Process Maintenance Sales Pro Forma Invoices (tsmsc2291m000)
Use this session to create pro forma or custom invoices for the selected range of maintenance sales orders. You can also select the coverage lines (based on the cost types) to be considered during the creation of the pro forma or custom invoices. The Pro Forma Based On (order based or delivery based) of the selected Pro Forma Invoice Type determines if the estimated or actual coverage lines are used for the Pro Forma Invoice.
This session enables you to review the invoice data before the data is released to Invoicing. You can modify the invoice data, if required.
Field Information
- Maintenance Sales Order
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The From and To fields define a range of: maintenance sales orders.
- Sold-to Business Partner
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The From and To fields define a range of: sold-to business partners.
- Ship-to Business Partner
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The From and To fields define a range of: ship-to business partners.
- Invoice-to Business Partner
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The From and To fields define a range of: invoice-to business partners.
- Service Office
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The From and To fields define a range of: service offices.
- Service Type
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The From and To fields define a range of: service types.
- Line
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The From and To fields define a range of: part line numbers
- Material
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If this check box is selected, for creating the pro forma invoice, LN considers coverage lines that are linked to the selected range of maintenance sales orders and for which the Cost Type is set to Material.
Note: This check box is selected and cannot be modified if the Type of Invoice field is set to Customs Invoice. - Labor
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If this check box is selected, for creating the pro forma invoice, LN considers coverage lines that are linked to the selected range of maintenance sales orders and for which the Cost Type is set to Labor.
- Other
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If this check box is selected, for creating the pro forma invoice, LN considers coverage lines that are linked to the selected range of maintenance sales orders and for which the Cost Type is set to Other.
- Subcontracting
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If this check box is selected, for creating the pro forma invoice, LN considers coverage lines that are linked to the selected range of maintenance sales orders and for which the Cost Type is set to Subcontracting.
- Travel
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If this check box is selected, for creating the pro forma invoice, LN considers coverage lines that are linked to the selected range of maintenance sales orders and for which the Cost Type is set to Travel.
- Tooling
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If this check box is selected, for creating the pro forma invoice, LN considers coverage lines that are linked to the selected range of maintenance sales orders and for which the Cost Type is set to Tooling.
- Helpdesk
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If this check box is selected, for creating the pro forma invoice, LN considers coverage lines that are linked to the selected range of maintenance sales orders and for which the Cost Type is set to Helpdesk.
- Freight
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If this check box is selected, for creating the pro forma invoice, LN considers coverage lines that are linked to the selected range of maintenance sales orders and for which the Cost Type is set to Helpdesk.
- Fixed Order Price
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If this check box is selected, for creating the pro forma invoice, LN considers coverage lines that are linked to the selected range of maintenance sales orders and for which the Cost Type is set to Order.
- Fixed Activity Price
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If this check box is selected, for creating the pro forma invoice, LN considers coverage lines that are linked to the selected range of maintenance sales orders and for which the Cost Type is set to Activity.
- Quote Invoice
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If this check box is selected, for creating the pro forma invoice, LN considers coverage lines that are linked to the selected range of maintenance sales orders and for which the Cost Type is set to Quote Invoice.
- Type of Invoice
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The type of invoice that must be created for the selected range of maintenance sales orders.
Allowed values
- Pro Forma Invoice
- Customs Invoice
- Invoice Type
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The code of the pro forma invoice type, based on which the selected range of maintenance sales orders are processed.
- Description
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The description or name of the code.
- Print Errors
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If this check box is selected, a report is printed with the errors that occurred during processing pro forma invoices.