Invoice Request

The Invoice Request zone displays the details of the invoice request. It contains the following sections:

• Main - Displays basic information about the invoice request. It contains the following fields:

  Field Name	Field Description
  Invoice Request Information	Displays information about the invoice request.
  Invoice Request Type	Indicates the invoice request type using which the invoice request is created. Note: It has a link. On clicking the link, the Invoice Request Type screen appears where you can view the details of the respective invoice request type.
  Entity	Indicates the entity using which an invoice request is created.
  Account Information	Indicates the account using which an invoice request is created. Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.
  Cutoff Date	Indicates the date till when the billable charges are considered for processing the invoice request. Note: This field is applicable only for Entity Type as Account.
  Accounting Date	Indicates the accounting date for which the financial transaction of the bill is created.
  Bill Date	Indicates the date when the bill is completed. Note: The bill date must not be equal to or earlier than the last bill date of the account for which the invoice request is generated.
  Processing Date	Indicates the date when the invoice request is processed. Note: Processing Date = Invoice Request Creation Date + Wait Day + Work Days
  Status	Indicates the status of the invoice request. The valid values are: Draft Account Derivation Pending Submitted Approval In Progress Approved Deferred Processing Deferred Processing - Batch Rejected Cancelled Error Processing Processed Return to Submitter
  Status Reason	Indicates the reason why the status of the invoice request is changed. Note: It has a link. On clicking the link, the Status Reason screen appears where you can view the details of the respective status.

• Characteristics - Lists the characteristics defined for the invoice request. It contains the following columns:

  Column Name	Column Description
  Effective Date	Displays the date from when the characteristic is effective for the invoice request.
  Characteristic Type	Indicates the characteristic type.
  Characteristic Value	Displays the value of the characteristic type.

• Record Actions - This section contains the following buttons:

  Button Name	Button Description
  Edit	Used to edit the details of the invoice request. Note: The Edit button appears when the invoice request is in the Draft status.
  Delete	Used to delete the invoice request. Note: The Delete button appears when the invoice request is in the Draft status.
  Submit	Used to submit the invoice request. Note: The Submit button appears when the invoice request is in the Draft status.
  Cancel	Used to cancel the invoice request. Note: The Cancel button appears when the invoice request is in the Deferred Processing Batch status.
  Approve	Used to approve the invoice request. Note: The Approve button appears when: The invoice request is in the Approval In Progress status. A user with the approval To Do role is reviewing the invoice request.
  Reject	Used to reject the invoice request. Note: The Reject button appears when: The invoice request is in the Approval In Progress status. A user with the approval To Do role is reviewing the invoice request.
  Re Submit	Used to request for resubmitting the invoice request. Note: The Re Submit button appears when: The invoice request is in the Approval In Progress status. A user with the approval To Do role is reviewing the invoice request.

• Record Information - This section contains the following fields:

  Field Name	Field Description
  Business Object	Indicates the business object using which the invoice request is created. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.
  Status Date/Time	Displays the date and time when the invoice request status is updated.
  Create Date/Time	Displays the date and time when the invoice request is created.

• External Reference - Lists the external references defined for the invoice request. This section contains the following columns:

  Note: This section appears when the invoice request is in the Deferred Processing Batch or Canceled status.

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