Trigger Points at which Invoice WIP and Estimate Amounts are Flagged for Recalculation

• Trigger Points at which Invoice WIP and Estimate Amounts are Flagged for Recalculation
  • Flagging Updates are Required for a Client Invoice
  • Flagging Updates are Required for a Job Cost Invoice

WIP and estimate amounts on job cost and client invoices are kept up to date with what is happening in the job with respect to sample completion by using trigger points to flag an Invoice as requiring update. Then when an invoice or financial report is generated, the amounts are accurate and up to date.

Flagging Updates are Required for a Client Invoice

An invoice's Is WIP EST Outdated indicates whether the client invoice amounts require update.

When any of the following events occur, for each job invoice, then the associated invoice's Is WIP EST Outdated check box checked:

• A job invoice is included in a merged job invoice.
• A job invoice is changed:
  • Rebates are added or removed.
  • Surcharges are added or removed.
  • The split code is changed.
  • The price book is changed.
  • The quote is changed.
  • The currency is changed.
  • Unassigned or all samples and tests are appended.
  • The samples and tests are cleared.
  • The job invoice is saved as another job invoice.
  • The job invoice sample's Invoiceable flag is updated.
  • The job invoice scheme's Invoiceable flag is updated.
  • The he job invoice scheme analyte's Invoiceable flag is updated.
  • The job invoice sample's Use Package Price is updated.
• The invoice's Discount is updated.
• The price adjustment's Percentage Adjustment is updated for an invoice rebate, surcharge or split.
• The job or its samples are changed:
  • Samples, schemes and analytes are added to the job and automatically added to the job invoice.
  • Samples, schemes and analytes are removed from the job and removed from the job invoice.
  • A Package Price Code is added or removed from a sample scheme or sample scheme analyte (via apply/remove template pricing).
  • The job scheme's Fixed Price or job scheme analyte's Fixed Price is updated.
  • The job scheme's Price Code or job scheme analyte's Price Code is updated.
  • The job scheme's Number of Units is updated where the scheme's Price Type is Unit-Based.
  • A result is entered for a sample scheme analyte where the scheme's Price Type is Analyte-Based.
  • The Append QC or Update QC process is run.
• Changes in the Workflow Status cascade engine are made:
  • When a sample scheme analyte's Workflow Status, sample scheme's Workflow Status, sample's Workflow Status, job scheme analyte's Workflow Status, job scheme's Workflow Status or job's Workflow Status is updated.

Flagging Updates are Required for a Job Cost Invoice

A job invoice's Is Cost WIP EST Outdated indicates whether the job cost invoice amounts require update.

When any of the following events occur, then the job cost invoice's Is Cost WIP EST Outdated is selected:

• The job or its samples are changed:
  • Samples, schemes and analytes are added to the job.
  • Samples, schemes and analytes are removed from the job.
  • A Package Price Code is added or removed from a sample scheme or sample scheme analyte (via apply/remove template pricing).
  • The job scheme's Fixed Price or job scheme analyte's Fixed Price is updated.
  • The job scheme's Price Code or job scheme analyte's Price Code is updated.
  • The job scheme's Number of Units is updated where the scheme's Price Type is Unit-Based.
  • A result is entered for a sample scheme analyte where the scheme's Price Type is Analyte-Based.
  • The Append QC or Update QC process is run.
• Changes in the Workflow Status cascade engine are made:
  • When a sample scheme analyte's Workflow Status, sample scheme's Workflow Status, sample's Workflow Status, job scheme analyte's Workflow Status, job scheme's Workflow Status or job's Workflow Status is updated.