The information in Call Invoice Recording comes from the activity you record and codes you use in Call Activity Recording. You can make some modifications to prices and covered amounts in CIR. However, you must make most changes in CAR and regenerate the invoice.

Item issues take place in CAR. You cannot change item quantities in CIR, since this would create errors in inventory amounts. Similarly, you cannot change charge codes, work codes, and service categories in CIR—they control the detail that CIR summarizes. For this reason, many fields in CIR are display only.

You can modify and adjust prices in CIR, including list price, net price, exchange price, and covered amount. CAR reflects any pricing changes you make in CIR. If you change the covered amount and contract limits exist, the system recalculates the remaining contract amount.

If you use taxes, the system sets default tax information in CAR at the call header and line level. In CIR, the tax status and class of activity records defaults from the service category for labor and expenses or the item master for items. You can modify these tax fields as needed in CIR. However, this change does not carry over to CAR.

See Taxes in SSM for details on how the system calculates taxes in call invoices.

To include a unique description of an operation or item on the invoice, you can modify description fields. Like taxes, these changes are not reflected in Call Activity Recording.

On the trailer, you can modify information such as the tax data. If you edit tax data in CIR, then make changes in CAR, your changes are overwritten when the invoice is regenerated. This should not be a problem, however, since the old tax amounts are no longer correct if you change a line’s prices and quantities.