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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:

Setting Up Self-Billing

In order to use self-billing, the corresponding warranty claim type must first be set up to support this functionality. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the Warranty Claim Types page.
  • Select the warranty claim type for which you want to set up self-billing. More information on creating warranty claim types can be found under Creating Warranty Claim Types.
  • Select the Self-Billing checkbox to enable self-billing.
  • In the Customer No. field, select the internal customer for which this warranty claim type is to be used for self-billing.
  • Optional Repeat the previous steps for all self-billing customers.

You have successfully finished setting up the self-billing functionality. If you now use this warranty claim type, self-billing is enabled for the customer.

Creating Self-Billing Invoices for Warranty Claims

It is possible to create self-billing invoices if a vendor only accepts invoices instead of credit memos for approved warranty amounts. To create a self-billing invoice for a warranty claim, 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.