...

1. Enter the (required) Batch Number or use the Batch Lookup button to select an existing batch. If you enter a batch number that does not currently exist, you will be prompted to create the batch.
2. Enter the Document Date. This defaults to the system date. This date will be assigned as the Invoice Date on the generated service invoices.
3. In the Cost Codes section, all cost codes are marked to be included in the invoicing process. To exclude any cost code, unmark the check box. Unmarking a cost code removes associated transactions from the billing process and the cost code total, as well as the billable subtotal, updates accordingly.
4. The Batch Totals section displays the Billable totals of the invoices displayed in the scrolling window. Sales tax is not yet calculated so it is not shown in the Batch Totals.
5. In the service call scrolling window, the following columns display for each service call:
   • Service Call Billing Customer - Displays the Billing Customer Number and Billing Customer Name.
   • Billable Equipment - Total of all billable values for the Equipment cost codes.
   • Billable Materials - Total of all billable values for the Materials cost codes.
   • Billable Labor - Total of all billable values for the Labor cost codes.
   • Billable Subs - Total of all billable values for the Subcontractor cost codes.
   • Billable Other - Total of all billable values for the Other cost codes.
   • Billable Subtotal - Subtotal of all billable values shown above.
6. You can choose to exclude/include individual transactions on the service call. To do so, right-click on a service call and select Service Call Transactions from the context menu. This opens the Service Call Transaction window to display the cost transactions on the service call.
   • Unmark a transaction to remove it from the service invoice for the current billing. When editing is complete, choose Close to return to the Create Service Invoices window.
   • If the Billing Subtotal has changed due to a transaction being unmarked, the Edited icon displays to indicate the change. Note that the Cost Codes are no longer available to be marked/unmarked in the Create Service Invoices window.
7. 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.
8. When editing is complete, choose Preview to display the invoice lines on a preview report. Tax is not included as the tax is calculated at the time the invoice is created. The report is sorted by customer and location. Note: Sales Tax is not included as the tax is calculated at the time the invoice is created.
9. Choose Create to create the invoices to the batch that was provided.
10. If you have are generating invoices for a single Bill to Customer and Address, a message displays asking if you want to create an Service Invoice Summary Number.

    • Choose Yes to create a statement of charges for all invoices included in the current list. Each service invoice included in this summary of charges will also print individually. You can use the Service Invoice Summary Number in the Apply Sales Documents window to easily locate the associated service invoices for payment distribution. See Applying payments using the Service Invoice Summary Number. 

      Note

      The numbering convention for the Invoice Summary Number is to use the lowest invoice number included in the batch and then append this with the number of invoices in the summary. For example, if you have three invoices: SRVCE0002, SRVCE0003, and SRVCE0004, the Invoice Summary Number would be SRVCE0002-3. Should you delete an invoice prior to posting, the Service Invoice Summary Number is not regenerated. This name remains unique, which is an important element.

      
      

    • Choose No to create each individual invoice without a Service Invoice Summary statement.
    • Choose Cancel to return to the Create Service Invoices window without creating any invoices.
11. When the creation process is complete, a window displays giving you the opportunity to print the invoices now or they can be printed later in the invoicing cycle.
    • Select Yes to open the Print Service Invoices window.
    • Choose No to print the invoice later (Microsoft Dynamics GP > Tools >Routines > Service Management > Service > Service Batch Print Invoices). After you choose No, you are returned to the Service Batch Invoicing window where you can continue to invoice other completed service calls.

Anchor
servicemanagement_service_batch__12 servicemanagement_service_batch__12

Printing

...

service batch invoices

The Service Invoices window displays the service invoice batch that was created in the Create Service Invoices window.

...