Invoice Service Contract

Explanation

Use this activity to invoice a service contract or a service line.

Prerequisites

• Invoice parameters should be defined in Service Contract/Invoice Parameters tab.
• The Create Periodic Allocation check box should be selected on Service Contract/Invoice Parameters tab if the amount to be invoiced should be periodically allocated.
• The service contract should be activated (i.e., status set to Active).
• Periodic price lines should be Accepted.

System Effects

• The selected service contracts will be invoiced.
• If you change the periodic allocation rule, the new rule will be applied to the amount invoiced.

Window

Service Contract

Related Window Descriptions

Service Contract
Service Contract/Services
Service Contract/Vehicle Services
Invoice Plan Details

Procedure

To Invoice an entire service contract:

1. Open the Service Contract window and query for the service contract you wish to invoice (F3).
2. Click the Invoice Parameters tab and select the invoice plan line(s) for which you want to generate the invoice.
3. Optionally, right-click and then click Generate Invoice Lines for Preview if you wish to preview the invoice line.

Note: Step 4-7 is optional, you should only follow them if the amount to be invoiced is periodically allocated and if you wish to change the default periodic allocation rule.

4. Select the invoice plan line on the Invoice Plan Details window, right-click and then click Periodic Allocation Rule. The Period Allocation Rule dialog box appears.
5. Change the value in the Allocation Method field as per your requirement.
6. Click Distribute and click OK.
7. If required the period allocation can be done manually by entering the percentage in the Allocation Percentage field or by entering the exact amount for each financial period. Click Save to save the manually defined allocation rule.
8. Select the invoice plan line, right-click and then click Invoice.

To invoice a service line:

1. Follow steps 1 - 3 above.
2. Click the Services (Vehicle Services) tab and select the service line you wish to invoice.
3. Select the periodic price line, right-click and then click Invoice Plan Details. The Invoice Plan Details window appears.
4. Select a row, right-click and then click Invoice.