Editing an Invoice Request

Prerequisites

To edit an invoice request, you should have:

  • Invoice request types defined in the application

  • Bills created in the application

  • Account and Person entity defined in the application

Procedure

To edit an invoice request:

  1. Search for the invoice request in the Invoice Request screen.
  2. In the Search Results section, click the link in the Invoice Request Information column corresponding to the invoice request whose details you want to edit.
    The Invoice Request screen appears.
  3. Click the Edit button in the Invoice Request zone.

    The Edit Invoice Request screen appears. It contains the following sections:

    • Main - Used to specify basic details about the invoice request.

    • Characteristics - Used to define the characteristics for the invoice request.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Invoice Request Information Displays information about the invoice request. Not applicable
    Invoice Request Type Indicates the invoice request type using which the invoice request is created. Not applicable
    Entity Used to indicate the entity using which you want to edit an invoice request. The valid values are:

    • Account

    • Person

    Note: This field is in the read-only mode.
    		 Not applicable
    Account ID Used to indicate the account using which you want to edit an invoice request.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Account ID field. On clicking the Search icon, the Account Search window appears.

    		 Yes
    Cutoff Date Used to specify the date till when the billable charges are considered for processing the invoice request.
    Note: If the cutoff date is not mentioned, the system considers current date as the cutoff date.
    		 No
    Accounting Date Used to specify the accounting date of the bill.
    Note: If the accounting date is not mentioned, the system considers current date as the accounting date.
    		 No
    Bill Date Used to specify the processing date on which the bill is completed.
    Note:

    The bill date cannot be on or earlier than the last bill date of the account.

    If the bill date is not mentioned, the system considers current date as the bill date.

    		 No
    Comments Used to specify additional information about the invoice request. No
    Note: The Edit button appears when the invoice request is in the Draft status.
  4. Modify the details of the invoice request, if required.
  5. Define, edit, or remove characteristics of the invoice request, if required.
  6. Click Save.
    The changes made to the invoice request are saved.

Related Topics

For more information on... See...
How to search for an invoice request Searching for an Invoice Request
Invoice Request screen Invoice Request (Used for Viewing)
Invoice Request zone Invoice Request
How to define a characteristic for an invoice request Defining a Characteristic for an Invoice Request