On Account Invoicing

The supporting information for on account invoicing is created when outcome is generated or invoice lines are entered. Outcome is retrieved from the project elements flagged as input to on account invoicing. The invoice proposal is priced when the outcome is generated.

The valid pricing alternatives for on account invoicing are:

• Pricing based on outcome
• Manual pricing in the invoice proposal

The pricing methods are based on the outcome of:

• The total outcome for the price of the service.
• Price per unit, where the price can be set per budget item and per combination of budget item and project element. The total invoiced is calculated as the price multiplied by the outcome quantity. When the supporting information for the invoice is created, this price is retrieved in the following order of priority:
  • Price per budget item, project, and project element.
  • Price per budget item, project, and project element.
  • Price per budget item. 'Project Budget Price Group. Open' (CRS593).
• Price factor, which is set per budget item. The total invoiced is calculated as the price factor multiplied by the outcome amount. When the supporting information for the invoice is created, the price factor is retrieved in the following order of priority:
  • Price per budget item, project, and project element.
  • Price per budget item and project.

The calculated invoice amount (based on the pricing methods) can be affected by:

• Minimum price
• Maximum price
• Ceiling price with percentage - this specifies the percentage amount exceeding the ceiling that the customer is invoiced.

You can change the invoice amount before the invoice proposal is locked.