Run project invoicing (PM503000)
You can use this window to perform invoicing for projects. Invoices are generated for each project and for each customer involved. For more information about invoicing settings and procedures, see: About project invoicing
The window toolbar
| Element | Description |
|---|---|
| Process | Initiates the invoicing process for the projects you have selected (using the unlabelled check boxes) in the table. |
| Process all | Initiates the invoicing process for all the projects listed in the table. |
The top part
By making specifications in this area, you can select the criteria the system uses to list projects that you can invoice.
| Element | Description |
|---|---|
| Invoice date | The date to be specified on the invoices generated during the invoicing procedure, which also serves as a cut-off date for the project to be invoiced. For more information about how the system applies the filtering criteria for projects to be shown in the window, see: About project invoicing If no invoice date is specified, the system uses the following date as the invoice date, depending on the invoicing period of the projects:
|
| Post period | The financial period for which the invoice transactions will be posted. |
| Statement cycle | The statement cycle to which the customers to be listed are assigned. |
| Customer class | The customer class for which you want to invoice projects. Leave the field blank to view information on all classes. |
| Customer | The customer whose projects you want to invoice. Leave the field blank to see information on all customers of the specified class (or all customers of all classes). |
| Project template | The project template associated with the projects to be listed. Leave the field blank to view projects based on all templates. |
The table
The table contains the list of projects matching any criteria specified in the top part. Only projects with at least one not yet invoiced (but completed) invoicing period are displayed. If multiple invoicing periods were not invoiced for the project, you should run the invoicing process once for each not yet invoiced period. You can select projects by using the check boxes in the first column.
| Element | Description |
|---|---|
| Project | The project by its identifier. |
| Description | The description provided for the project. |
| Customer | The ID of the customer associated with the project, if any. |
| Customer name | The name of the customer. |
| From | The start date of the invoicing period that is the first not yet invoiced period for the project. |
| To | The end date of this invoicing period. |
| Last invoicing date | The date when the project was last invoiced. |