Services Invoices

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Currently when processing a services order, my organization enters the open order into GP with all the open hours of services to be performed. At the month end only the hours performed are invoiced. So the qty of hours is changed to the hours to be invoiced and the order is transferred to an invoice and billed. Then a new order is entered into GP with the hours left for the order for future invoicing. Is there a way to back order and fulfill the hours performed during the month; instead of changing the hours, invoicing and re-entering the left over hours back into GP as an open order?

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Almas Mahfooz 11,009 User Group Leader on at

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What I understand and what I am thinking based on it is that, why you are not doing partial transfer of order to invoice. For example you have 100 hours of support (a service item) and only 50 hours consumed till the end of month, then you only have to those 50 hours to invoice the customer. In this way your order will left with un-consumed 50 remaining hours. See screen shot below.

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Thank you. I believe this is what I was looking for. Question. Once the Qty to Invoice is modified and the order is transferred to an invoice. Would the order remain with the original order # and the remaining hours 50.0? And the invoice would be whatever number you assign to it; such as, with your example above ORDST2235-1 with 50.0 hours billed? Does the Item Number have to be set up in a specific way for this to work?

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Almas Mahfooz 11,009 User Group Leader on at

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>>Once the Qty to Invoice is modified and the order is transferred to an invoice. Would the order remain with the original order # and the remaining hours 50.0?

Yes.

>>>>>>And the invoice would be whatever number you assign to it; such as, with your example above ORDST2235-1 with 50.0 hours billed?

Invoice number would depend of your setup for sales order processing , for example ORDST when transferred to invoice read the next available invoice number from setup table and create invoice for it. In Sales Document Detail Entry window you can get the information about origin of document like was it has been transferred from order or not. Invoice created for Order and it's master number.

>>> Does the Item Number have to be set up in a specific way for this to work?

Nops, it will work with your existing items, no need to re-define items.

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