Invoice Request

Select the “Invoice Request” activity under the “Cost Revenue Plan” business component.

The “Invoice Request” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

Enter the following field in the header:

Invoice Request No	A unique number of the invoice request. Mandatory
Request Date	The date on which the invoice is requested.
Status	The status of the invoice request. Display Only
Request Type	From the drop-down list box select the type of request for creating invoice.
Project Code	A unique code of the project. On Enter, the system displays the project name and related schedules from order book billing schedule of that particular project.
Project Name	The name of the project. Display Only
Project Created OU	The name of the Organization Unit (OU) in which the project has been created. Display Only
Finance Book	From the drop-down list box select the finance book for creating the invoice request. This is Mandatory only on creation of invoice. The combo is loaded with finance book codes as defined for the project created OU in Finance Book Master.
Invoice Request Numbering Type	From the drop-down list box select the numbering type for creating the invoice request. The combo is defaulted with numbering type code as defined for the project created OU in Master and Blank.
Cost Centre Code	A unique code of the cost centre.
Customer Code	From the drop-down list box select the customer code. The system lists the customer code as defined in the Master.
Customer Name	The name of the customer. Display Only
Customer Order No	The number identifying the customer purchase order.
Customer Order Date	The date on which the customer ordered for the purchase.
Ship To ID	From the drop-down list box select the ship to id of the customer order.
Sales Person Code	The code of the sales person assigned for the purchase order.
Project Currency	The name of the currency defined in the project.
Invoice Currency	From the drop-down list box select the currency for the invoice request.
Billing Address	The address of the customer to which the billing is to be made.
Shipping Address	The customer address to which the items are to be shipped.

The system displays the following details in “Billing Details” multiline.

Line No.	The unique line number identifying the line details for a given invoice request.
Bill Sch Sl.No.	The unique serial number identifying each row of the billing schedule.
Billing Milestone	The unique number identifying the billing milestone.
Item Type	The type of item as specified in the billing.

Enter the following field details in “Billing Details” multiline:

Usage ID	From the drop-down list box select the usage id for billing the invoice.
Schedule Desc	The detailed description of the billing schedule.
Milestone Amount	The amount of the milestone which is to be defaulted as unit price. Display Only
Service Mgmt Dt	The milestone completion date.
Qty	The total number of quantity in billing schedule.
UOM	From the drop-down list box select the UOM for the quantity of items specified in the request.
Unit Price	The rate/price for a specific item. For any data row, the unit price should not be left blank and should be greater than or equal to zero.
Invoice Amount	The total amount for the invoice request.
Invoice Date	The date on which the invoice request is raised.
Invoice Remarks	Any remarks pertaining to the invoice.
Internal Remarks	Any remarks pertaining to the internal process for raising the request.

The system displays the following details in “Billing Details” multiline.

Invoice Number	The unique number identifying the invoice request.
Invoice Status	The status of the invoice.
Reverse Invoice No.	The unique number identifying the reverse invoice.
Reverse Invoice Date	The date on which the invoice is reversed.
Reverse Invoice Reason	The detailed explanation for reversing the invoice.
Reverse Invoice Remarks	Any remarks pertaining to the reversal of invoice.
Previous Invoice No.	The previous invoice number of the request.

Enter the following field details in “Billing Details” multiline:

Billing Status	From the drop-down list box select the status of the billing. The combo is loaded with the values “Open”, “Cancelled” and “Completed” as options.
Exchange Rate	The exchange rate for the billing currency.

The system displays the following details in “Billing Details” multiline.

Bill Date From

The starting date from which the billing is made.

Bill Date To

The ending date until which the billing is made.

PO/SOW No.

The unique number identifying the Purchase Order/Statement of Work.

PO/SOW Date

The date on which the PO/SOW document is created.

Contract No

The unique number identifying the contract created for the purchase order.

Contract Date

The date on which the contract is created.

Attach Doc

To attach the document, click the folder icon. The system displays “Upload File” popup window.

Enter the following details:

File Id	The unique identification name of the document.
	Click “Browse” button to select the file path.

Click “Upload” button to upload the file.
Click “Delete File” button to delete the file.

View Attach Doc

The file name of the attached document.

Finance Book

The unique code identifying the finance book which is mapped to the invoice request.

Enter the following field details:

Authorization Comments	Any comments pertaining to the authorization of invoice request.
Cancellation Comments	Any comments pertaining to the cancellation of invoice request.

Click “Save” pushbutton to save the invoice request details.
Click “Submit” pushbutton to submit the invoice request details.
Click “Authorize” pushbutton to authorize the invoice request details.
Click “Cancel” pushbutton to cancel the invoice request details.
Click “Create Invoice” pushbutton to create invoice request.

To proceed do the following

Select “Invoice Request Status” link to view the status of the invoice request.
Select “Order Book – Billing Schedule” link to approve the invoice request along with billing details.
Select “Order Book” link to create an order for the invoice request.
Select “Reverse Invoice” link to reverse the selected invoice request.
Select “Generate and View Credit/Debit Note” link to generate and view the credit/debit note for the invoice.
Select “View Intercompany Invoice Details” link to view the intercompany invoice details.