The procedure to add detail lines to a contractor invoice is as follows:
- Navigate to Quick Menu > Repairs > Finance > Invoice Details. The Invoice Details window is displayed.
- Expand the relevant progression status, contractor name and classification type headings before selecting a specific invoice from the hierarchical list, or type its reference into the Search Invoices field. By default the list is filtered to show Open invoice records. An alternative filter can be applied using the Select view drop-down field: Posted, Cancelled or All
1.
- Click on Details. The Details tab is activated.
- Click on New Line. The Search window is displayed.
- Using the Type drop-down field, select the focus area for the search - Inspection, Task, Work Package or Works Order - together with additional criteria relevant to the target records and click on Search. The Search window is displayed, revealing a list of matching entries in the results grid.
- Multi-select each item to be included on the invoice using the adjacent Select tick box, or click on Search to enter alternative criteria.
- Click on Add to assign the subset of selected lines to the invoice and continue with new or revised Search criteria.
- Click on Confirm. All selected items from each search iteration are displayed in the Detail Lines summary table.
- Where appropriate, click on the Header tab and update the Number of items value on the invoice header to match the number of lines added to the invoice.
- Click on Save 2.
Note
1 The Search Invoices field will match against any associated element of the invoice record i.e. status progression value, contractor name, or reference number.
2 Where the total number of lines does not match the number of items held in the invoice header, a visual alert is displayed; these values must agree before the invoice can be authorised.
See related topics...
Repairs invoice management overview
To raise a new contractor invoice
To import invoice detail lines from a contractor statement
