Create a Draft Invoice from a Single Job Invoice

Use this activity to create a draft invoice from a single job invoice.

This activity can be performed only on an invoice with an Invoice Status of Initial.

Activity Steps

1. Proceed to update an initial state invoice, and during this action, include the following steps.
2. Click Create Draft.

   Restrictions on drafting the invoice:

   • If the invoice's Invoice Status is something other than Initial, then the action does not proceed.
   • If the invoice is associated with a job that has a Workflow Status of Finalised, then the action does not proceed.
   • Note that, if the invoice is associated with a job whose Workflow Status is Cancelled, then all invoice processes are still available, so that the invoice can be raised.
   • If no errors are raised, then the invoice is drafted.

   A warning is given if the job invoice does not have samples and tests assigned.

   When an invoice is drafted, the invoice Invoice Status is set to Draft.

   The invoice's currency is set to the job invoice's currency, and the invoice's line items are generated using that currency. The invoice displays the Exchange Rate to convert from the invoice's Currency to the laboratory's Currency, based on the Exchange Rate of the primary job invoice in the invoice.

   When a job invoice is created or when the job invoice's Project Code is updated, where the job invoice's Project Code is not defined or the job invoice's Project Code is defined but the project does not have a Discount, then the job invoice's Discount defaults from the client, otherwise it defaults from the project. The discount is updatable on the job invoice. When a draft invoice is created from a single job invoice, then the invoice's Discount defaults from the job invoice. When a draft invoice is created by merging multiple job invoices, then the invoice's Discount defaults to the primary job invoice. When the invoice's Project Code is updated, where the invoice's Project Code is not defined or the invoice's Project Code is defined but the project does not have a Discount, then the invoice's Discount defaults from the client, otherwise it defaults from the project.

   The Description on the invoice header is set to the description of the job invoice in the invoice, and Email To defaults to the contact's email address.

Where an invoice contains multiple job invoices merged using a grouped-by-job pricing mode (Merge Invoices), then the number of entities used to determine scaled pricing is counted for each individual job, such that, the Surcharge, Rebate and Line Items tabs appear under each job invoice in the invoice.

Where an invoice contains a single job invoice, or multiple job invoices merged using a combined-by-job pricing mode (Combine Invoices), then the number of entities used to determined scaled pricing is totalled across all jobs to gain a pricing benefit, such that, Surcharge, Rebate and Line Items tabs appear at the invoice level.