Recording Direct invoice details
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This tab page enables you to record details direct invoice.
On click of the “Direct Invoicing” link in the “Select Customer Order – Services” page, you automatically traverse to the “Direct Rel. Info.” tab page. You may record “Addl. Charges" and “CO T/C/D” tab pages subsequent to entries in this tab page. Note that you can modify details in the “CO Direct Info.” tab only for those customer orders that exist in “Fresh” status.
The “Release Details” group box displays the following.
Invoice Type |
The type of invoice release generated for the invoice event associated with the customer service order, such as Regular or Prepayment. |
Enter the following in the “Release Details” group box.
Invoice Category |
Use the drop-own list box to select the category of invoice release generated for the customer service order. The drop-down list box displays all the Active categories defined under the category type - "Invoice Category” in the Category component. |
Inv. Rel. Date |
The date of release of the invoice for the customer order, Mandatory. Note: The invoice release date cannot be a future date. |
The “Release Details” group box displays the following.
Invoice Basis |
The basis of invoicing for the invoice event associated with the customer service order. The invoice basis will be “Direct” for invoice releases created using the “Direct Rel. Info.” tab page. |
Enter the following in the “Release Details” group box.
Billing Rep. |
The customer representative for the customer service order. The billing representative that you specify here is must be a valid employee of the organization. Help facility available |
User Status |
Use the drop-down list box to select the user status for the invoice release associated with the customer order. The drop-down list box displays all the Active categories defined under the category type - "Initiate Invoice User Status" in the “Category” component. |
Proj. Inv. Rel. Date |
The projected date of invoice release for the customer order. Note: The projected invoice release date cannot be a future date. |
Rel. Remarks |
Additional information on the direct invoice for the customer order. |
The “Release Details” group box displays the following.
Re-pro. Remarks |
Any comments pertaining to the invoice release that has returned for re-processing. |
The fields in the “Direct Release Summary” group box display the sum total of the respective columns in the “Direct Release Details” multiline.
Material Price |
The sum total of the price of materials utilized for the execution of the customer order. |
Labour Price |
The sum total of the price of labour utilized for the execution of the customer order. |
Oth. Res. Price |
The sum total of the price of other resources utilized for the execution of the customer order. |
Total Fixed Price |
The total fixed price against the task. |
Addl. Charges |
The sum total of the price of additional charges incurred on the customer order. |
Extd. Repairs |
The sum total of the price of total charges incurred on the external repairs of the part/aircraft. |
ØEnter the following in the “Direct Release Details” multiline.
Pricing Description |
The description of the task/purpose for which you wish to record prices. Mandatory. |
Billing Element |
Use the drop-down list box to specify the billing element against the billable rates of the customer order. The system lists all the ‘active’ billing elements defined in the “Maintain Category Codes” activity of the “Category” business component. The system leaves the field blank, by default. |
Material Price |
The price of materials utilized for the execution of the customer order. |
Labour Price |
The price of labour utilized for the execution of the customer order. |
Oth. Res. Price |
The price of other resources utilized for the execution of the customer order. |
Addl. Charges |
The additional charges incurred on the customer order. |
Ext. Repairs |
The charges incurred on the external repairs of the part/aircraft. External repairs refer to maintenance carried out on the part/aircraft by the supplier. |
The “Direct Release Details” multiline displays the following.
Total Price |
The price of the customer service order, which will be equal to, Material Price + Labour Price + Oth. Res. Price + Addl. Charges + Ext. Repairs |
ØEnter the following in the “Direct Release Details” multiline.
Price Narration |
Additional information on the overhead price charged in the direct invoice. |
Internal Notes |
Additional information on the direct invoice generated for the customer order. |
Select the “Save Direct Rel. Info.” pushbutton.
This tab page enables you to record details direct invoice.
On click of the “Direct Invoicing” link in the “Select Customer Order – Services” page, you automatically traverse to the “Direct Rel. Info.” tab page. You may record “Addl. Charges" and “CO T/C/D” tab pages subsequent to entries in this tab page. Note that you can modify details in the “CO Direct Info.” tab only for those customer orders that exist in “Fresh” status.