In a Project Invoice we have the lines tab and that tab has the ability to add a new line. When we do add a new line, the only thing we can add is an item no and description. What is the purpose of this ability?
Thank you
Patrick
What is the use and purpose of the ability to add a new line to a project invoice
Hi
The ability to add new lines to project invoices in IFS serves several purposes. When creating a project invoice using the invoicing plan, you can adjust or add new lines to the preliminary invoice. Here are some scenarios:
- Invoicing Plan Adjustments:
- If you need to modify the invoice based on the project plan (e.g., additional items, corrections, or changes), you can add new lines to the preliminary invoice.
- These adjustments might involve project-specific transactions or costs.
- If the new lines are part of the project invoice plan, consider deleting the existing preliminary invoice and starting over.
- Alternatively, if they are project transactions, you can use the “Add to Invoice” option1.
- Discount Lines:
- To apply a fixed discount to a project invoice, you can create a negative sales price in the invoicing plan or project cost registration.
- However, ensure that the discount appears correctly on invoice2.
- Remember that the ability to add new lines allows flexibility in adjusting project invoices and accommodating specific requirements.
Best Regards,
Tharindu
Thank you @Tharindu,
On the first bullet…. when I create a new line I get this:
The only field I can put data into is the description and the Correction Reason field (not shown on this screenshot). There does not seem to be a way to add anything reasonable to the invoice lines. Am I seeing things correctly?
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.