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Retain attributes and Deposit adjustments upon Invoice regeneration for Custom Invoices

Reference No: R2-13693

Version No: 06.01.00-00

 Support to enter Comments and PO# is provisioned in Custom schedule window as below

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  1. Highlight a schedule and click Comments button to enter the Comments.

    1. The comments entered will be carried to the invoice generated/re-generated for selected schedule.

    2. Checkbox column 'C', gets selected if comments are present.

    3. If the schedule's invoice is Posted, System will allow to edit Comments.

  2. Provision to enter PO#

    1. Custom Schedule Grid, PO# can be entered under the PO No column in the Grid.

    2. The PO# entered will be carried to the invoice generated/re-generated for selected schedule.

    3. PO No. in the Grid defaults from the PO No. entered in the order for new schedules.

      • However, when the PO# is changed on the order, the same will not be get updated for the existing schedules or invoices.

    4. If the schedule's invoice is Posted, System will not allow to add or edit PO No.

  3. Option to enter PO# and Comments will be available in only in Main Order.

  4. Comments entered against Invoice directly will be lost on Regenerating the Invoice.

  5. Deposit Amount Adjustment and prompt for adjusting only when required.

  6. If the Regenerated Invoices amount is same or more than the previously adjusted Deposit amount, System will not prompt the user to re-adjust the deposits.

  7. If the Regenerated Invoices amount is less than the previously adjusted Deposit amount, System will prompt the user to re-adjust the deposits.

  8. After auto re-adjusting the deposits, if any deposit amount is left un-adjusted, System will prompt the user to re-adjust the deposits.

  9. Systems will not auto-generate Invoices for Custom billing order when changes are saved or when custom schedules are updated.

  10. With this change, the process of generating the invoices for custom billing order will be manual.

  11. This change will avoid the auto-removal of the deposits adjusted without users notice on regeneration of invoices.

  12. System will retain the invoices within the Summary Invoice/AR Batches/MB, on regenerating the invoices irrespective of the Billing Type, provided Bill Date is same.

  13. The attributes in the Summary Invoice/AR Batches/MB will not be lost on regenerating the Invoices.

  14. Posted invoices will also be retained as is in the existing batches.