Use this program to create invoices for the unbilled transactions for all jobs in the jobs file.
This program only creates invoices for transactions that are not bill complete. It does not create invoices for jobs that have already billed more than the completion percentage of the total contract amount, nor if the jobs are no charge, or billing frequency is on completion and the jobs are not complete.
If an invoice exists for a job, the system does not create another invoice.
This program does not print a report. The audit trail is the Unbilled Cost Report.
1. Order
Enter whether to update in J-job number, M-manager, C-customer number, or K-job class order. Enter (CR) defaults to J.
2. Beginning Order Choice
Select the beginning order choice to update.
3. Ending Order Choice
Select the ending order choice to update.
4. Warehouse
Enter a valid warehouse code from which the jobs were created from. Entering a valid warehouse code displays the warehouse description. Enter (CR) defaults to the warehouse assigned to the terminal. F3 defaults to ALL.
5. Customer/Manager
Enter a valid customer number (or manager if customer was entered in field #1) to which the jobs were sold. Entering a valid customer displays the customer name. Enter (CR) defaults to ALL.
6. Billing Type
Enter whether the billing type the jobs must be to update is F-fixed contract, C-cost plus, T-time and materials and/or N-no charge. Enter (CR) defaults to ALL.
7. Billing Frequency
Enter whether the type of billing frequency the jobs must be to update is M-bill monthly, C-bill when complete or D-bill on demand (whenever there are invoices). Enter (CR) defaults to D.
8. Cost Type
Enter the cost type the transactions must be, in order to update. Choices are user defined in the Cost Type F/M. Enter (CR) defaults to all.
9. Cutoff Date
Enter the transaction cutoff date to update. This is the date of the original posting from the source code module. Transactions with dates after this entered date are not included. Enter (CR) defaults to NONE.