Viewing and Deleting Invoices with Prorated Adjustments

You can view and delete the invoice details of an invoice with prorated adjustments on Invoice Adjustment Maintenance (BR49.1).

To view an invoice with prorated adjustments, inquire to display the details of the selected invoice number. You can then delete the invoice details (contract number, adjustment level, and the adjustment amount).

You can view invoices with the following statuses: Unreleased, Released or Pending Approval. You cannot view invoices with statuses of: Processed, Canceled or Deleted.

To view and delete an invoice

  1. Access Invoice Adjustment Maintenance (BR49.1).
  2. Use the following guidelines to enter field values:
    Company

    Type or select the company to display the invoice adjustments.

    Customer

    Type or select the customer associated with the invoice to which you are viewing adjustments.

    Invoice Number

    Select the prefix and invoice or credit memo you want to view.

    Status

    Displays the present status of the invoice.

    Prorate Option

    Select the prorate option of the invoice adjustments you want to view. Select either Prorated (P) or Non Prorated (N). The default is Prorated.

  3. To view the details of the invoice, select the Inquire form action.
  4. The following fields are displays only:
    Billable Amt

    The total amount for all contract records associated with the invoice. This includes billable, billing in advance and transfers.

    Adjust Amt

    Adjustment amount for invoice which was added in Invoice Edit (BR20.x).

    Hold Amt

    Amount held for the invoice which was also used in the Invoice Edit (BR20.x).

    Sub Total

    Total amount accumulated from the billable and adjustment amount less the hold amount.

    Currency

    Currency code for the invoice.

    Contract

    The contract and description (BR10.1) associated to the invoice.

    Adjust Level

    The adjustment level of the invoice based on the Invoice Edit screen (BR20.1- BR20.5) where the adjustment was done:

    • Invoice

    • Invoice Detail

    • Transaction Detail

    • Posting Activity

    • Activity Account Category

    Adjust Amount

    The amount of the adjustment done on the Invoice Edit screens (BR20.x).

    *

    To view the invoice detail associated to the contract, click the asterisk button (*). The Invoice Adjustment Detail (BR49.2) opens displaying the invoice detail.

  5. To delete an invoice, select the contract (with corresponding adjust level and adjust amount) and then select the function D - Delete.
  6. Select the Change form action.