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Service Batch Invoicing is replacing Service Invoice Processing, which is being deprecated across two releases, Signature 2018 R3 and Signature 2018 R4. In the interim, both windows cannot be used at the same time. Users will receive a message indicating the other window is in use.

Table of Contents

Selecting service calls

  1. Go to Microsoft Dynamics GP > Tools >Routines > Service Management > Service > Service Batch Invoices.
  2. The Service Batch Invoicing window displays with the Call Status Completed filter defaulted to marked.
  3. Select Redisplay to view the completed service calls, or optionally set the following filters to narrow the results that display and then choose Redisplay. 
    1. Choose the appropriate Lookup method for the Customer Number lookup which follows.
      • Billing Customer: Sets the filter of the result set based on the Bill to Customer Number of the service call.
      • Service Customer: Sets the filter of the result set based on the Service Customer of the service call.
    2. Set the appropriate Filters:
      • Customer Number: Use the lookup to choose the customer number. The lookup window opens the appropriate lookup window based on the Lookup by marked above.
      • Division: Choose a single Division filter or leave empty to display all Divisions.
      • Call Status: Choose Completed and/or Open. Typically, you initiate the invoicing process for Completed service calls.
      • Call Type: Choose a single Call type filter or leave empty to display service calls for all Call Types (excluding MC and MCC).
      • Completed As Of: If you are filtering for Completed service calls, enter the cut-off date to be used in the query. For example, if enter January 1, 2019 all completed calls with a completion date equal or prior to January 1, 2019 will be returned.
      • Branch: If your user profile allows you access to multiple global filter branches, you can choose to further filter the service calls to a single branch, or you can see service calls for multiple branches in the returned service call list.
  4. The scrolling window displays the service calls that match the filtering criteria.
  5. The following columns display for each service call:
    • Service Call: Displays the service call ID
    • Billing Customer: Displays the Billing Customer Number and Billing Customer Name associated with this service call ID.
    • Bill Address: Displays the Bill To Address from the service call.
    • Division: Displays the Division of the service call.
    • Type of Call: Displays the Division of the service call.
    • Service Customer: Displays the Service Customer Number and Service Customer Name from the service call.
    • Service Location: Displays the Location of the service from the service call.
    • Call Completion Date: Displays the Completion Date of the service call.
    • Unposted Cost: If there are any unposted costs related to the service call, this field displays Yes. Otherwise this displays No.
  6. To view the service call, right-click on the service call and select View Service Call  from the context menu to open the Service Call window.
  7. To view a service call's unposted costs, right-click on the service call and select View Unposted Cost from the context menu to open the Unposted Costs window.
  8. Choose the service calls to be invoiced by marking the check box to the left of each service call or select Mark All to select all displayed service calls. (You can unmark all the marked service calls by choosing Unmark All.)
  9. Choose Next to open the Create Service Invoices window.

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