16.5.2 Invoice Details sub tab
- In the Origination > Origination > Vendors > Invoices > Invoice Details,
perform any of the Basic Operations mentioned in Navigation chapter.
A brief description of the fields is given below:
Table 16-14 Invoice Details
Field Do this Work Order Select the work order from the drop-down list. This list displays the generated work orders. Each work order name is defined in the format which consists of work order number, account number, service number and service name. Case # System displays the Case number only if there is a Case number is associated for the selected work order. Estimated Displays the estimated cost of selected work order as defined in Vendors > Work Order > Services section. Invoice Amt Specify the invoice amount. Agreed Amt Specify the agreed amount. Paid Amt Displays the paid amount. Txn Post Dt Specify transaction effective date. You can even select the date from the adjoining Calendar icon. Status Select the status from the drop-down list. Status Dt Displays the last status change date. On edit, system updates the current date by default. Authorized By Displays the name of the user who verified (accepted/rejected) the invoice details. Authorized Dt Displays the date when the invoice details were verified. Collectible Check this box to indicate if the agreed amount is collectible from the customer. When checked, the collectible amount is posted as an expense on the customer account.
During auto invoice validation, this check box is automatically selected if the same combination of a service and work order status matches with the state specific rule defined in Setup > Administration > System > Vendors > Invoice Rules tab.
- Perform any of the Basic Actions mentioned in Navigation chapter.
Parent topic: Invoices Tab