Recalculate the WIP and Estimate Amounts for Multiple Financial Report Invoices

Use this activity to recalculate the WIP and estimate amounts for multiple financial report invoices. This is applicable where the Invoice Type search criteria is selected as Production Invoice, Credit Note Invoice, Production and Credit Note Invoices or Proposal Invoice.

Activity Steps

1. Search for the relevant invoices to generate the financial report.
2. Check the selection check box on the search results rows.
3. Click Recalculate WIP / EST to display the Recalculate WIP/EST dialog box.
4. Leave the Process via the Batch Queue? check box cleared to execute the recalculation task interactively, or check the check box to execute the recalculation task on the system batch queue.
5. Click OK.

   Work-in-progress and estimate amounts are updated but invoice line items are preserved for invoices where the invoice Status is Edited, Released, Authorised, Transmitted, Sent, Accepted, Rejected, Paid, Credited, Cancelled or Booked.

   Where WIP and estimate amounts for multiple invoices are recalculated via the system batch queue:

   • Conditions for Setting Job Locks from Invoice or Financial Report
   • Conditions for Releasing Job Locks set from Invoice or Financial Report
   • The History tab on the CCINV—Invoice Update screen contains details of historical recalculations of WIP and estimate amounts for multiple invoices via the system batch queue.