MoversSuite Administration > Accounting and Financial Services > Invoice Requirements
Invoice Requirements records determine whether revenue items will appear on the Orders with Revenue not Invoiced report or not. By default, all qualified orders with revenue will display on this report. It is up to administrators to override the default by creating Invoice Requirements records by combinations of Customer, Branch, and Authority.
In general, Invoice Requirement records will need to be created in order to not list records on the Orders with Revenue not Invoiced report or to allow a user the ability to edit the Invoice Requirement field Billing Information or both.
A Requirement of Van Line Bill or None will cause orders not to appear on the report while creating any Invoice Requirement record will allow a user to edit the Invoice Requirement within MoversSuite; without creating an Invoice Requirement record a user will not be able to edit the field.
The Invoice Requirement field will be editable when an Invoice Requirement record exists for the particular Company, Branch, and Authority of the order.
NOTE: The ability to override the Invoice Requirement field is only granted to users that have the Manager flag set and have Full access to both the Order Information and Revenue Entry modules for the branch of the order. These settings are described within the Security Profile Setup.
Reference the following table when managing Invoice Requirements records.
|
Field |
Description |
|
Customer |
Select a customer to be associated to the record using the drop-down selector or Customer Quick Find. This entry will be compared to that of the order found within the Customer field in Billing Information.
NOTE: Manage customer data through Microsoft Dynamics GP or through Customer Setup depending on your company configuration.
|
|
Authority |
Select an authority to be associated to this record. This entry will be compared to the Authority of the order set within Move Information. Manage authority types through Authority Setup. |
|
Branch |
Select a branch to be associated to the record. This entry will be compared to the branch of service of the order (displays in the information bar). Manages branch records through Branch Setup. |
|
Invoice Requirement Type |
Select a requirement option for the record from the following:
None Selecting None for the Invoice Requirement produces the same result as that of the Van Line Bill except that these records will not be flagged to be billed by the van line.
Required Select Required for the Invoice Requirement to display orders that match the combination of Customer, Branch, and Authority on the Orders with Revenue not Invoiced report. This option represents the default behavior of the application. These records should only exist if a company wants to grant a user permission to edit the Invoice Requirement field within Billing Information.
Van Line Bill Select Van Line Bill for the Invoice Requirement to not display orders that match the combination of Customer, Branch, and Authority on the Orders with Revenue not Invoiced report. Under this option it is assumed that the van line associated to the order will be responsible for billing the Customer.
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