Recording Prepayment invoice details
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Select the “Co Prepayment Info.” tab in the Manage Invoice Release” page.
The “Release Details” group box displays the following.
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Invoice Type |
The type of invoice release generated for the invoice event associated with the customer service order, such as Prepayment. |
Enter the following in the “Release Details” group box
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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. |
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Inv. Rel. Date |
The date on which the invoice release was generated for the invoice event. Mandatory. Note: The invoice release date cannot be a future date. |
The “Release Details” group box displays the following.
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Invoice Basis |
The invoice basis for prepayment invoice, such as Flat Amount, % on NTE Price or % on Quote. |
Enter the following in the “Release Details” group box
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Billing Rep. |
The customer representative for the customer service order. The billing representative that you specify here must be a valid employee of the organization. Help facility available |
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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. |
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Proj. Inv. Rel. Date |
The projected date for the release of the prepayment invoice for the customer order. Note: The invoice release date cannot be a future date. |
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Rel. Remarks |
Additional information on the prepayment invoice generated for the customer service order. |
The “Release Details” group box displays the following.
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Re-pro. Remarks |
The release processing remarks as provided in the customer service invoice. |
The “Prepayment Pricing Summary” multiline displays the following.
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Pricing Element |
The pricing head such as Materials, Labor, other resources, charges etc. |
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Ref. Price |
The basis for arriving at the repayment amount, such as value of the quote/ NTE price. |
Enter the following in the “Prepayment Pricing Summary” multiline.
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Prepayment Amount |
The amount of prepayment for the customer order. Note: If the “Cumulative” attribute for a prepayment invoice is et as “Yes”, the prepayment amount will be: Total Invoice Amount – Total of previous prepayment amounts |
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Price Narration |
Additional information on the pricing of the prepayment invoice. |
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Internal Notes |
Additional information on the prepayment invoice generated for the customer order. |
Select the “Save Prepayment Info.” pushbutton.
This tab page enables you to record invoice and price details of a prepayment invoice for a customer order.
On selection of a customer service order with invoice type as “Prepayment” in the “Select Customer Order – Services” page, you automatically traverse to the “CO Prepayment 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 Prepayment Info.” tab only for those customer orders that exist in “Fresh” status.