Custom Debit and Credit on next Invoice.

Variations allow an operator to create adhoc debit and credits for the next contractor invoice.

If previous invoice paid for an installation of products and later found that the work was done improperly an operator can use a variation to create a credit and reduce the next RCTI invoice total.

An operator will create the line item before the next invoice is to be issued, when the invoice is finalized the variations become locked to that invoice. If the invoice is reversed the variation gets unlocked and will appear in the next invoice finalized.

Variations are pickup in the next invoice they can not be scheduled ahead of the next invoice run.

Create a Variation

  1. Navigate to Tasks > Invoices > Invoice Variations.
  2. Select a Fieldworker from the dropdown.
  3. Enter the appointment number that product originated from.
  4. Select Variation Type.
  5. Enter a Rate in format ##.##
  6. Enter the Quantity.
  7. Click Add Variation Button on bottom right of the screen.

ASAP will verify the fieldworker was the assigned to the given appointment and if not ASAP will not save the variation. The variation will appear in the next invoice regardless of the appointments inclusion in said invoice however the description shown includes the appointment.

Update a Variation

A variation can be updated before it’s inclusion in an invoice to change after requires the invoice be reversed first.

  1. Navigate to Tasks > Invoices > Invoice Variations.
  2. From the filter choose the fieldworker and click the search button.
  3. Select the variation from the data-grid and click with the mouse.
  4. Change the details in the form under the grid.
  5. Click the Update Variation button on the bottom right of the screen.

Delete a Variation

A variation can be deleted before it’s inclusion in an invoice to change after requires the invoice be reversed first.

  1. Navigate to Tasks > Invoices > Invoice Variations.
  2. From the filter choose the fieldworker and click the search button.
  3. Select the variation from the data-grid and click with the mouse.
  4. Click the Delete button on the bottom right of the screen.