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How to Create Invoice Line Item and Time Sheet Entry Batches
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Invoice Batch
When a Work Order's Status = ‘Completed' and the Approval Status = 'Approved - Manual' or 'Approved - Auto' and it’s its related Work Order Line Items Status = 'Approved', it will then meet the conditions required that when a Batch is run, an Invoice Line Item will be created for each respective Work Order Line Item.
INVOICE CREATION
When an Invoice Line Item Batch is run, an Invoice will be created
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INVOICE LINE ITEM CREATION
Work Order Line Item Criteria
WOLI Field | Value |
|---|---|
| Approved |
| Completed |
| Approved - Auto OR Approved - Manual |
| NULL |
ILI FIELD | WOLI FIELD | NOTES |
|---|---|---|
Batch__c | Batch__c | When a Batch is run, it will stamp the Batch number on the WOLI the ILI has been created from. |
Invoice | ||
maica__Service_Agreement__c | maica__Service_Agreement__c | The Service Agreement attributed to funding |
maica__Agreement_Item__c | maica__Agreement_Item__c | The source of funding from |
Service Date | StartDate | The date the service was delivered. |
Amount | Actual_Total_Price__c | The final Price calculated from Actual Quantity x Rate. |
Product | maica__Product__c | The selected Support Item( |
Time Sheet Batch
When a Service Appointment's Status = 'Completed' and the Approval Status = 'Approved - Manual' or 'Approved - Auto', it will then be eligible to be included in the Batch and a Time Sheet Entry will be created when the Batch is run.
TIME SHEET ENTRY CREATION
The Time Sheet Entry Start Time and End Time are mapped from the Actual Start and Actual End fields on a Service Appointment record.
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Check In & Check Out on time
If a Support Worker Checks In within the
Service Appointment Tolerance Settingthen theActual Startwill be applied as theScheduled Starton theService Appointment.If a Support Worker Checks Out within the
Service Appointment Tolerance Settingthen theActual Endwill be applied as theScheduled Endon theService Appointment.
Check In or Check Out not on time
If a Support Worker does not Check In or Check Out on time then they will be asked if they want to update the
Actual StartandActual Endtimes and provide a reason.
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Service Appointment Criteria
Service Appointment Field | Value |
|---|---|
| Completed |
| Approved - Auto OR Approved - Manual |
| NULL |
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