Updating invoices and credit memos

To report Billing transactions to other applications, such as Sales Analysis, Accounts Receivable, Project Accounting, and General Ledger, you can update invoices and credit memos.

When you run Subsystem Update (BL123), you can send the tax distribution records to theAccounts Receivable application. Tax distribution records are used for discount recovery purposes. If you select tax recovery on discount when setting up the company in Accounts Receivable, these records are created.

Procedure flow: Updating invoices and credit memos

Follow these steps to update invoices and credit memos for reporting Billing transactions to other applications.

Access Subsystem Update (BL123).
Select a job name that you want to update in the invoice.
Specify a job description that you want to update in the invoice.
Select the company that you want to update in the invoice.
To update invoices for a specific process level, select the process level.

Note: If you set up the invoices by process level, then you can update the invoices by process level.
Click Submit.