Third-Party Contract Invoice Billing

You can bill a third-party for work that is done under a maintenance contract.

1. Select Cards > Service Management > Service Manager.
2. Select a customer, then select the Contract indicator.
3. The customer and address of the contract owner default into the Bill To Customer and Bill To Location fields. You can edit these fields; select the appropriate third-party customer. The values that you enter in each field must already exist as customer and location records.
4. When you are finished creating the contract, select Save.

When maintenance invoices are generated, the values entered in the Bill To Customer and Bill To Location fields will display on the invoices and on the billing schedule records, along with the RM Document Number used to post the invoice to the customers. The invoices will then go to the indicated third party for billing.

Generating Third-Party Maintenance Invoices

When generating service contract invoices, you can select to create invoices for a specific customer or range of customers. In addition to specifying the customer that owns the contract, you can now also create invoices based on the Bill To Customer.

1. Select Microsoft Dynamics GP > Tools > Routines > Service Management > Maintenance Contract > Create Invoices.
2. Once you have specified a date range, select whether you want to invoice All customers, an Individual Customer, or a Branch Range.
3. If you are generating invoices for an Individual Customer or Branch Range, select whether to base the criteria on the Contract Owner or the Bill To Customer.
4. Select Preview to view the invoices that will be created. The Invoice Preview report prints.
5. Select Create to generate invoices. The Created Invoices report prints.

Viewing Third-Party Billing Information

You can now view third-party billing information for scheduled, posted, and historical maintenance contracts.

Viewing the Billing Schedule

On the billing schedule window, you can view all invoices and credit memos that are scheduled for a maintenance contract.

1. Select Cards > Service Management > Service Manager.
2. Select a customer, then select the Contract indicator.
3. Select Billing to open the Billing Schedule window.

Once an invoice or credit memo is created, the posted date, year, and period populate, along with the Bill to Customer and Bill to Location. If the Bill to Customer or Location is changed on the contract at any point before all billing is complete, the change will be reflected on the billing schedule from one line to the next.

Viewing Posted Maintenance Invoices

On the Maintenance Invoices window, you can view all invoices and credit memos that have been posted for a maintenance contract.

1. Select Cards > Service Management > Service Manager.
2. Select a customer, then select the Contract indicator.
3. Select Invoice History to open the Maintenance Invoices window.

Third-party billing information is recorded for each posted invoice or credit memo in the Bill to Customer and Bill to Location fields.

Viewing Historical Third-Party Billing Information

After a contract is sent to history, you can view historical invoices and credit memos on the Billing Schedule History window.

1. Select Cards > Service Management > Service Manager.
2. Select a customer, and select the Contract indicator.
3. Select the lookup button next to the Contract Number field.
4. In the Maintenance Contracts lookup window, select the Contract History button. In the Contract History window, select the contract and then click the Select button. The Maintenance Contract History window opens, where you can view the Bill to Customer and Bill to Location for the maintenance contract.
5. To view maintenance invoices, select Invoice History to open the Maintenance Invoices window.
6. To view details on the billing schedule, select Billing from the Maintenance Contract History window.

On the Billing Schedule History window, you can view any changes that were made to the Bill to Customer or Bill to Location for each individual invoice or credit memo throughout the life of the contract.