General Invoice Line Items behavior includes:
•Setting up which Line Item fields display in Concise view
•Setting up which existing Line Item field values can be copied to a new Line Item
•Setting up whether Line Item discount adjustments are applied by flat-rate or as a percentage
1.In the Go to drop-down list, select Object Definitions. 2.Expand Invoices and click the Line Items link. 3.Select the Line Items tab. 4.To set up which fields display on an invoice General page, Line Items section area for line item entry (in edit-mode), do one of the following: oFor each field to display in the invoice Line Items section (for line item entry), from the corresponding Line Item Entry column drop-down list, select Show. oFor each field to hide in the invoice Line Items section (for line item entry), from the corresponding Line Item Entry column drop-down list, select Hide. 5.To set up which fields display on an invoice General page, Line Items section area for existing line items (in edit-mode), do one of the following: oFor each field to display in the invoice Line Items section (table for existing line items), from the corresponding Table Display column drop-down list, select Show. oFor each field to hide in the invoice Line Items section (table for existing line items), from the corresponding Table Display column drop-down list, select Hide. 6.For each Line Item field whose existing value to copy to a blank Line Item block using the Copy values from previous line link, check the corresponding Copy Capability check-box. 7.Click Save.
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Setting the Discount Application Type for Line Item Adjustments
When users adjust Invoice Line Items, an Original Discount amount can be applied in one of the following ways:
•As a flat amount
•As a percentage
By default, Discounts are applied to Line Item adjustments as flat amounts. The Original Discount value will be automatically copied to the Current Discount field (Batch Adjustment mode) or will be displayed in the Current Discount field of the Invoice - Adjust Line Items screen (Detail Adjustment mode) after invoice changes are saved.
When Discounts are applied as percentages, the percentage is calculated in the following way:
Discount % = (Original Discount) * 100 / [(Original Rate) * (Original Hrs/Units)]
Based on Line Item Object Definition settings, a Line Item can be adjusted using Current Rate, Current Hrs/Units, Current Disc (Batch Adjustment only), Current Amount.
The Current Discount will be applied as the percentage value only if Current Rate or Current Hrs/Units fields are adjusted.
The Current Discount is not applied as a percentage, if a Line Item is adjusted by any of the following methods:
•The Current Amount is manually adjusted.
•The Current Discount is manually adjusted.
•The Current Amount is indirectly adjusted by an Invoice Header adjustment.
For more information, see Adjusting Line Items with Discounts.
1.In the Go to drop-down list, select Object Definitions. 2.Click the Invoices link. 3.From the General tab, do one of the following actions: oTo apply the adjustment discount as a percentage, check Discounts are applied as percentage of the charge amount. oTo apply the adjustment discount as a flat rate value, uncheck Discounts are applied as percentage of the charge amount. 4.Click Save. |
