Work Order Billing - Post Invoices

Pgm: JBPSTFM – Post WO Billing Invoices; standard Treeview path: DM > Billing > Post Invoices

Posting the invoice indicates that this particular billing cycle is complete and the AR module can be updated with the invoice information. This screen is used to select which invoices are to be posted, and what the posting date of the invoices will be.

The company code will default to the default company of the user, but can be changed.

The posting date will default to the system date but can be changed. The Department and Project Manager fields can be left blank. If they are not blank, they will restrict the list of invoices to be posted.

In the Detail section, the user selects which invoices to post, by checking the 'Select' box to the far right of the screen.

To print the posting reports during the posting process, check the 'Print Reports Immediately' checkbox. If this is not checked and posting reports need to be printed and/or re-printed they will be available via the Utilities menu – Reprint Posting Reports option.

Posting an invoice that includes a work item with a status of "Submitted for Final Billing" will also change the work item status to closed.