Process Service Order Pro Forma Invoices (tssoc2291m000)

Use this session to create pro forma or custom invoices for the selected range of service orders. You can also select cost lines (based on the cost types) to be considered during the creation of the pro forma or custom invoices.

This session enables you to review the invoice data before the data is released to Invoicing. You can modify the invoice data, if required.

Note: You can select the Cost Types only if the Type of Invoice is Pro Forma Invoice.

Field Information

Selection Range

Service Order: The From and To fields define a range of: service orders.
Sold-to Business Partner: The From and To fields define a range of: sold-to business partners.
Ship-to Business Partner: The From and To fields define a range of: ship-to business partners.
Invoice-to Business Partner: The From and To fields define a range of: invoice-to business partners.
Service Office: The From and To fields define a range of: service offices.
Service Type: The From and To fields define a range of: service types.
Activity Line: The From and To fields define a range of: service-order activity lines.

Print Invoice As

Type of Invoice

The type of invoice that must be created for the selected range of service orders.

Allowed values

Pro Forma Invoice
Customs Invoice

Invoice Type

The code of the pro forma invoice type, based on which the selected range of service orders are processed.

Description

The description or name of the code.

Cost Types

Material: If this check box is selected, LN considers the service order estimated material cost lines linked to the selected range of service orders, for creating the pro forma or the customs invoice.

Note: This check box is selected and cannot be modified if the Type of Invoice field is set to Customs Invoice.
Labor: If this check box is selected, LN considers the service order estimated labor cost lines linked to the selected range of service orders, for creating the pro forma invoice.
Other: If this check box is selected, LN considers the service order estimated other cost lines linked to the selected range of service orders, for creating the pro forma invoice.
Subcontracting: If this check box is selected, for creating the pro forma invoice, LN considers the service order estimated other cost lines that are linked to the selected range of service orders and for which the Cost Type is set to Subcontracting.
Travel: If this check box is selected, for creating the pro forma invoice, LN considers the service order estimated other cost lines that are linked to the selected range of service orders and for which the Cost Type is set to Travel.
Tooling: If this check box is selected, for creating the pro forma invoice, LN considers the service order estimated other cost lines that are linked to the selected range of service orders and for which the Cost Type is set to Tooling.
Helpdesk: If this check box is selected, for creating the pro forma invoice, LN considers the service order estimated other cost lines that are linked to the selected range of service orders and for which the Cost Type is set to Helpdesk.
Freight: If this check box is selected, for creating the pro forma invoice, LN considers the service order estimated other cost lines that are linked to the selected range of service orders and for which the Cost Type is set to Freight.
Fixed Order Price: If this check box is selected, LN considers the service orders with the Pricing Method set to Fixed Order Price, for creating the pro forma invoice.
Fixed Activity Price: If this check box is selected, LN considers the service orders with the Pricing Method set to Fixed Activity Price, for creating the pro forma invoice.
Quote Invoice: If this check box is selected, for creating the pro forma invoice, LN considers the service order estimated other cost lines that are linked to the selected range of service orders and for which the Cost Type is set to Quote Invoice.

Options

Print Errors: If this check box is selected, a report is printed with the errors that occurred during processing pro forma invoices.