1899202 - How to set up the Itemized List PDF in the Project Invoice Request

How to set up the itemized list PDF in the project invoice request

1. Go to the Customer Invoicing work center.
2. Go to the Project Invoicing view.
3. Go to the Project Invoice Requests subview.
4. Select any project invoice request and choose the Edit button.
5. Go to the Itemized List tab.
6. Select View and Edit.

Here View and Edit option is grayed out, hence you are not able to generate the PDF.

In order to generate the itemized list PDF automatically, you need to set the answer to Yes in Scoping for the Invoice Forms under the question Do you want to automatically generate the itemized list as a PDF document for a project invoice Request?

You have not scoped the automatic generation of the itemized list PDF in the Business Configuration.

Below are the guidelines for the creation of the automatic itemized list PDF.

Part A: Scoping required in Business Configuration work center.

1. Go to the Business Configuration work center.
2. Select Implementation Projects view.
3. Choose the required Project.
4. Click on Edit Project Scope tab.
5. Go to the Questions tab.
6. Go to the Sales Scoping Element and choose Customer Invoicing.
7. Select the option Communication for Customer Invoicing.
8. Select the Yes for the question Do you want to automatically generate the itemized list as a PDF document for a project invoice Request.

 Part B: Steps to be performed in Customer Invoicing work center.

1. Go to the Customer Invoicing work center.
2. Go to the Project Invoicing view.
3. Go to the Sales Orders subview.
4. Select the relevant sales order.
5. Select the New button and choose Manual Project Invoice Request.
6. While creating a manual project invoice you must reach to Step 5 where you can choose the button Itemized List as New PDF or New CSV.

Note: Before doing the above step, you should have assigned expenses to the invoice items as the itemized list is for assigned expenses.

Part C:  Methods of re-ordering the fields that are displayed in the itemized list.

There are three ways of re-ordering the fields that are displayed in the itemized list, they are;
I:  You can order the way the columns are displayed in the itemized list PDF by doing the following.

1. Go to the Application and Management work center.
2. Then go to the Business Flexibility view.
3. Select Form Template Maintenance  sub view.
4. Select All Forms and choose Go button.
5. Select Itemized list for Expenses.
6. Choose Open and select Easy form editor.

Here the position of the column can be changed.

II: If you require the grouping of data for Itemized list PDF, you can group it by doing the following steps:

1. Go to the Business Configuration work center.
2. Select the Overview view.
3. In Show choose Activities and find Grouping of Itemized List for Project Invoice Request.
4. Open the activity, here the expenses can be grouped.

Note: To use this option you need to have the itemized list scoped.

III: At present we don't provide any sorting option for the fields in the itemized list PDF.

KBA , SRD-PRO-INV , Projects Customer Invoicing , How To