Setting Up Invoice Print Version Cross-References
Access the Invoice Print Version Cross Reference Revisions form.
If you want the system to find this invoice print version by key type and table key combination, complete the Key Type, Table Key, Con Typ, (contract type) and Contract Co (contract company) fields. The system completes the Key Type Description and Table Key Description fields. The invoice format code and format code description are not used when you enter a key type and table key combination. The contract type and contract company are used only with key type 3 (contract number) and key type 4 (parent contract number).
If you want the system to find the invoice print version by invoice format code, complete the Invoice Fmt Code (invoice format code) and Format Code Description fields. The system completes the Key Type, Key Type Description, Table Key, and Table Key Description fields.
- UBE Name (universal batch engine name)
Enter the object name of the invoice print program.
- Invoice Type
Enter an alphanumeric code to identify different versions of the same invoice format. For example, you might use the codes D and F to differentiate draft formats from final invoice formats.
- Version Name
Enter the version number for the invoice print program. Version numbers identify a specific set of data selection and sequencing settings for the application. Versions can be named using any combination of alpha and numeric characters. Versions that begin with XJDE or ZJDE are set up preconfigured.
- Workfile Detail Selection
Enter a code to determine which Workfile or Workfile History records will be processed as individual line items during invoice printing.
- Key Type
Enter a code that the system uses in combination with the table key to locate and validate the source and workfile transactions against the various tables and user-defined codes in Contract and Service Billing.
The key type codes and their related tables or user-defined codes are:
1: Work Order number - F4801
2: Consulting Service Type - User Defined Code (00/W7)
3: Contract number - F5201
4: Parent contract number - F5201
5: Customer - F0101
6: Job or business unit - F0006
7: Job class - User Defined Code (00/11)
8: Company - F0010
9: Default
- Table Key
Enter a value that the system uses in combination with the key type to locate and validate workfile transactions against the various tables in Contract and Service Billing. The value that you enter in the Key Type field determines the values for the Table Key field. For example, if you specify the key type for work order number (1), you must enter a valid work order number from the Work Order Master File table (F4801) in the Table Key field. The key type that you specify also controls the search window that you access from the Table Key field when you use the search button. For example, when you select key type 1, you can use the search button for the Table Key field to access the Work Order Search window. With key type 2, you access the User Defined Codes window for work order class.
- Con Typ (contract type)
Enter R2 to identify a Contract Billing document. This code indicates the origin of the transaction.
- Contract Co (contract company)
Enter the company number for the document. This number, along with order number and order type, uniquely identifies an order document (such as a purchase order, a contract, a sales order, and so on).
If you use the Next Numbers by Company/Fiscal Year feature, the system uses the order company to retrieve the correct next number for that company. If two or more order documents have the same order number and order type, the order company lets you locate the desired document.
If you use standard next numbers, the order company is not used to assign a next number. In this case, you probably would not use the order company to locate the document.
- Invoice Fmt Code (invoice format code)
Enter a code that uniquely identifies a series of formats and determines the overall layout of the invoice.