Generate Invoice

This activity allows you to generate invoice for the work reported. Single invoice can be generated either for multiple work reporting or for one work reporting. For generating “Multiple Work Reporting- One Invoice” Customer Code, Bill to ID, Pay Term , Finance Book, and Invoicing OU should be unique .Based on the search criteria entered in the header, the system displays the Invoicing OU, Contract details, Work reporting details, Customer and ID for whom the invoice is generated. When the View Generated Invoice check box is selected, then the Generate button and Invoice Information group box will be hidden from the UI and the UI will be a view page displaying the invoice details.

Select the “Generate Invoice” activity under the “Operations Reporting” business component.

The “Generate Invoice” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

In the header the mandatory fields are represented as bold and in the multiline the mandatory columns are either bold or displayed in a color other than black.

Enter the following details in the “Search Criteria” group box:

Customer Code	The code identifying the customer for whom the invoice is to be generated.
Customer Name	The name of the customer for whom the invoice is to be generated.
Bill to ID	The ID for which the invoice is to be generated .
Contract No. From	The starting number in the range of contract numbers from which the details are to be fetched in the multiline for invoice generation.
Contract No. To	The ending number in the range of contract numbers until which the details are to be fetched in the multiline for invoice generation. This number should be greater than or equal to “Contract No. From”.
Work Reporting No. From	The starting number in the range of work reporting number from which the details are to be fetched in the multiline for invoice generation.
Work Reporting No. To	The ending number in the range of work reporting number until which the details are to be fetched in the multiline for invoice generation. This number should be greater than or equal to “Work Reporting No From”.
Work Reporting Date From	The start date in the range of work reporting dates from which the details are to be fetched in the multiline for invoice generation.
Work Reporting Date To	The end date in the range of work reporting dates until which the details are to be fetched in the multiline for invoice generation. This date should be greater than or equal to “Work Reporting Date From”.
View Generated Invoice	Select the checkbox to view the generated invoice.

Note: If the “View Generated Invoice” checkbox is checked, then the Invoice Information section and the Generate button will be hidden in the UI.

Click the “Search” button to retrieve the details in the multiline based on the search criteria.

Note: On launch of the UI, “Invoice Information” section will not be visible. Only after executing the Search task, the Invoice Information group box will be visible.

Search will fetch work reporting number generated in the login OU and the Invoicing OU.

Enter the following details in the “Invoice Information” group box:

Invoice Generation Type	Use the drop-down list box to specify the method of invoice generation. The combo is loaded with options “Multiple Work Reporting – One Invoice” and “One Work Reporting – One Invoice”. The system displays “One Work Reporting – One Invoice” by default on launch of the page.
Invoice Currency	Use the drop-down list box to specify the invoice currency.
Invoice Date	The date on which the invoice is to be generated.
Numbering Type	Use the drop-down list box to specify the numbering type of invoice.

The system displays the following details in the “Search Results” multiline:

Invoicing OU	The OU where the invoicing is to be done.
Contract No.	The service contract for which invoice is to be generated.
Contract OU	The OU to which the service contract belongs.
Work Reporting No.	The work reporting number for which invoice is to be generated.
Work Reporting Amt.	The work reporting amount for which invoice is to be generated.
Work Reporting Date	The date on which the work reporting was generated.
Work Reporting OU	The OU where the work reporting was done.
Bill to Customer	The code identifying the customer for whom the invoice is to be generated.
Bill to ID	The ID for which the invoice is to be generated.
Invoice Currency	The currency of the invoice.
Exchange Rate	The exchange rate applicable to the invoice currency.
Finance Book	The finance book of the invoicing OU.
Pay Term	The pay term applicable to the payment of the invoice.

Click the “Generate” button to generate the invoice.

The invoice number will be generated and displayed in the multiline. The invoice number will be generated based on the numbering type defined for the invoicing OU.

The system displays the following details in the “Search Results” multiline:

Invoice No.	The number identifying the invoice.
	Hyperlink available. This link launches the “View Invoice” UI of Customer Order Based Invoice component to view the invoice details of the respective OU.
Total Invoice Amount	The amount for which the invoice was raised.
Invoice Date	The date on which the invoice was generated.
Invoice Status	The status of the invoice.

Note: The above fields will be visible in the multiline only after the execution of the Generate task

To proceed, carry out the following

Select the “Edit Invoice” link at the bottom of the page to modify the invoice details through the Edit Invoice page.

Note: This link will be visible only when the “View Generated Invoice” check box is selected and the “Search” button is clicked .