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Maintain
Settings for Invoicing Plan
You can maintain an invoicing plan in
activity-assigned networks for:
- Externally processed activities
- Externally procurred materials (non-stock
components)
In the following you make the settings for the
invoicing plan. You carry out the following work steps:
- Maintain invoicing plan types
- Maintain date descriptions for invoicing
plans
- Assign invoicing plan types to network
profiles
Invoicing plan
type:
In this step you maintain the invoicing plan
type and determine:
- The default invoicing plan whose dates are
used as defaults when an invoicing plan is created
The date category controls:
- The invoicing rule, for example percentage
partial billing
- The default values for the date
descriptions
- If and when dates are copied from milestones
to the invoicing plan.
You can only use date categories in invoicing
plans, if you have prevoiusly assigned the date category to the invoicing plan
type.
Further
Notes
The standard system contains the invoiving plan
type 30.
Activities
- Check whether you need more invoicing plan
types.
- If necessary create more invoicing plan types
by choosing New entries.
- In Date categories assign
date categories to the invoicing plan type.
The date categories
that you assign to the invoicing plan type are used as defaults for the
invoicing paln.You can overwrite these dates in the invoicing
plan.
Pro entry you can
maintain one date category. If you want to maintain several date catgories for
an invoicing plan type, you must make the corresponding number of
entries.
- Select a Default date category
for the invoicing plan type.
- If you want to maintain default date
categories for the default invoicing plan, choose Default
invoicing plan and then Edit
dates.
You can also a save
an existing invoicing plan as a default reference plan. The system offers you
the numbers of existing invoicing plans in the input help (F4) for the
Invoice plan no. field.
Date
descriptions:
In this step you define the descriptions of the
dates for the invoicing plan. The descriptions are only used to distinguish
between the different dates and have no control function.
Activities
Enter the following data for date
descriptions:
- Alphanumeric key, upto four characters
long
Assignment of
invoicing plan type to network profile:
In this work step you assign an invoicing plan
type to a network profile. The system then uses the invoicing plan type as a
default when it creates an invoicing plan for a network with the corresponding
network profile.