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 entities 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 Invoice Request screen appears. It contains the following sections:

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

    • Characteristics - Used to define a list of 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 in the system. Not applicable
    Entity Indicates the entity for which the invoice request is created in the system. The valid values are:

    • Account

    • Person

    		 Not applicable
    Account ID Used to edit the invoice request which includes the bills of a particular account.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Account ID field. On clicking the Search icon, the Account Search window appears where you can search for the respective account.

    This field appears only when the Account option is selected from the Entity list.

    		 Yes
    Person ID Used to edit the invoice request which includes the bills of a particular person.
    Note:

    The Search (The Search Icon) icon appears corresponding to Person ID field. On clicking the Search icon, the Person Search window appears where you can search for the respective person.

    This field appears only when the Person option is selected from the Entity list.

    		 Yes
    Include Person Hierarchy Used to specify whether you want to include the accounts of all the child persons of the main person for creating the invoice request.
    Note: This field appears only when the Person option is selected from the Entity list.
    		 No
    Cutoff Date Used to specify the date till when all the billable charges are considered for processing the invoice request.
    Note: You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.
    		No
    Accounting Date Used to specify the accounting date for which the financial transaction of the bill is created.
    Note: You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.
    		No
    Bill Date Used to specify the date on which the bill is generated for the entity.
    Note:

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

    You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.

    		 No
    Processing Date Displays the date when the invoice request is processed in the system. 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 from 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