Mark a Job Invoice as the Primary Job Invoice in an Invoice

Use this activity to mark a job invoice as the primary job invoice in an invoice.

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

The first job invoice in the selected set of job invoices becomes the primary job invoice when a merged draft invoice is created. Only one job invoice can be the primary job invoice, and one job invoice MUST be the primary job invoice.

Where an invoice contains a single job invoice or multiple job invoices merged using a combine-by-job pricing mode, then the primary job invoice affects which price book, quote, job invoice generic discount and split code, if any, is applied on the generated line items in the invoice.

A reprice of the invoice must be completed if any property that affects the line items is updated. Clicking the Generate Invoice button does not cause the invoice to be re-calculated, it merely creates the invoice documents.

Activity Steps

1. Proceed to review the job invoices in a initial or draft state invoice.

   Job invoices associated with the invoice display in the grid.

2. Select the row containing the job invoice.
3. Click the Mark Job Invoice as Primary row flow option.

   Is Primary for the selected job invoice is now checked.

4. Click OK.

   The invoice is updated to use the price book, quote and split code associated with the newly selected primary job invoice. Taxes are cleared and inherited from the newly selected primary job invoice.

5. Ensure to reprice the invoice as this activity sets the Is WIP/EST Outdated state of the invoice to true.