Create Invoice Formats

Create invoice formats to determine how Oracle Fusion Project Billing creates invoice lines.

Configure different invoice formats for labor, nonlabor, and event invoice line items, and specify if you want to use the format for customer invoices, internal invoices, or both.

Specify how to summarize expenditure items, and the fields you want an invoice line to display. You can configure the invoice formats to include free-form text on invoice lines.

The following sections describe how you create invoice formats.

Entering Invoice Format Header Information

To create an invoice format:

1. Click Navigator > Setup and Maintenance, and search for the Manage Invoice Formats task.

2. Click the Manage Invoice Formats link.

   Use the Manage Invoice Formats page to create new invoice formats and to review, edit, or delete existing invoice formats.

3. In the Invoice Format Header section, click the Add Row icon.

4. Enter a unique name for the invoice format.

5. Select a Format Type to determine whether the invoice format is used for labor, nonlabor, or events.

6. Select a date from which the information format is available for use. Optionally, select a date to which the invoice format is available.

7. Select a grouping option to determine the fields displayed on the invoice line and how they are grouped.

8. Select the Customer Invoice check box to use an invoice format for regular contract invoices. Similarly, select the Internal Invoice check box to use an invoice format for invoices generated by intercompany and interproject contracts.

   Tip: Select both check boxes if you want to use an invoice format for both customer and internal invoices. However, the list of values for the Field Name field in the Invoice Format Details section only includes values that are valid for both options.

9. Select the Fixed Format check box to prohibit distributions from being moved to other invoices lines.

   Note: You must select this check box if you select the Internal Invoice check box.

Entering Invoice Format Details

Use the Invoice Format Details section to select the fields you want to display.

1. In the Invoice Format Details section, click the Add Row icon.

2. Enter numeric values in the Start Position and End Position columns to specify where the text in the Field Name appears on an invoice line.

3. Select the Field Name that will appear on the invoice line.

   Note: The fields available for selection are determined by your selection of the Customer Invoice and Internal Invoice check boxes in the Invoice Format Header section.

4. If you want to replace the default field name for a selected field, enter the name you want to display on the invoice line in the Text column.

5. Select the Right Justify check box to justify the value of a field to the right, for example in the case of numeric values.

6. Click Save.

7. Repeat this process for each field you want to include on invoice lines.