Skip to main content
Solved

Generating Invoice Preview through Generate Invoice preview Window

D
Sidekick (Employee)
Forum|alt.badge.img+4

Hi, 
I’m having troubles generating invoice preview for a service contract. The following error message is coming. Want to know the missing steps. 

 


For the service contract I have connected a work order and Sales lines are there for the work order. 
When I check the invoice preview no invoices has been created for the sales lines either.  

Steps. 
1. Go to window Generate Invoice preview. 
2. Select the customer, site, Service contract pre created.
3. Click OK 

Please help 
Thank you

Best answer by Thilini Kumarasinghe

Hi Dhananji,

 

Since the issue is related to customization, you will need to check the specification. However kindly follow below steps  to get rid of the error and create invoice preview.

 

  1. Select the service contract you have created.
  2. In the services tab, fill the mandatory details and in addition enter, invoice type = resources used, invoice on = work task, work task status =  reported, cust order type = SEO, Select “Create order in released state” (customized).
  3. In Scope tab, enter an object id as well.
  4. Activate the contract.
  5. Now create a service request for the same customer used in the service contract, enter the same object and service contract details.
  6. Navigate to prepare workorder form using “Prepare” option.
  7. Add a work task, release it.
  8. Enter an sales line  (You may report time and make sure the sales line created has sales part connected and the state is Invoiceable).
  9. Set the task to reported.
  10. Now try to create invoice preview.

 

Hope this will answer your query.

 

Best Regards,

Thilini

View original
Did this topic help you find an answer to your question?
This topic has been closed for comments

4 replies

Thilini Kumarasinghe
Ultimate Hero (Employee)
Forum|alt.badge.img+21

Hi Dhananji,

 

Can I know whether this error is related to the core functionality or do you observe this in a customer environment, where customizations are available ?

 

Best Regards,

Thilini

www.linkedin.com/in/thilini-kumarasinghe-7ab61b78
R
1 person likes this
  • R
    Ravintheja Hettiarachchi
D
Sidekick (Employee)
Forum|alt.badge.img+4

Hi Thilini, 

I observed in the customer, customization available environment. In the core environment for Generate Invoice Preview , selection of the service contract is not possible. 

 

R
1 person likes this
  • R
    Ravintheja Hettiarachchi
Thilini Kumarasinghe
Ultimate Hero (Employee)
Forum|alt.badge.img+21

Hi Dhananji,

 

Since the issue is related to customization, you will need to check the specification. However kindly follow below steps  to get rid of the error and create invoice preview.

 

  1. Select the service contract you have created.
  2. In the services tab, fill the mandatory details and in addition enter, invoice type = resources used, invoice on = work task, work task status =  reported, cust order type = SEO, Select “Create order in released state” (customized).
  3. In Scope tab, enter an object id as well.
  4. Activate the contract.
  5. Now create a service request for the same customer used in the service contract, enter the same object and service contract details.
  6. Navigate to prepare workorder form using “Prepare” option.
  7. Add a work task, release it.
  8. Enter an sales line  (You may report time and make sure the sales line created has sales part connected and the state is Invoiceable).
  9. Set the task to reported.
  10. Now try to create invoice preview.

 

Hope this will answer your query.

 

Best Regards,

Thilini

www.linkedin.com/in/thilini-kumarasinghe-7ab61b78
Sudheera Nimalshantha
D
D
3 people like this
  • Sudheera Nimalshantha
    Sudheera Nimalshantha
  • D
    Dhananji Karunaratne
  • D
    Dinith Pathirage
D
Sidekick (Employee)
Forum|alt.badge.img+4

@Thilini Kumarasinghe  Thank you for the information. :)

Terms & ConditionsCookie settings

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings