You use the Create Contract Invoices batch job to create sales invoices for service contracts that are due for invoicing. You can also use the batch job to print a test report.
When you run the batch job to create sales invoices, the program automatically fills in the relevant fields on the sales invoice it creates with information from the Service Contract table. The test report shows the customer numbers and names, contract numbers, contract invoice periods and amounts, the number of sales invoices that the program will create, last and next invoice dates, and any errors that occur.
You can define what is included in the batch job by setting filters. You can set additional fields on the tab by clicking the Field field and then clicking the AssistButton that appears to the right. You can also determine what is shown in the batch job by filling in the fields on the Options tab. Fill in the fields as follows:
Bill-to Customer No.: Here you can select the bill-to customer numbers that you want to include in the batch job. To see the existing customer numbers, click the Filter field, then click the AssistButton that appears to the right.
Contract No.: Here you can enter the contract numbers that you want to include in the batch job.
Click the up-arrow in the lower left-hand corner of the window to see the result of the filters that you have defined for the table.
Posting Date: Enter the date that you want to use as the posting date on the sales invoices created.
Invoice to Date: Enter the date up to which you want to invoice contracts. The batch job will include contracts with next invoice dates on or before this date.
Action: Click Create Invoices if you want the batch job to create the invoices. Click Print Only if you only want to print a test report based on the selected criteria.
Click OK to start the batch job. If you do not want to run the batch job now, click Cancel to close the window.