Invoice Formats

An invoice format determines how Oracle Fusion Cloud Project Management creates an invoice line. You can define different 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.

Additionally, you can specify how you want to summarize expenditure items, and the fields you want an invoice line to display. You can also include free-form text on an invoice line.

You can use customer invoice formats only for regular contract invoices, and internal invoice formats only for invoices generated by intercompany and interproject contracts. You can also use an invoice format for both customer and internal invoices.

You configure the following components of an invoice format:

• Format type

• From and to dates

• Grouping option

• Customer or internal invoice option

• Fixed format

• Start and end position

• Text column

Format Type

The format type controls the invoice formats you see for labor, nonlabor and events when you enter invoice formats using the Projects window.

From and To Dates

The from and to dates determine the period during which the invoice format is active.

Grouping Option

A grouping option specifies the way invoice distribution lines are grouped together to form an invoice line.

Customer or Internal Invoice Option

If you are using intercompany or interproject billing, create an internal invoice format to summarize cross-charge transactions. Depending on the requirements of the receiver business units, you may need to define several internal invoice formats. All internal formats automatically have a fixed format.

If you create an internal invoice format, you must select contract line as an attribute. This is to ensure that no two contract lines can be combined into a single invoice line, as they could be tied to different receiver projects or tasks, and would need to be created as separate invoice lines to post to the correct receiver project or task.

Although one invoice format can support both customer and internal invoices, the list of values for the Field Name only includes those values that are shared by the two formats.

Fixed Format

A fixed format prohibits distributions from being moved to other invoice lines. Intercompany and interproject invoices must have a fixed format.

Start and End Positions

The start and end positions are values between 1 and 240 that specify where the text in the Field Name appears on the invoice line.

Text Column

Enter the text in this column that you want to display on the invoice.