Header Frame
You can access a call in CIR if it meets one of the following conditions:
• The call status is closed or complete. A warning displays if the call is on hold or canceled.
• The call has at least one line with a complete or closed status and an invoiceable report. Otherwise, the call is not ready for invoicing.
Note: You can review a call with a canceled status in CIR, but you cannot generate an invoice for it. You can review a call with a hold status and generate an invoice for any complete or closed lines. In both cases, a warning displays regarding the call status.
Most header fields display information you entered for the call in Call Activity Recording. Display-only fields include End User, Price List, Assigned, Priority, Status, Site, Description, and Currency.
You can update PO Number, Work Code, Channel, Language, Taxable, Terms, Ready to Invoice, Comments, Project and Daybook Set. Except for Ready to Invoice, these fields default either from Call Maintenance or Call Activity Recording.
You can change Bill-To only if you have not generated a pending invoice for the reports on the call.
Ready to Invoice
This field determines whether the invoice for this call can be selected by Invoice Post and Print.
No: This service activity is not ready for invoicing. It is being held for invoicing at some later date.
Yes: This activity is ready for invoicing. If the correct selection criteria are entered in Invoice Post and Print, you can post the invoice for this call and print a copy to be sent to the bill-to address. The program then sets the field to No.
Ready to Invoice is normally set by the system based on different events.
Project
This field has no effect on the call invoice. The sales and sales discount projects specified in CAR default to the invoice when it is generated.
See
Coordinating CAR and CIR for additional information.