2.12.4 Invoice Rules tab
The Invoice Rules tab allows you to define state specific rules with a combination of service and work order status. This helps to decide if a particular service fees in a work order is Collectable or Not from the customer.
When the same combination of service, work order status and state is detected during auto invoice validation, the Collectible check box in Vendors > Invoice tab > Invoice Details section is selected. Further, the collectible amount is posted as an expense on the customer account.
To define invoice rules
- Click Setup > Setup > Administration > System > Vendors > Invoice Rules.
- In the Invoice Rules section, perform any of the Basic Operations mentioned in Navigation chapter.
A brief description of the fields is given below:
Table 2-68 Invoice Rules
Field Do this Service Select the service from the drop-down list. The list consists of services offered by Vendors which can be associated with a work order. Work Order Status Select the work order status from the drop-down list. Close Reason Select the close reason from the drop-down list. This field is enabled only if the work order status is selected as CLOSE. State Select the state from the drop-down list. The selection here indicates that the state rules allow to collect the service fee for selected service from the customer. Enabled Select the check box to enable the invoice rule. - Perform any of the Basic Actions mentioned in Navigation chapter.
Parent topic: Vendors