than zero.

The system displays the following in the “Resource Details” multiline:

Total Value

The sum total of all the amounts in the multiline. This amount is calculated and displayed after the “Save” pushbutton is clicked.

Click the “Save” pushbutton to save the consolidated resource requirements details and generate the invoice.

Total Value Calculation

The system calculates the total value which is equal to “Flat value + (Actual Hrs * Rate per Hour)” for each resource and displays it in the respective fields in the multiline.

Financial Details

The system saves the invoice details in the transaction currency, base currency and the parallel base currency of the company.

T/C/D Details

The system calculates the tax, charge and discount applicable.

VAT Details

The system calculates VAT if “VAT Applicable” has been set to “Yes” in the “Set Common Parameters” activity of the “Company Parameter Setup” business component. VAT is calculated if the parts for which the invoice has been raised incurs VAT. The system saves the amount calculated as VAT in the invoice currency and in the base currency of the company along with the debit or credit identifiers and the cost center, analysis and sub-analysis code details in the corresponding “VAT Account”.

Payment Schedule

The system generates a payment schedule based on the pay term defined for the invoice if “Swiss Pay Modes Applicable” has been set to “No” in the “Set Common Parameters” activity of the “Company Parameter Setup” business component.

Payment Schedule for electronic payment

The system generates a default payment schedule for the invoice and saves the bank details required for the Electronic Payment if “Swiss Pay Modes Applicable” has been set to “Yes” in the “Set Common Parameters” activity of the “Company Parameter Setup” business component.

Status Updation

The system updates the status of the invoice as “Draft” if the “Draft” field is checked.
The system updates the status of the invoice as “Fresh”.

The system displays the following:

Created By	The login ID of the user who created the invoice.
Created Date	The date on which the invoice is created.

Click the “Save and Authorize” pushbutton to save the consolidated resource requirements details, generate and authorize the invoice.

Total Value Calculation

The system calculates the total value which is equal to “Flat value + (Actual Hrs * Rate per Hour)” for each part and displays it in the respective fields in the multiline.

Financial Details

The system saves the invoice details in the transaction currency, base currency and the parallel base currency of the company.

T/C/D Details

The system calculates the tax, charge and discount applicable for the parts.

VAT Details

The system calculates VAT if “VAT Applicable” has been set to “Yes” in the “Set Common Parameters” activity of the “Company Parameter Setup” business component. VAT is calculated if the parts for which the repair invoice has been raised incurs VAT. The system saves the amount calculated as VAT in the invoice currency and in the base currency of the company along with the debit or credit identifiers and the cost center, analysis and sub analysis code details in the corresponding “VAT Account”.

Payment Schedule

The system generates a payment schedule based on the pay term defined for the invoice if “Swiss Pay Modes Applicable” has been set to “No” in the “Set Common Parameters” activity of the “Company Parameter Setup” business component.

Payment Schedule for electronic payment

The system generates a default payment schedule for the invoice and saves the bank details required for the Electronic Payment if “Swiss Pay Modes Applicable” has been set to “Yes” in the “Set Common Parameters” activity of the “Company Parameter Setup” business component.

Status Updation

The system updates the status of the invoice as “Authorized”.

The system displays the following:

Created By	The login ID of the user who created the invoice.
Created Date	The date on which the invoice is created.

Note: The consolidated resource requirements details cannot be saved if the invoice has already been authorized.

To proceed, carry out one of the following:

Select the “Consolidated Material Requirements” link at the bottom of the page to modify the details of the consolidated material requirements for the repair order.
If Swiss pay modes are applicable for the company, select the “Payment Information” link at the bottom of the page to view or modify the electronic payment details and the payment schedule.
If VAT is applicable for the company, select the “VAT Calculation” link at the bottom of the page to view or modify the VAT calculated for the invoice.
Select the “Accounting Information” link at the bottom of the page to view the account posting details of the invoice.
Select the “Invoice Summary” link at the bottom of the page to view the details of the invoice.
Select the “Attach Notes” link at the bottom of the page to enter your observations and comments regarding the invoice.

Prerequisite

“Allow modification of price from SO” field must be set to “Yes” in the “Set Function Defaults” activity of this component.