Single, Grouped-by-Job and Combined-by-Job Invoices

There is an impact on sample counts when the invoice is a single-job invoice, grouped-by-job merged invoice or combined-by-job merged invoice.

Single-job Invoice

A single job invoice is created from one job invoice.

Tabs at the invoice level include:

Sub-tabs for jobs on the Jobs tab include:

Samples | Tests

At invoicing:

The samples and tests in the job invoice is priced using the price book attached to it.
The samples and tests in the job invoice are used to determine pricing for each job.
After the line items are presented in the invoice, the invoice then includes line items for surcharges and rebates if any are applied, then a line item for invoice discount if one is applied, and then line items for taxes if any are applied.

Grouped-by-job Merged Invoice

Where the laboratory's Group By Job is selected, when two or more job invoices that have a common client code, project code, contact code and currency are merged into one invoice, a grouped-by-job merged invoice is created.

Tabs at the invoice level include:

Sub-tabs for jobs on the Jobs tab include:

Samples | Tests | Surcharges | Rebates | Line Items

At invoicing:

The samples and tests in each job invoice is priced using the price book attached to it.
The samples and tests in the individual job invoices are used to determine pricing for each job.
After the line items are presented in the invoice, job-by-job, the invoice then includes a line item containing a sum total of all job, then line items for surcharges and rebates if any are applied, then a line item for invoice discount if one is applied, and then line items for taxes if any are applied.

Combined-by-job Merged Invoice

A merged invoice that has a combined-job pricing mode is created when two or more job invoices that have a common client code, project code, contact code and currency are merged into one invoice and the user specifies it is combined on the merge. The user can also specify it to be grouped on the merge. An invoice can toggle to either state, however a reprice must be done after this. Refer to Applying a Price Schedule by Price Type to understand how pricing is affected for merged invoice that has a combined-job pricing mode.

Tabs at the invoice level include:

Sub-tabs for jobs on the Jobs tab include:

Samples | Tests

Surcharges and rebates are the distinct set of surcharges and rebates from all component job invoices.

Taxes are taken from the primary job invoice, and can be updated or an invoice can flagged to have them applied or not.

At invoicing:

Where the invoice has a combined-job pricing mode, and:
a) the price-type is sample-based or unit based, then the primary job invoice's price book is used for pricing, and
b) the price-type is scheme-based or analyte-based, then for the related job invoice's price book is used for pricing.
Where the invoice has a combined-job pricing mode, then the quote on the primary job invoice, if one is linked from there, is used for pricing.
Where the invoice has a combined-job pricing mode, and:
a) the price-type is sample-based or unit based, then the primary job invoice's generic discount, if defined, is used for pricing, and
b) the price-type is scheme-based or analyte-based, then for the related job invoice's generic discount, if defined, is used for pricing.
Where the invoice has a combined-job pricing mode, and:
a) the price-type is sample-based or unit based, then the primary job invoice's split code, if defined, is used for pricing, and
b) the price-type is scheme-based or analyte-based, then for the related job invoice's split code, if defined, is used for pricing.
Line items are combined together from all component job invoices, as per the following rules:
- Grouped by Scheme Code, Analyte Code, Price Code, Item Price, # Analytes, then followed by the invoice line item's Sequence
- Columns to sum when combining: # Items, # Samples, Total
- Columns to blank out: Job Code (not displayed on the screen), Block Size (not displayed on the screen)
After the line items are presented in the invoice, the invoice then includes line items for surcharges and rebates if any are applied, then a line item for invoice discount if one is applied, and then line items for taxes if any are applied.

Example:

Grouped-by-job merged invoice, JOB1 is the primary job invoice and ANABASED_SCH1 has Sample-Based pricing.

Sequence	Is primary?	Job Code	Job Name	Price Book Code	Split Code	Samples and tests locked for update?

1	Y	0000b00001	JOB2	AUS_2016_LAB_1	SPLIT 30	N
2	N	000000002	JOB1	Analytical	SPLIT 10	N

Line items for JOB1:

Scheme Code	Analyte Code	#Analytes	#Samples	Up To	#Items	Item Price	Split Code	Total
ANABASED_SCH1	A1	0	1	0	1	0.30	SPLIT 30	0.30
ANABASED_SCH1	A1	0	1	1	1	0.60	SPLIT 30	0.60

Samples contributing to these line items:

Primary Analytical Type	Sample Code	Client Sample Name	Description	Product Code
Unknown	LAB_0000000001	Sample_1	Test Sample	Test Product

Line items for JOB2:

Scheme Code	Analyte Code	# Samples	Up To	# Items	Item Price	Split Code	Total
ANABASED_SCH1	A1	1	0	1	0.10	SPLIT 10	0.10
ANABASED_SCH1	A1	1	1	1	0.20	SPLIT 10	0.20
ANABASED_SCH1	A1	1	2	1	0.30	SPLIT 10	0.30

Samples contributing to these line items:

Primary Analytical Type	Sample Code	Client Sample Name	Description	Product Code
Unknown	LAB_0000000002	Sample_2	Test Sample	Test Product

If the laboratory's Group By Job check box is cleared, and the invoice is repriced, then the line items from all component job invoices are combined as per the rules noted above.

Combined line items for JOB1 + JOB2 for combined-by-job merged invoice pricing:

Scheme Code	Analyte Code	# Samples	Up To	# Items	Item Price	Split Code	Total
ANABASED_SCH1	A1	2	0	2	0.30	SPLIT 30	0.60
ANABASED_SCH1	A1	2	1	2	0.60	SPLIT 30	1.20
ANABASED_SCH1	A1	1	2	1	0.90	SPLIT 30	0.90

Samples contributing to these line items:

Primary Analytical Type	Sample Code	Client Sample Name	Description	Product Code
Unknown	LAB_0000000001	Sample_1	Test Sample	Test Product
Unknown	LAB_0000000002	Sample_2	Test Sample	Test Product