Self-Billing
This chapter describes the setup and handling of self-billing cases. By means of self-billing (credit memo process), a vendor can issue invoices or credit memos to the customer or dealer (service provider). This is especially the case in warranty-related topics and serves to invoice work efforts in this context.
This chapter is divided into the following sections:
Self-Billing Setup
In order to use self-billing, the corresponding warranty type must first be set up to support this functionality. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Warranty Claim Types page.
- Open the warranty claim type for which you want to set up self-billing or click on New in the menu bar to create a new warranty claim type.
- Activate the Self-Billing checkbox to enable self-billing.
- Select your own dealer customer to use this self-billing warranty claim type with.
- Optional Repeat the previous steps for all self-billing customers.
You have successfully finished setting up the self-billing functionality. When now using this warranty claim type, self-billing is enabled for the customer.
Self-Billing in Warranty Claims
It is possible to create self-billing invoices, if a vendor only accepts invoices instead of credit memos for accepted warranty amounts. To create a self-billing invoice for a warranty claim, please proceed as follows:
Note
Make sure that the Customer No. and Name fields in the General FastTab of the relevant warranty claim card are filled and that the Claim Type value supports self-billing for this customer.
- Use the quick search (ALT+Q) to find the Warranty Claims page.
- Open the warranty claim you want to create the self-billing invoice for.
- Click **Create Invoice > Create Self-Billing Invoice in the menu bar.
- Click Yes to confirm the dialog window.
- An unposted service invoice is created. The Lines FastTab contains the lines from the Warranty Claim Lines FastTab and/or from the Lines FastTab of the parent service order, where the Type column has been specified as Item.
- Finalize the Service Invoice per your internal processes.
You have successfully created a self-billing invoice.