SM Invoice Review Form
Use the SM Invoice Review form to edit, preview, and post SM invoices for customer work orders.
You can access this form using any of the following methods:
In SM Work Orders, click the Bill WO button (new invoices) or double-click an existing invoice in the Invoices grid.
- In SM Work Order Billing, select the Bill check box for the desired work order and click the Launch Invoice Review button.
- In SM Work Completed Equipment, SM Work Completed Labor, SM Work Completed Misc, SM Work Completed Inventory, or SM Work Completed Purchase, click the Edit Invoice button.
- In SM Customers or SM Service Sites, select the Invoice grid and then double-click on a selected Work Order invoice.
- In SM Invoices, double-click on the desired Work Order invoice in the grid.
For most customer work orders, invoices can only be created once you have captured work completed, since work completed lines are used to determine the billable amounts. However, work orders with Flat Price scopes do not require entry of work completed, since billable amounts are determined by the scope's flat price amount.
Receivable types are automatically assigned to SM invoices during the creation of the AR invoice batch (when you click the Process button). The system uses the Default Receivable Type assigned to the SM company (in SM Company Parameters). If you did not assign a receivable type in SM company, the system uses the receivable type assigned to the invoice's Bill To customer (in AR Customers) or the default receivable type defined in AR Company Parameters (if no receivable type is defined for the Bill To customer).