Invoicing Master Contracts

The functionality of maintenance invoicing changes when you are using the Master Contract feature. Billing schedules are still created for each maintenance contract, whether it is assigned to a master contract or not. Each maintenance contract updates Receivables Management as part of the master contract distribution.

When master contracts are used with billing control, the maintenance contracts assigned to the master contract all print on one invoice. If maintenance contracts are not attached to a master contract that controls billing, these invoices will print as they always have.

Maintenance contracts appear on the master contract invoice beginning on their start dates.

The division selected for each maintenance contract in the Maintenance Contract window determines which accounts are posted to when the master contract is invoiced.

Select Microsoft Dynamics GP > Tools > Routines > Service Management > Maintenance Contract > Create Invoices.

In the Maintenance Invoicing window, if you select to invoice All customers or a Branch Range of customers, both master contracts and unassigned maintenance contracts are invoiced. If you select to invoice an Individual customer, the criteria you enter in the Individual Customer fields at the bottom of the window determine which contracts are invoiced.

Making an entry in the Customer Name field and then choosing Create invoices 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.