All Invoice Details will be listed on this tab. Invoice details can be derived from charge definitions and from adjustments as follows:
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If the Charge Category is populated the Invoice Detail line originated from a charge definition record. You will find records on all three Charge Levels, and you can use any of these levels for searching. The three Charge Levels again are:
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Charge Category Adjustment - Search on this level to quickly determine the amount spent on work orders for a Contract Item.
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Subcategory Adjustment - Search on this level to quickly determine the amount spent on stock items for that same Contract Item.
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Transaction Adjustment - Search on this level to quickly determine stock issue transactions for that same Contract Item.
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If the Adjustment is populated the Invoice Detail line originated from an adjustment or, depending on the type, a discount on invoice level or on contract level.
There are four fields on this tab that can be entered:
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Adjusted Quantity, Adjusted Periods and Adjusted Price can be entered on Transaction Adjustment level to influence the invoicing of detailed transactions. Use this feature if you want to change the 10 bearings you issued to 8, because the customer told you two broke within the first 24 hours.
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Adjusted Rollup can be entered on Charge Category or Subcategory Adjustment level to influence the invoicing of rolled up transactions. Use this feature if you do not want to change all the detail transactions, but rather influence the sum of these detail transaction. For example, rather than changing all stock issues to remove $500 worth of charges, simply enter one new Adjusted Rollup for $500 less than calculated for the Stock Items Subcategory.
All Adjusted values you enter or remove will cause the system to recalculate the invoice values every step of the way to the top of the tree, which is the invoice amount.