Original invoice reference on credit notes

Introduction

This feature introduces some improvements to the existing Credit invoicing functionality, as follows:

1. Invoice proposal transactions for credit notes will have an additional button at header and line level to access credit invoicing information.
2. The credit invoice ID will be automatically created when the credit note is raised. These details will be copied from the credit invoicing details in the “Select credit note” function.
3. To prevent orphan records when a credit note proposal has been created, if a credit note proposal line is deleted, the equivalent record in the invoice table will also be deleted.
   

Feature management

This feature can be made available to users using Feature management. The feature is called “Credit invoicing layout for sales and project invoice reports”.
Navigate to:

Workspace > Feature management > “Credit invoicing layout for sales and project invoice reports”:

Invoice proposal form

The original invoice number will appear on credit notes produced from invoice proposals or posted invoices.

A credit note in the proposal stage, the invoice number field will be visible in the header and will be both blank and editable, regardless of whether there are one or many journals (ex – Hour, fee and expense). However, at the line level, the credit invoice number will appear alongside the original invoice number and will be greyed out.

Navigate to:

PMA >> Project Invoices >> Project Invoice Proposal OR Navigate to: PMA >> Projects >> All projects >> Select any project >> Manage >> bill >> Project Invoice proposal

Invoice report

The original invoice number will be printed on the report in addition to being available for header and lines in the temporary invoice table so that any third-party report creation tools, like Docentric, can use it.

Invoice proposal document:

Navigate to: PMA >> Project Invoices >> Project Invoice Proposal >> Select Invoice proposal >> Print >> Invoice
OR
Navigate to: PMA >> Projects >> All projects >> Select any project >> Manage >> bill >> Project Invoice proposal >> Select Invoice proposal >> Print >> Invoice

Posted invoice document:

Navigate to: PMA >> Project Invoices >> Project Invoices >> Select Invoice >> Print >> Invoice.

OR

Navigate to: PMA >> Projects >> All projects >> Select any project >> Manage >> bill >> Project Invoices >> Select Invoice >> Print >> Invoice

Security

Users must be assigned security privileges before they will be able to view or edit a credit note.

Navigate to: System Administration >> Security >> Security Configuration >> Duties

Field behaviour