How to Reverse or Change a Construction Billing Entry Invoice in Flexible Billings in Microsoft Dynamics SL

DETAILS


To reverse a Construction Billing Entry invoice, follow these steps: 

1. In the navigation pane, click Project.
2. In the Project pane, click Flexible Billings.
3. In the Flexible Billings pane, click Construction Billing Entry under Input.
4. In the Project box, type the project ID.
5. In the Application Nbr box, type the application number for the invoice that you want to reverse, and then press TAB.
6. In the Status box, click In Process.
   
   Note You may receive the following message:
   
   PC message Number 0390- WARNING: This invoice and all subsequent applications MUST be reversed in the system if this change is confirmed. Confirming this change will also update all subsequent applications to a status of Reversed. Do you wish to proceed?
   
   Click Yes to respond to this message.
7. Click Save, and then close the Construction Billing Entry (BI.CNB.00) screen.
8. In the Flexible Billings pane, click Invoice Reversal and Duplication under Processes.
9. In the Project box, type the project ID.
10. In the Invoice number box, type the invoice number that you want to reverse.
11. Click Reverse Document.
12. Repeat steps 8 through 10 for any later Construction Billing invoices for the project.

To correct a Construction Billing Entry invoice, follow these steps: 

1. Complete the steps that are listed earlier in this section to reverse the invoice that you want to change.
2. In the navigation pane, click Project.
3. In the Project pane, click Flexible Billings.
4. In the Flexible Billings pane, click Construction Billing Entry under Input.
5. In the Project box, type the project ID.
6. In the Application Nbr box, type the application number for the invoice that you want to change, and then press TAB.
7. Make the changes that you want to the invoice.
8. In the Status box, click Approved for Print.
9. Repeat step 1 through step 8 for any later Construction Billing Entry invoices for this project that you want to change.
10. Click Save, and then close the Construction Billing Entry (BI.CNB.00) screen.

Note After an invoice has been printed, the previously billed amounts are rolled forward to the next invoice for the project.