Create Credit Invoice Lines
Explanation
Use this activity to create planned credit invoice lines to negate existing
invoices. Planned credit invoice lines can be created on an invoice period or
directly on an invoice plan line.
Prerequisites
- The invoice period or invoice plan line for which planned credit invoice
lines are going to be created should have been invoiced previously.
System Effects
-
§The resulting
invoice plan detail line will contain a minus value of the
previously debited invoice.
- If performed on an invoice period of the
Invoice Parameters
tab, debit invoices for all service lines belonging to the selected period as well as future
invoices will be credited, and new periodic price lines with Revaluating
status will be created for each service line of the service contract.
- If performed on the
Invoice Plan Details window,
the selected invoice plan line as well as future invoices for the service
line of the invoice plan line will be credited and new periodic price lines
with Revaluating status will be created.
Window
Service
Contract
Related Window Descriptions
Service Contract
Service Contract/Invoice Parameters
Invoice Plan Details
Procedure
To create credit invoice lines for a service contract:
- Open the
Service Contract window and query for the service
contract for which you want to create credit invoice lines (F3).
- Click the
Invoice Parameters tab and select the invoice
period for which you want to generate the credit invoice lines.
- Right-click and then click Create Credit Invoice Lines.
- Click OK to verify that the debit invoices connected to the service
lines for the selected invoice period as well as future invoices should be credited, and all connected periodic price lines should be
closed.
To create credit invoice lines for a service line:
- Open the
Service Contract window and query for a service
contract (F3).
- Click the Services tab and select a service line for which
you wish to create planned credit invoice lines.
- Right click and click Invoice Plan Details.
- On the Invoice Plan Details window select the
invoice plan line, right-click and then click Create Credit Invoice Lines.
- Click OK to verify that all debit invoices connected to the
selected service
line as well as future invoices should be
credited, and the connected periodic price line should be
closed.