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When master contracts are used with billing control, the maintenance contracts assigned to the master contract will print on one invoice. If maintenance contracts are not attached to a master contract that controls billing, these invoices will print separately.
The creation of a master contract invoice batch focuses on grouping by period due to the fact that contracts on a master contract may have different billing dates. For example, billing for January 2023 could have Contract 1's billing date of 01/01/2023 while Contract 2's billing date of 01/15/2023. Building invoices for the master contract takes the approach of grouping by period. Since both dates fall in the same period, it will combine them.
Maintenance contracts appear on the master contract invoice beginning on their start dates.The The division selected for each maintenance contract in the Maintenance Contract window determines which accounts are posted to when the master contract is invoiced.
To invoice master contracts:
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- Select the Customer Name and then select Create to invoice all master contracts and unassigned maintenance contracts for that customer.
- If you also enter a Location Name, only the unassigned maintenance contracts for that customer and location are invoiced. Master contracts can span multiple locations, and therefore would not be invoiced.
- If you use the lookup window in the Contract Number field to select a contract, all maintenance contracts display. You can only select unassigned maintenance contracts in this field. If you select or enter an assigned maintenance contract number, you receive an error message alerting you that the contract cannot be invoiced separately.
By Contract Type, the selected Contract Type at the bottom of the window determines which contracts are invoiced.
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