Configure invoicing details for a laboratory
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Access the CCLBRT—Laboratory application from the main menu or quick launch to display the CCLBRT—Search Laboratory screen.
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Enter the relevant search criteria and click Search to display laboratories that match the criteria.
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Open the required laboratory to display the CCLBRT—Laboratory Detail screen.
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Select the Invoicing tab.
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Select the Currency.
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Select the Default Price Catalogue Group.
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Select the Merge Invoice Pricing Mode.
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Check Update Job Invoices Upon Activation, as required.
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Check Invoice Duplicates, Invoice Standards, Invoice Replicates, Invoice Blanks and Invoice Spikes, as required, to specify the types of QC samples that are invoiceable by default.
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Select the Proposal Estimate Invoice Template, Proposal WIP Invoice Template and Proposal Invoice Template.
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Select the Invoice Estimate Template, Invoice WIP Template, Detail Invoice Template and Summary Invoice Template.
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Select Credit Note Template.
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Enter the following details to configure invoice numbering for proposal invoices:
Proposal Invoice Pattern
Proposal Invoice Last Used Number
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Enter the following details to configure invoice numbering for production invoices:
Invoice Number Pattern
Invoice Last Used Number
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Enter the following details to configure invoice numbering for credit notes:
Credit Note Pattern
Credit Note Last Used Number
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Enter the following details to configure quote numbering:
Quote Code Pattern
Quote Last Used Number
- Enter the following details to configuring invoice emailing:
Invoice Email From
Invoice Email BCC
Invoice Email Subject
Invoice Email Body
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Check Auto-Authorise Invoices, Auto-Transmit Invoices, Auto-Book Invoices and Auto-Book Credit Notes, as required.
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Click Submit.
