Updated: 09.05.2023

Editing Posted Service Invoices

This chapter describes how to process and edit posted service invoices in TRASER DMS 365. It is divided into the following sections:

Closing Posted Service Invoices

You can mark posted and paid service invoiced as closed. To do so, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Posted Service Invoices page.
  • Open the posted service invoice you want to mark as paid and closed.
  • Activate the Closed toggle switch in the General FastTab.

Tip

For a better overview, you can filter for paid invoiced on the Posted Service Invoices page. To do so, use the filtering function (ALT+F3) and filter for Closed > Yes.

You have successfully closed a paid service invoice.

Correcting Posted Service Invoices

You can make changes to an already posted service invoice by correcting it. This creates a new version of the posted service invoice. Please proceed as follows to correct a posted service order:

  • Use the quick search (ALT+Q) to find the Posted Service Invoices page.
  • Open the posted service invoice that you want to correct.
  • Click on Correct > Correct in the menu bar.
  • A dialog window opens, notifying you that the posted service invoice will be canceled in the next step and that a new, editable version of the service invoice will be created. In addition, a posted service credit memo is created automatically. You’ll find more information on service credit memos in the Service Credit Memo chapter.
  • Select Yes in the dialog window to continue.
  • A new, editable version of the service invoice opens. The posted service invoice has been canceled.
  • In the posted service invoice that you just corrected, the value in the Canceled field under the General register changes to Yes. By clicking on Yes, the related posted service credit memo opens.
  • If you click on Yes in theCorrection field under the General register of the related service credit memo, the related posted service invoice is opened.

You have successfully corrected a posted service invoice.

Canceling Posted Service Invoices

You can cancel a posted service invoice and create a corrective credit memo instead. To do so, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Posted Service Invoices page.
  • Open the posted service invoice that you want to cancel.
  • Select Correct > Cancel from the menu bar.
  • A dialog window opens, notifying you that the posted service invoice will be canceled in the next step and that a service credit memo will be created and posted automatically. You’ll find more information on service credit memos in the Service Credit Memo chapter.
  • Select Yes in the dialog window to continue.
  • Another dialog window is displayed, asking whether you want to open the created invoice. Click Yes. The posted service invoice has been canceled.
  • In the posted service invoice that you just canceled, the value in the Canceled field in the General FastTab changes to Yes. By clicking on Yes, the related posted service credit memo opens.
  • If you click on Yes in theCorrection field in the General FastTab of the related service credit memo, the related posted service invoice is opened.

You have successfully canceled a posted service invoice and created as well as posted a service credit memo.