Differenze tra le versioni di "Billing Management"

Da itm wiki.
(Create a Billing schedule)
Riga 9: Riga 9:
  
 
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]]''
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# ''[[Glossary|Stand Alone contract]]''
''[[Glossary|Sales contract]]'' connected to a ''[[Glossary|Service]]'' or a ''[[Glossary|Project]]''
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# ''[[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"  
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# ''[[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==
 
==Managing Invoice==

Versione delle 11:03, 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 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"

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