Contract Periods


This screen enables you to view all contract periods that have not yet been invoiced

You can use a specific wizard to book invoices in accounting based on supplier invoices.

Notes

  • Only scheduled periods are displayed.
  • Several periods can be associated with a given invoice if they are related to the contracts for a given supplier.
  • Common expenses can be added from the Common Expenses Catalog or via manual data entry.
  • Each invoiced item is broken down by analytical cost allocation.

Caution

  • A new invoice is created even if the reference corresponds to an existing supplier invoice.
  • You must add credit notes as common expenses by entering a negative amount.

Characteristics specific to versions 2016 and earlier

  • Menu access: Transition or Strategy > Invoices > Contract Periods

Menu Access

Financial Management > Invoices > Contract Periods

Procedure and Wizards

How to create an invoice for scheduled period payments

Step 1: Selecting the periods for a supplier.

1. Select Financial Management > Invoices > Contract Periods in the menu. 

2. Select the contract periods for a given supplier.
         Contract periods.png

3. Run the New Invoice on Payment Schedule wizard.
 

Step 2: Specifying the periods to invoice.

1. Specify the information of each invoice row.
         Contract periods - Invoice rows.png

2. (optional) Add common expenses.

  • You can click Catalog Reference to add common expenses from the catalog.
  • Or you can click Simple Data Entry to add them manually.

3. (optional) Add credit notes.

  • Add a row for common expenses via Simple Data Entry.
  • Enter a negative amount.
  • Repeat these actions for all credit notes to be added.
     

Step 3: Specifying the invoice header.

1. Click Next.

2. Complete the information of the invoice. 

3. Click Finish.

  • The invoice will be created.
  • The table of contract periods will be refreshed.

Wizards

Update
New Invoice on Payment Schedule
Delete

Tags:
Last modified by Unknown User on 2019/05/10 11:18
Created by Administrator XWiki on 2018/02/14 09:13

Shortcuts

Recent Updates

Haven't been here in a while? Here's what changed recently:

-   Product name - ev itsm.png
-   Product name - ev sas.png

Interesting Content

How to Automate Integration
Add a Shortcut to an App
History
Quick Dashboard
Full text search - Stop Words

Powered by XWiki ©, EasyVista 2019