Create an Invoice Revaluation

Security Note: You need the Allow the user to edit the Revaluations security right in the Intelligent Reporting domain security rights group for this activity.

Activity Steps

1. Open the Revaluation Stream.
2. Right-click the Revaluation table and select New from the menu.

   Note: An invoice revaluation cannot be created if there is an unlocked revaluation in the invoice revaluation stream.

   The Revaluation displays. The default parameters on the Parameters tab are inherited from the invoice revaluation stream.

3. Update the Name if required.
4. Select the Revaluation Date. Date used as a reference date for the revaluation calculation. Only open positions up to and including this date are included. If Use Snapshot History is checked in the parameters, only despatch order snapshots and price information up to and including this date are used in the revaluation calculations. Default: Last date of the previous month.
5. Select the Parameters tab.
6. Update the revaluation parameters if required.

   Security Note: To modify the parameters, you need the Allow the user to modify parameters in revaluations security right in the Intelligent Reporting domain security rights group. See Create an Invoice Revaluation Stream for descriptions of the parameters.

7. Click Save.