Calculate and Preview Invoice Line Items

This activity is applicable to all document types.

Security Note: You need the Allow invoice maintenance security right in the Contracts domain security rights group for this activity.

Activity Steps

  1. Open the Sales Invoice, Credit Note, Purchase Invoice, Purchase Credit Note, Demurrage Invoice, Freight Invoice, Freight Commission Invoice, Freight Demurrage Invoice, Freight Demurrage Commission Invoice, Service Invoice or Service Demurrage Invoice.
  2. Select the Preview tab.
  3. Click Recalculate.

    The invoice line items display.

    If the invoice is not an accrual invoice, the invoice is generated with the next invoice iteration number. If the invoice has reached the maximum iterations as defined for the invoice iteration type, the invoice cannot be generated. See Set up Invoice Iteration Types.

    Note: If there is any data missing that is required to calculate an invoice line item, a short error message in red text displays in the relevant invoice line. For example, a quotation period might not be specified for the specific invoice iteration type, or an exchange rate may be missing for a required date. After correcting the error or entering missing data, recalculate the invoice to determine if the problem has been fixed. You can also click Recalculate after overriding data in the invoice.

  4. For bricked contracts, or for contracts where the pricing calculation is by quotation pricing line (rather than by quotation pricing header), click Show Details to preview detailed line items if required.
  5. To view the calculation log for a line item:
    1. Right-click the invoice line item and select Show Log from the menu.

      The Invoice Log displays.

      On the Report tab, the appropriate Template is preselected. Templates can be XSLT, HTM or HTML files, and can be specific to an invoice line item type. Default: A specific template if available. Otherwise, GenericInvoiceLineItem.xslt, assuming it is available in the InvoiceReportTemplatePath specified in the MineMarket Service Config application.

    2. To view the XML-formatted log file, select the Log Data tab.
  6. Click Save.