Differenze tra le versioni di "Billing Management"

Da itm wiki.
(Create a Billing schedule)
(Create a Billing schedule)
 
(3 versioni intermedie di uno stesso utente non sono mostrate)
Riga 10: Riga 10:
 
The driver used by the system to select the document are:
 
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]]''  
# ''[[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]]''  
 +
 
 +
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==
 
==Managing Invoice==

Versione attuale delle 12:41, 23 mag 2018

All the functions present enable an application manager to set:

  1. Create a Billing schedule
  2. Managing Invoice
  3. 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:

  1. Stand Alone contract
  2. Sales contract
  3. Timesheet

document eligible to be billed are:

  1. Stand Alone contract in status Operational
  2. Sales Contract connected to a Service or a Project
  3. 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

  1. Create an Invoice
  2. Print the invoice
  3. Finalize an Invoice

Managing Credit Notes

Credit note are created from an issued invoice

The step to create a Credit Note are:

  1. Find the Invoice
  2. Create the Credit Notes