Update an Invoice
Use this activity to update an invoice.
This allows certain properties of the invoice to be updated, based upon the status of the invoice.
|
Invoice Status |
Initial |
Draft |
Edited |
All other statuses |
|---|---|---|---|---|
|
The invoice template can be updated. |
Yes |
Yes |
Yes |
Yes |
|
The invoice can be deleted. |
Yes |
Yes |
Yes |
No |
|
Project code, contact code, discount, description, email can be updated. |
Yes |
Yes |
Yes |
No |
|
Taxes can be ignored. |
Yes |
Yes |
No |
No |
|
Surcharges, rebates and taxes can be added or removed. |
Yes |
Yes |
No |
No |
|
Job invoices can be added or removed. Note that the job invoice that is flagged as the primary job invoice cannot be removed, however another job invoice can be made to be the primary job invoice. Removing all of the job invoices except the primary job invoice is equivalent to de-merging an invoice. |
Yes |
Yes |
No |
No |
|
Quote code, generic discount, price book code and split code can be updated on a job invoice. |
Yes |
Yes |
No |
No |
|
Whether samples and tests are locked for update can be updated on a job invoice. Samples and tests, including the invoice sample grid, can be updated on a job invoice as long as the job invoice does not have its samples and tests locked for update. |
Yes |
Yes |
No |
No |
|
Currency can be updated on a job invoice. |
Yes |
No |
No |
No |
|
Miscellaneous line items and line items can be added or removed. |
No |
No |
Yes |
No |
Activity Steps
- Search for the invoice.
- Open the required invoice to display the CCINV—Invoice Detail screen.
If job locks exist for the same job because a job is open in the CCREGN—Job application or an invoice is open in the CCINV—Invoice application, or job scheme locks exist for the same job scheme because a workbook is loaded or reloaded in the CCWKOP—Open Workbook or CCWKOPTRAN—Open Transposed Workbook applications, and the locks are still active, then the invoice is displayed as read-only.
- Conditions for Setting Job Locks from Invoice or Financial Report
- Conditions for Releasing Job Locks set from Invoice or Financial Report
Update the fields, as required.
Note: The Invoice Number, Invoice Status, Invoice Type, Currency, Client Code and Merged fields cannot be updated.
- Click Submit.
The invoice is updated.
The invoice update event is audited when job invoice's quote code, price book code, split code, samples and tests locked for update check box fields are updated, when surcharges or rebates are added or removed, when samples and tests are appended or cleared, when the invoice's invoice status is changed, when the invoice is repriced, or when an invoice document is created and distributed.
The invoice update event is audited.
Effect on the Invoice Display when Job or Job Scheme Locks Exist
If job locks exist for the same job because a job is open in the CCREGN—Job application or an invoice is open in the CCINV—Invoice application, or job scheme locks exist for the same job scheme because a workbook is loaded or reloaded in the CCWKOP—Open Workbook or CCWKOPTRAN—Open Transposed Workbook applications, and the locks are still active, then the invoice is displayed as read-only.
When a CCCLEANER batch job is run on the system batch queue, then job and job scheme locks with a populated LOCK_DATE time-stamp > 28 days are deleted from the CCLOCK table. Refer to Maintaining Schedules and Batch Job Executions.
