Billing Management - Cronologia

Francesco.bertuletti: /* Create a Billing schedule */

2018-05-23T12:41:10Z

‎Create a Billing schedule

2018-05-23T12:40:13Z

‎Create a Billing schedule

2018-05-23T11:06:27Z

‎Create a Billing schedule

2018-05-23T11:05:28Z

‎Create a Billing schedule

2018-05-23T11:03:00Z

‎Create a Billing schedule

2018-05-23T11:02:17Z

2018-05-23T10:55:10Z

‎Create a Billing schedule

2018-05-23T10:51:29Z

‎Managing Credit Notes

2018-05-23T10:51:11Z

2018-05-23T10:49:13Z

‎Managing Credit Notes

@@ Riga 18: / Riga 18: @@
 # Timesheet with ''''operating status'''' in Approved or Declared and that has been set as ''Billable'' by the Manager. Manager set the billability of the ''[[Glossary|Timesheet]]'' setting the ''Adm. Status'' equal to "Billable"
-For Invoice ''[[Glossary|Timesheet]]'' hours the ''Administrator'' has to configure at Project / Service level for all the Resource the ''Sales Role'' and the ''Purchase Contract''.
+For Invoice ''[[Glossary|Timesheet]]'' hours the ''Administrator'' has to configure at ''Project / Service'' level for all the ''Resources'' the ''Sales Role'' and the ''Purchase Contract''.
 ==Managing Invoice==

@@ Riga 14: / Riga 14: @@
 document eligible to be billed are:
-# Only Stand Alone contract in status Operational
+# Stand Alone contract in status Operational
-# Only Sales Contract connected to a ''[[Glossary|Service]]'' or a ''[[Glossary|Project]]''
+# Sales Contract connected to a ''[[Glossary|Service]]'' or a ''[[Glossary|Project]]''
-# Only Timesheet with ''''operating status'''' in Approved or Declared and that has been set as ''Billable'' by the Manager. Manager set the billability of the ''[[Glossary|Timesheet]]'' setting the ''Adm. Status'' equal to "Billable"
+# Timesheet with ''''operating status'''' in Approved or Declared and that has been set as ''Billable'' by the Manager. Manager set the billability of the ''[[Glossary|Timesheet]]'' setting the ''Adm. Status'' equal to "Billable"
 ==Managing Invoice==

@@ Riga 13: / Riga 13: @@
 # ''[[Glossary|Timesheet]]''
+document eligible to be billed are:
-Only Stand Alone contract in status Operational are eligible to be billed
+# Only Stand Alone contract in status Operational
-Only Sales Contract connected to a ''[[Glossary|Service]]'' or a ''[[Glossary|Project]]'' are eligible to be billed
+# Only Sales Contract connected to a ''[[Glossary|Service]]'' or a ''[[Glossary|Project]]''
-Only Timesheet with ''''operating status'''' in Approved or Declared and that has been set as ''Billable'' by the Manager. Manager set the billability of the ''[[Glossary|Timesheet]]'' setting the ''Adm. Status'' equal to "Billable"
+# Only Timesheet with ''''operating status'''' in Approved or Declared and that has been set as ''Billable'' by the Manager. Manager set the billability of the ''[[Glossary|Timesheet]]'' setting the ''Adm. Status'' equal to "Billable"
 ==Managing Invoice==

@@ Riga 10: / Riga 10: @@
 The driver used by the system to select the document are:
 # ''[[Glossary|Stand Alone contract]]''
-# ''[[Glossary|Sales contract]]'' connected to a ''[[Glossary|Service]]'' or a ''[[Glossary|Project]]''
+# ''[[Glossary|Sales contract]]''
-# ''[[Glossary|Timesheet]]'' with ''''operating status'''' in Approved or Declared and that has been set as ''Billable'' by the Manager. Manager set the billability of the ''[[Glossary|Timesheet]]'' setting the ''Adm. Status'' equal to "Billable"
+# ''[[Glossary|Timesheet]]''
 ==Managing Invoice==

@@ Riga 9: / Riga 9: @@
 The driver used by the system to select the document are:
-''[[Glossary|Stand Alone contract]]''
+# ''[[Glossary|Stand Alone contract]]''
-''[[Glossary|Sales contract]]'' connected to a ''[[Glossary|Service]]'' or a ''[[Glossary|Project]]''
+# ''[[Glossary|Sales contract]]'' connected to a ''[[Glossary|Service]]'' or a ''[[Glossary|Project]]''
-''[[Glossary|Timesheet]]'' with ''''operating status'''' in Approved or Declared and that has been set as ''Billable'' by the Manager. Manager set the billability of the ''[[Glossary|Timesheet]]'' setting the ''Adm. Status'' equal to "Billable"
+# ''[[Glossary|Timesheet]]'' with ''''operating status'''' in Approved or Declared and that has been set as ''Billable'' by the Manager. Manager set the billability of the ''[[Glossary|Timesheet]]'' setting the ''Adm. Status'' equal to "Billable"
 ==Managing Invoice==

@@ Riga 8: / Riga 8: @@
 Billing schedule is a function that analyse the itmSUITE® database of Sales Contract and Timesheet to create the possible invoice to send at the client.
-The drive use by the system to select the document are:
+The driver used by the system to select the document are:
 ==Managing Invoice==

← Versione meno recente		Versione delle 10:55, 23 mag 2018
Riga 5:		Riga 5:

	== Create a Billing schedule ==		== Create a Billing schedule ==
		+
		+	Billing schedule is a function that analyse the itmSUITE® database of Sales Contract and Timesheet to create the possible invoice to send at the client.
		+
		+	The drive use by the system to select the document are:

	==Managing Invoice==		==Managing Invoice==

@@ Riga 14: / Riga 14: @@
 == Managing Credit Notes ==
-''[[Glossary|Credit]]'' note are created from an issued ''[[Glossary|invoice]]''
+''[[Glossary|Credit note]]'' are created from an issued ''[[Glossary|invoice]]''
 The step to create a ''[[Glossary|Credit Note]]'' are:
 # Find the Invoice
 # Create the Credit Notes

@@ Riga 1: / Riga 1: @@
 All the functions present enable an application manager to set:
 # Create a Billing schedule
-# Managing Invoice
+# Managing ''[[Glossary|Invoice]]''
-# Managing Credit Notes
+# Managing ''[[Glossary|Credit Notes]]''
 == Create a Billing schedule ==
@@ Riga 14: / Riga 14: @@
 == Managing Credit Notes ==
-Credit note are created from an issue invoice
+''[[Glossary|Credit]]'' note are created from an issued ''[[Glossary|invoice]]''
 The step to create a ''[[Glossary|Credit Note]]'' are:
-# Find the ''[[Glossary|Invoice]]''
+# Find the Invoice
 # Create the Credit Notes