The Create cost-plus invoicing lines to be credited and re-invoiced process allows you to create credit lines for cost-plus specification lines, as well as new cost-plus specification lines that still need to be invoiced.
Crediting lines
You can create new cost-plus specification lines to be credited for one or more invoiced cost-plus specification lines. This process can be executed only if the following conditions are true:
The new lines to be credited are exact copies of the original cost-plus specification lines, but they now have negative amounts.
Based on these cost-plus specification lines, you can create invoice recommendations by running the Create invoice recommendations for costs and services process, after which you can authorize and invoice the lines from this form.
Crediting and re-invoicing lines
You can create new cost-plus specification lines to be credited for one or more invoiced cost-plus specification lines, and create new cost-plus specification lines for another debtor. This process can be executed only if the following conditions are true:
You could run this process, for example, if a sales invoice has been created for the wrong debtor. Let's assume a sales invoice was created for debtor A instead of debtor B. The invoice already created for debtor A must be credited as a whole, and the cost-plus specification lines need to be re-invoiced to debtor B.
Select the Copy memo check box to indicate you want to copy the memo text from an invoiced cost-plus specification line to the new line you want to credit.
The new lines to be credited are exact copies of the original cost-plus specification lines, but they now have negative amounts.
For the new lines that need to be re-invoiced, the price search path has been checked again. As a result, the total sum of the new invoice may be different from the total sum of the original invoice.
Based on these cost-plus specification lines, you can create invoice recommendations by running the Create invoice recommendations for costs and services process, after which you can authorize and invoice the lines from this form.
Note: The quantity and the price of the cost-plus invoicing lines to be re-invoiced are based on the linked actual costing lines (visible on the Actual costing tab). If you have manually changed the price or quantity on the selected cost-plus invoicing lines, or if you have changed the quantity using the 'Split quantity among multiple debtors' process, the 'Create cost-plus invoicing lines to be credited and re-invoiced' process may have unexpected results. You need to check these results carefully. You can manually make any corrections required.
Also see Cost-plus invoicing.