Running SRO Invoicing

Use the Service Order Invoicing form to post SRO invoices and create invoice records.

Specify this information to post an invoice and create a record:

1. For these fields, select a range of values to include in the report:
   • SRO
   • Line
   • Oper
   • Bill Manager
   • Customer
   • Region

2. Select the types of notes to include in the report:

   • Print Customer Notes
   • Print SRO Notes
   • Print SRO Line Notes
   • Print SRO Oper Notes
   • Print Transaction Notes
   • Print Internal Notes
   • Print External Notes
3. Specify this information:

   Ship To Address

   Select whether to use the customer ship to or the consumer ship to address for the invoicing output.

   Sort By

   Select whether to sort the output order by SRO or by customer.

   Order By

   Select whether to sort the output order by transaction number, transaction date, or partner and transaction date.

   Invoices or Credit Memos

   Select whether to print invoices or credit memos based on the options selected.

   Invoice Date

   Select the date to use for invoicing the SROs.

4. Specify the Calculated SRO Options:

   Trans Date

   Select the range of transaction dates to include in the invoice.

   Include Calculated

   Select this check box to include SROs with the billing type of Calculated/Time & Material.

5. Specify the Project SRO Options:

   Close Date

   Select the range of close dates to include in the invoice.

   Include Project

   Select this check box to include SROs with the billing type of Project/Fixed.

   Print Project Material Detail

   Select this check box to include material details in the invoice.

   Print Project Labor Detail

   Select this check box to include labor details in the invoice.

   Print Project Misc Detail

   Select this check box to include miscellaneous details in the invoice.

6. Specify these Print Options:

   Print Serials

   Select this check box to include serial numbers for items that are serial tracked.

   Summarize Trans

   Select this check box to include a summary of transactions.

   Use Profile

   Select this check box to use the associated vendor/customer document profile, if one exists.

   Translate To Domestic Currency

   Select this check box to translate the currency output to the domestic form. If cleared, the output is displayed as the currency originally selected.

   Print Euro Total

   Select this check box to print the total for the report in both the euro currency and the transaction currency for any customer or vendor whose currency is the euro.

   The system calculates this total by converting all the individual line items and accumulating the euro line item amounts. All line item discounts are applied (using the transaction currency) before the system converts the amount to the euro. All order-level discounts are applied from the accumulated euro amount.

7. Click Process to run the activity.
8. Specify the Reprint Options:

   Invoice

   Select the range of invoice numbers to include.

   Invoice Date

   Select the range of invoice dates to include.

9. Click Reprint to print the data without any updates or to reprint the document.

Related Topics

Using SROs to Track Service Requests, Transactions, and Billing