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| Note |
|---|
A task needs to be enabled in order for the customer to get Invoiced. Quantity Invoiced formula for Quantity Invoiced = Unit Quantity\Number of Invoices The billing rate is separate to the usage rate and the usage rate has to be the same values as the line that is getting credited. A product needs to be set up to be used in the credit lines generated by the pre ordered preordered contract product. See more details below. |
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| Fields | Comment |
|---|---|
| Date | You can leave the default date |
| Product | Select a product that will stand for this pre ordered contract eg Labour |
| Customer | Select the customer cardid for this pre ordered product |
| Unit Quantity | Enter the quantity to be charged and sold |
| Product Unit | This will default from the product |
| Tax Code | This will default from the product |
| Unit price ex tax | If the product has a default price then it will draw that price to the screen. This can be changed. Qty x Unit price ex tax/Invoices |
| Unit tax | This is a calculated field |
| Unit Price Inc | This is a calculated field however you can change the price Inc Tax |
| Start Date | Enter the date this pre ordered product contract is to start |
| Cycle | Select an existing count cycle from the drop down list or create a count cycle to best suit this contract. Count Cycles |
| Status | This will update once Saved, then Finalise |
| Number of Invoices | Enter the number of Invoices to be generated and charged to the customer when the task runs. This is based upon the setting on the count cycle. |
| Quantity Uninvoiced | This is a calculated field - difference between the Unit Quantity on the Preordered product and Invoiced shipment lines (based upon whether the task has run) |
| Quantity Available | This is a calculated field - difference between Unit Quanitty on the preordered product and used shipment lines on the preordered product. |
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