Related reports and inquiries

Note: In order to edit at the summarization level, summarization must be selected on Customer (BR11.1).
To Use
Reprint Invoice Billing Invoice Report (BR420)
  1. Access Invoice Edit Line (BR20.2), Invoice Edit Activity (BR20.3), Invoice Edit Activity and Account Category (BR20.4), or Invoice Edit Transaction (BR20.5).
  2. Use these guidelines to specify the field values:
    Company

    Specify or select the company for which you are editing the invoice.

    Customer

    Specify or select the customer associated with the invoice to which you are editing.

    Invoice Number

    Select the prefix and invoice number to display the invoice detail for the corresponding form level. The level of invoice detail depends on which form you have selected. The Invoice Prefix or the Credit Memo Prefix value is maintained in the AC Customer (BR11.1). This must be unique by system code and company.

    Default Reason Code

    Select a default reason code to update the invoice header reason code.

    Update Tax

    Select whether you want tax to be updated in addition to billing or revenue amounts. The default setting is No.

    Note: If this feature is used for invoices with large billing or revenue amounts, then the tax calculations will seriously affect program response time.
    Inv Amt

    Specify a new invoice amount to write up or down the billing amount. The amount typed in this field will not affect the cost of the invoice detail.

    Note: If zero is specified as an amount, then no lines on the invoice will be billed.
    Hold/Adj

    Specify the amount that you want to place on hold, or the amount of the invoice adjustment. The amount can be all or a portion of the invoice amount.

    Reason Code

    Specify or select a reason code for the invoice adjustment. Reason codes are defined on Reason Codes (BR08.1). This reason code will override the Default Reason Code for this adjustment.

    Note: Reason codes are required if invoice audit is set to yes on Activity Group (AC00.1).

Follow-up tasks

  • Click the more button (asterisk) to access Invoice Edit Detail (BR20.6). You can use this form to override the default values for activity, account category, company, account, billing category, billing value, description, resource type, resource company, and resource that were assigned on Contract Parameters (BR10.1). You can also use this form to override the tax default values for taxable amount, taxable, tax code, service location and bill units.

  • Click Output Options to access Invoice Edit (BR20.8) and specify the options for invoice comments and invoice register.

  • On Invoice Edit Transaction (BR20.5), click Filter to access Filter (BR20.9) to filter displayed contract or invoice data by specific search parameters.

  • Access Invoice Header (BR20.7) to override the invoice default values for Invoice Date, Posting Date, Bill To, Bill To Group, Contact Code, and Customer PO Number.

  • Access Invoice Adjustments Maintenance (BR49.1) to view, update, or delete an adjustment made in the invoice.