Invoice Request

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

• Main - The Main section 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 in the system. 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 for which the invoice request is created in the system. The valid values are: Account Person
  Account Information	Displays information about the account for which the invoice request is created in the system. Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account. This field appears only when you are viewing the invoice request details of an account.
  Person Information	Displays information about the person for whose accounts the invoice request is created in the system. Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person. This field appears only when you are viewing the invoice request details of a person.
  Include Person Hierarchy	Indicates whether the accounts of the child persons of the main person are included for processing the invoice request. Note: This field appears only when you are viewing the invoice request details of a person.
  Cutoff Date	Displays the date till when all the billable charges are considered for processing the invoice request.
  Accounting Date	Displays the accounting date for which the financial transaction of the bill is created.
  Bill Date	Displays the date on which the bill is generated. 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 current status of the invoice request. The valid values are: Account Derivation Pending Approved Approval In Progress Cancelled Deferred Processing Deferred Processing - Batch Draft Error Processed Rejected Submitted Processing 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. This field appears only when you select canceled option from the status list.
  Comments	Displays additional information about the invoice request. Note: This field appears only when the invoice request is in the Processed status.

• Characteristics - The Characteristics section 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 - The Record Actions section contains the following buttons:

  Button Name	Button Description
  Edit	Used to edit the details of the invoice request. Note: The Edit button appears only when the invoice request is in the Draft status.
  Delete	Used to delete the invoice request. Note: The Delete button appears only when the invoice request is in the Draft status.
  Submit	Used to submit the invoice request for approval. Note: The Submit button appears only 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 the user for resubmitting the invoice request for approval. 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 - The Record Information section contains the following fields:

  Field Name	Field Description
  Business Object	Indicates the business object using which the invoice request is created in the system. In addition, this column has a context menu () icon appears corresponding to this column 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 - The External Reference section lists the external references using which the invoice request is created in the system. It contains the following columns:

  Column Name	Column Description
  External Reference Type	Indicates the external reference type using which the invoice request is created for the external references. The valid values are: Membership Policy Note: The value in this field appears only when you are viewing the invoice request details of an account which belongs to the health insurance business and is created using an external reference.
  External Reference Information	Displays information about the external reference for the invoice request. Note: It has a link. On clicking the link, the Policy screen appears with the details of the respective policy. The value in this field appears only when you are viewing the invoice request details of an account which belongs to the health insurance business and is created using an external reference.

• Statistics - The Statistics section displays information about the records generated while processing the invoice request. It contains the following fields:

  Field Name	Field Description
  Total Records	Displays the total number of records that were considered for processing the invoice request.
  Processed Records	Displays the number of records that were processed while processing the invoice request.
  Total Bills Created	Displays the total number of bills generated for the accounts considered for processing the invoice request.
  Excluded Records	Displays the number of records that were excluded from the invoice request generation process.
  Error Records	Displays the number of records which are in the error status.
  Processing Records	Displays the number of records in the invoice request which are still under the generation process.
  Pending Records	Displays the number of records that are pending to be processed for the invoice request generation process.

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