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Editing costs associated with a field invoice may result in inaccurate accounting entries.

  • The service call ID cannot be changed or removed from any unposted cost transaction that has an associated field invoice number.

    • Warning

    Field Invoice Restrictions

    Field invoices created in MobileTech have the following restrictions in Service Management:

    • Regardless of the Invoicing with Cost Options in Invoice Options (Setup > Service Management > Invoice Setup > Invoice Options), if a field invoice is created in MobileTech, all unposted costs associated with the MobileTech invoice must be posted before the invoice, or the batch containing the invoice, can be posted.
    • Field invoices cannot be:
      • Deleted or voided.
      • Edited, including from the Receivables Management batch.
    • Adjustments such as credit memos, amount changes that constitute adjusting entries, etc., must be made manually using separate transactions.
    • Costs associated with a field invoice:
      • Cannot be deleted.

      • Should not be edited. Regardless of a cost edit, billing amounts will not be updated.

    Note

    If you have set up Third Party Billing in Service Management, the field invoice respects the Bill to information provided in the Service Call. For more information about setting up Third Party Billing, see "Using Third Party Billing" in Service Management help.

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