Invoicing

Write-Off in Approvals

The ability to interact with WIP Allocation linked to AR Invoices in the Approval Map functionality has been added in CR12. Users can now utilize fields like Write Off/On Amount and Percentage in approval workflows. A new entity, WIP Allocation, is now available for selection in the Invoices and Memos approval map.



Invoice Document Type and WIP

In previous versions, the document type of the AR document created during Parent project billing was determined by the WIP status of the first billed project in the list:

  • If the first billed project had negative WIP, it resulted in a Credit Memo, and WIP transactions for other projects were added to this document.
  • This could lead to situations where the resulting document type was a Credit Memo, preventing users from removing the document from hold if the total WIP exceeded the initial negative amount.
With CR12, the system calculates the total WIP to be billed across all projects in the billing list and sets the document type accordingly, ensuring that the document type reflects the combined WIP for all billed projects.

Paragraph Lines in WIP Allocation

In CR12, users can now add or remove paragraph lines in the Invoice even after the document has been released. This flexibility enhances invoice presentation while maintaining data integrity in the WIP Allocation.