Reverse non-invoiced transactions (PM505000)
The window toolbar
- Process
- Reverses the not yet invoiced transactions you have selected in the table.
- Process all
- Reverses all not yet invoiced transactions listed in the table.
The top part
By making selections in this part, you can narrow the range of transactions displayed in the table below.
- Allocation rule
The allocation rule for which not yet invoiced transactions will be listed, which you select from the list of available rules.
If you do not select any value, the list in the table includes the transactions for all allocation rules.
- Customer class
The customer class for which not yet invoiced transactions will be listed.
Select a customer class to include in the table only the not yet invoiced transactions associated with the selected class.
- Customer
The customer for which not yet invoiced transactions will be listed.
Select a customer to include in the table only the not yet invoiced transactions associated with this customer.
- Employee
- The employee for which not yet invoiced transactions will be listed. Select an employee to include in the table only the not yet invoiced transactions associated with the selected employee.
- Project
The project for which not yet invoiced transactions will be listed.
Select a project to include in the table only the not yet invoiced transactions associated with this project.
- Project task
The project task for which not yet invoiced transactions will be listed.
Select a project task to include in the table only the not yet invoiced transactions associated with the selected project task.
- Item ID
The item ID for which not yet invoiced transactions will be listed.
Select the identifier of a stock or non-stock item to include in the table only the not yet invoiced transactions associated with this stock item.
- From
The starting date of the date range for which not yet invoiced transactions will be included in the table.
If you do not select this date, the table will include not yet invoiced transactions starting from the first not yet invoiced transaction available in the system.
- To
The ending date of the date range for which not yet invoiced transactions will be included in the table.
If you do not select this date, the table will include not yet invoiced transactions until the last not yet invoiced transaction available in the system.
If you specify neither a From date nor a To date, the table includes all not yet invoiced transactions available in the system.
The table
The table lists the not yet invoiced transactions that match the criteria you have specified in the top part.
- Ref. no.
- The identifier of the transaction in Visma Net.
- Date
- The date the transaction was created.
- Period
- The financial period associated with the transaction.
- Project
- The project associated with the transaction.
- Project task
- The project task associated with the transaction.
- Customer class
- The customer class associated with the transaction.
- Customer
- The number of the customer associated with the transaction.
- Customer name
- The name of the customer.
- Employee
- The detailed description provided for the transaction.
- Item ID
- The identifier of the stock or non-stock item associated with the transaction.
- Description
- The description provided for the transaction.
- UoM
- The unit of measure used for the transaction, such as ITEM or BOX.
- Quantity
- The quantity for the transaction, such as the number of service hours provided to the customer.
- Invoiceable
A check box that indicates whether the transaction is intended for charging any amounts to the customer.
If this check box is not selected, the transaction does not affect the invoicing for the project.
- Qty. that can be invoiced
The quantity that is used for invoicing the customer.
For instance: You can invoice the customer based on the hours of service you provided to the customer.
- Unit rate
- The price of the item or rate of the service.
- Amount
- The amount of the transaction.
- Invoicing rule
- The invoicing rule associated with the transaction.
- Branch
- The branch in which the transaction was created.
- Type of hour
- The type of hour specified for the transaction to calculate the labour cost.
- Multiplier
- The multiplier to be used with the earning time to calculate the labour cost.