Watch this video to see how to process support contract invoices or follow the steps below it.
Step-by-step guide
Navigate to the correct window
- Navigate to Workshop / Support Maintenance / Process Invoices.
Set the invoice parameters
- Select the appropriate stock location from the Invoice Location dropdown list.
- Enter the contract expiry date in the Expiry Date text box.
- Enter the invoice date in the Invoice Date text box.
Process the invoices
- Select the appropriate invoices by pressing F3 on your keyboard.
- Click the Process button.
- Print the invoices by specifying the print options and clicking the OK button or click the Cancel button to close the window.
You can see an invoice is selected when it has an asterisk in the SEL column. You can click the Select All or Unselect All buttons to select or unselect the displayed invoices.
You have the following 4 processing options:
You have the following 4 processing options:
- None: An invoice will be created per contract item.
- Combine per Location, Rep Code, Parent and Invoice Account: Contract items will be combined per invoice where the invoice location, rep code, parent contract number and invoice account number are the same. When this option is selected, the item’s location will be added as a comment where available.
- Combine per Location, Rep Code, Contract and Invoice Account: Contract items will be combined per invoice where the invoice location, rep code, contract number and invoice account number are the same. When this option is selected, the item’s location will be added as a comment where available.
- Combine per Location, Rep Code, Contract, Invoice Account and Sub Account: Contract items will be combined per invoice where the invoice location, rep code, contract number, invoice and sub-account numbers are the same.