Transmit an Authorised Production Invoice

Use this activity to transmit an authorised production invoice, to indicate that the invoice is now ready to be booked into the external accounting system.

This activity can only be performed on a production invoice with an Invoice Status of Authorised.

Activity Steps

1. Access the CCINV—Invoice application from the main menu or quick launch to display the CCINV—Search Invoice screen.
2. Select Display Currency as the invoice or laboratory currency.
3. Select Sort Order on to pre-set the order of the records in the grid.
4. Enter the Biofield Code search criteria. Note that biofields are filtered by those with org-scope that have either no line of business defined, or a line of business matching one of the laboratory's lines of business, or by those with lab-scope.
5. Enter other relevant search criteria and click Search. (All codes, enumerations and Job Name fields are case-sensitive for searching.)

   Invoices that match the criteria display in the grid, and show the relevant job invoice for single-job invoices, and the primary job invoice for merged invoices.

   Only production, internal and proposal jobs can be searched. Laboratory batch, template, schedule and draft jobs cannot be searched.

   Depending upon the selected Display Currency, the various invoice amounts are either displayed in the invoice's Currency as they appear in the invoice, or are converted to the laboratory's Currency and displayed. Exchange rates, as configured in the MSECUR—Currency application are applied, such that, if the invoice's Invoice Status is Authorised, the exchange rate with a date window that matches the invoice's Authorised Date is used, otherwise if the invoice's Invoice Status is anything else, the latest exchange rate is used.

6. Double-click the required production invoice to display the CCINV—Invoice Detail screen.
7. Click Transmit.

   The production invoice's Invoice Status is set to Transmitted.