Maintaining Proposal Invoices

• Maintaining Proposal Invoices
  • Editing, Previewing, Releasing, Authorising and Cancelling Proposal Invoices
  • Creation and Maintenance of Proposal Invoices

When a client requests a price for service, a proposal job is registered with samples and tests representing the service, and proposal job invoices representing the pricing. Then proposed certificate reports are generated and proposal invoices are raised to produce an example of what a report and invoice would looks like. These documents are sent to the client for accepting or rejecting of the proposed service and pricing.

Editing, Previewing, Releasing, Authorising and Cancelling Proposal Invoices

Proposal invoices proceed from having an Invoice Status of Draft through to Released, and on to Authorised, or Cancelled, in the same way as for production invoices. After release, however, proposal invoices are finalised by being marked as Sent to the client, after which it is marked as having a final state of Accepted, Rejected or Cancelled.

Proposal job invoices are used to create proposal invoices.

Creation and Maintenance of Proposal Invoices

Proposal invoices are created and maintained in much the same way as production invoices using the CCINV—Invoice application, except that proposal job invoices are used to create proposal invoices.

Proposal invoice numbers are created using a pattern and counter set on the laboratory using the CCLBRT—Laboratory application. Refer to Maintaining Invoicing Details for a Laboratory.