Change the Pricing Mode of a Merged Invoice

Use this activity to change the pricing mode of a merged invoice.

This activity can be performed only on an invoice with an Invoice Status of Draft or Edited.

This activity is rejected where any related job is locked by another user.

Note: A reprice is done as part of changing the pricing mode, to reflect the new pricing structure.

When changing the pricing mode of a merged invoice, whether it be an invoice comprised of a single job invoice or multiple job invoices in combined or merged mode, then the ChangeMode service ensures that the invoice line items display in the invoice's Locale.

You can choose whether to execute a change pricing mode task interactively or as a CCBINVCPM batch job on the system batch queue. Refer to Maintaining Schedules and Batch Job Executions, Conditions for Setting Job Locks from Invoice or Financial Report and Conditions for Releasing Job Locks set from Invoice or Financial Report.

Activity Steps

  1. Proceed to update the invoice, and during this action, include the following steps.
  2. Click Change Pricing Mode to display the Change pricing mode dialog box.
  3. Leave the Process via the Batch Queue check box cleared to execute the change pricing mode task interactively, or check the check box to execute the change pricing mode task on the system batch queue.
  4. Click OK.

    Where the invoice is a merged-job invoice with a combined-by-job pricing mode, or a single-job invoice, then the Line Items tab is displayed at invoice level, and the line items are recalculated and displayed under each job invoice.

    Where the invoice is a merged-job invoice with a grouped-by-job pricing mode, then the Line Items tab is displayed under the job invoice, and the line items are recalculated and displayed at invoice level.

    Where the pricing mode of a merged invoice is changed via the system batch queue: