Exercise 24: Call Invoice Recording (CIR)
In this exercise, use CIR to review the cost and revenue information for one of the calls updated previously in CAR. Then print the invoice using various settings for printing call detail; finally, post the call invoice.
Review Invoice Amounts in CIR
1 Go to Call Invoice Recording (11.1.1.15). Enter the Call ID used in Exercise 23 above.
2 Click Next, in the lower part of the header tick the Ready to Invoice field.
Note: If your are unable to tick the Ready to Invoice field, you will be able to do so after step 12.
3 Continue on until the Charge Summary/Billing Summary frame appears.
Ignore the warnings about no tax environment found.
Notice that the top portion of the frame represents the accumulation of the costs. The costs are grouped by the charge code associated with each transaction recorded in CAR.
The lower frame (Billing Summary) summarizes the billable charges for this call. Charges are grouped by the invoice sort for the service category used in CAR. The column grouping is also determined by the invoice sort.
The Det (Detail) setting for each invoice sort row determines how invoice information can be printed on the invoice.
4 Verify that Det (Detail) set to No for each invoice sort.
Notice the Line Total summary below the frame. Refer back to the earlier discussion if you are uncertain about how CIR uses the columns and rows to group the financial information.
5 After reviewing the summaries, click Next to display the Item Selection frame.
In line 1 access the Item Detail frame. Notice that some fields can be modified and some fields are display only.
6 Continue until you are at the Invoice Sort field in the Labor/Expense Totals. Use your arrow key to select Labor and click Next.
7 At line 1 change Det to Yes and click Next.
Notice what you can change. In each, the details of the recorded usage can be reviewed and some information, particularly that related to pricing, can be modified.
8 Proceed to the Item Totals frame. Enter 1 in the Invoice Sort field and click Next.
9 In the Ln field, use Next/Previous to display the three item usage records.
Feel at liberty to enter one of the lines, change Det to Yes and change the pricing information of an item. When the summation frame displays again at the end of CIR, you should see the effect of your changes.
10 Save any changes.
11 Continue on until the call trailer screen displays.
12 Continue on and you will see the Charge and Billing Summary one last time. Return to the menu.
Print Invoice with Various Options
1 Go to Preview Invoice Print (7.13.3). Enter the call ID used for this exercise in the Sales Order and To fields.
2 Set Print Call Invoice Detail to No. Accept all other defaults. Print the invoice.
Review the invoice when it displays. Without details, the invoice lists the call line item and the total charged. Call-related data includes only the work code and service type for each call line.
3 Set Print Call Invoice Detail to Yes. Accept all other defaults. Print the invoice.
Review the invoice with the additional details. The call invoice details you are viewing are in summarized form because Detail was set to No in Call Invoice Recording.
For each line on the call, one line of detail displays for each invoice sort, summarizing the items, labor, and expenses used. The quantity field is blank; it only has value when data is not summarized.
4 Go to Call Invoice Recording (11.1.1.15). Enter the Call ID, and click Next until the Charge/Billing summaries display.
5 Set all the Det fields to Yes for the invoice sort codes, Labor, Expense, Items, in the Billing Summary frame. Click Next; then continue on thru the Trailer. Once the changes have been saved, return to the menu.
6 Go to Invoice Post and Print (7.13.4), and enter the Call ID in the Sales Order and To fields. Set Print Call Invoice Detail to Yes. Print the Invoice
7 Review the invoice when it displays and write down the invoice number here:
Invoice Number:_______________________________________
This time a line displays for each item, labor, and expense transaction as it was recorded in Call Activity Recording. The item number and descriptions display with a quantity for each. This view gives you the most detailed invoice presentation.