Recalculate the WIP and Estimate Amounts for Multiple Invoices

Use this activity to recalculate the work-in-progress (WIP) and estimate amounts for multiple invoices.

Various trigger points exist at which invoice WIP and estimate amounts are flagged as outdated, therefore requiring the WIP and estimate amounts to be recalculated. Until a re-calculation is done, WIP and estimate amounts may not reflect the actual state of the job/s associated with an invoice.

Activity Steps

1. Search for the invoice.

   When invoices are returned from a search, an invoice's Is WIP Est Outdated check box indicates whether the WIP and estimate amounts need to be updated for an invoice. When WIP and estimate amounts are updated for an invoice, this flag is reset.

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 Process via the Batch Queue 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.

   Invoice line items are preserved for invoices where the invoice's Status is Edited, Released, Authorised, Transmitted, Sent, Accepted, Rejected, Paid, Credited, Cancelled or Booked.

   Otherwise, WIP and estimate amounts are updated. The invoice line items are extracted for the report in the invoice's Locale, and the LANGUAGE variable for the report, available in the DSC, is set to the invoice’s Locale.

   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.