Editing Invoices

• Editing Invoices
  • Configuration of the Invoice Items Grid
  • Restrictions on Edited Invoices

Invoices are edited to allow for the editing of line items of a draft invoice, appending of new line items, and removal of line items.

Only invoices with an Invoice Status of Draft are editable.

When an invoice is marked as edited, its Invoice Status is set to Edited, and its prices are no longer taken from the pricing engine but are 'as is' in the invoice line items, and can be edited.

When an invoice is repriced, a snapshot of estimate prices (calculated by the pricing engine from the invoice, job and price book details) are persisted into invoice line items. A reprice removes any changes made to invoice line items since a reprice re-calculates the invoice line items from first principles. Any changes made to the linked price book, price schedules, price codes in the job, samples and tests added to or removed from the job, job invoices added or removed (for a merged invoice), whether samples or tests are invoiceable, workflow statuses in the job, number of units on a job scheme (affects unit-based pricing), numeric final values of results in the job (affects analyte-based pricing), are reflected in the newly generated line items.

Line items can be added to an edited invoice for a selected scheme or analyte. If the Price Code from the scheme or scheme version analyte, as per the scheme's Price Type, exists in the invoice's Price Book, then the new invoice line item is appended or inserted, as required, and uses the currency set for the invoice.

Configuration of the Invoice Items Grid

The INVOICE_GRID_SCHEME_HDR_FIELD and INVOICE_GRID_ANALYTE_HDR_FIELD application preferences can be configured to set the headers for the scheme and analyte columns of the invoice items grid.

The CCPREF—Preference application is used to set preferences. This application is accessed using the System Setup » Laboratories and Application Setup » Application Preferences menu option.

Restrictions on Edited Invoices

When an invoice is in an edited state, its project code, contact code, discount, description, email and template can be updated, miscellaneous line items can be added or removed, and the invoice can be deleted.

An edited invoice can be repriced or released. Refer to Maintaining Invoices and Releasing Invoices.

To revert the edits to an invoice and retake the pricing from the pricing engine, a reprice needs to be performed.

When an invoice is repriced, a snapshot of estimate prices (calculated by the pricing engine from the invoice, job and price book details) are persisted into invoice line items. A reprice removes any changes made to invoice line items since a reprice re-calculates the invoice line items from first principles. Any changes made to the linked price book, price schedules, price codes in the job, samples and tests added to or removed from the job, job invoices added or removed (for a merged invoice), whether samples or tests are invoiceable, workflow statuses in the job, number of units on a job scheme (affects unit-based pricing), numeric final values of results in the job (affects analyte-based pricing), are reflected in the newly generated line items.