Differenze tra le versioni di "Billing Management"
Da itm wiki.
(Created page with "All the functions present enable an application manager to set: # Create a Billing schedule # Managing Invoice # Managing Credit Notes == Create a Billing schedule == ==Mana...") |
(→Create a Billing schedule) |
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| (11 versioni intermedie di uno stesso utente non sono mostrate) | |||
| Riga 1: | Riga 1: | ||
All the functions present enable an application manager to set: | All the functions present enable an application manager to set: | ||
# Create a Billing schedule | # Create a Billing schedule | ||
| − | # Managing Invoice | + | # Managing ''[[Glossary|Invoice]]'' |
| − | # Managing Credit Notes | + | # Managing ''[[Glossary|Credit Notes]]'' |
== 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 driver used by the system to select the document are: | ||
| + | # ''[[Glossary|Stand Alone contract]]'' | ||
| + | # ''[[Glossary|Sales contract]]'' | ||
| + | # ''[[Glossary|Timesheet]]'' | ||
| − | + | document eligible to be billed are: | |
| − | + | # Stand Alone contract in status Operational | |
| − | + | # Sales Contract connected to a ''[[Glossary|Service]]'' or a ''[[Glossary|Project]]'' | |
| + | # 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 ''Resources'' the ''Sales Role'' and the ''Purchase Contract''. | ||
| + | |||
| + | ==Managing Invoice== | ||
| + | |||
| + | # Create an Invoice | ||
| + | # Print the invoice | ||
| + | # Finalize an Invoice | ||
== Managing Credit Notes == | == Managing Credit Notes == | ||
| − | Find the Invoice | + | ''[[Glossary|Credit note]]'' are created from an issued ''[[Glossary|invoice]]'' |
| − | Create the Credit Notes | + | |
| + | The step to create a ''[[Glossary|Credit Note]]'' are: | ||
| + | # Find the Invoice | ||
| + | # Create the Credit Notes | ||
Versione attuale delle 12:41, 23 mag 2018
All the functions present enable an application manager to set:
- Create a Billing schedule
- Managing Invoice
- Managing Credit Notes
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 driver used by the system to select the document are:
document eligible to be billed are:
- Stand Alone contract in status Operational
- Sales Contract connected to a Service or a Project
- Timesheet with 'operating status' in Approved or Declared and that has been set as Billable by the Manager. Manager set the billability of the Timesheet setting the Adm. Status equal to "Billable"
For Invoice Timesheet hours the Administrator has to configure at Project / Service level for all the Resources the Sales Role and the Purchase Contract.
Managing Invoice
- Create an Invoice
- Print the invoice
- Finalize an Invoice
Managing Credit Notes
Credit note are created from an issued invoice
The step to create a Credit Note are:
- Find the Invoice
- Create the Credit Notes
