Work Order Proforma Invoice Processes Screen
Click Home > ServiceMax Setup > Service Contracts > Work Order Billing Process to use this option to configure proforma invoice processes for Work Orders. You can indicate how work orders are consolidated into an invoice, the type of Work Order lines to include and more. You can also setup the process to run automatically on a schedule.
The steps to create Work Order billing invoice processes in this section represent the BatchpProcess. For the Work Order Interactive billing process, select Generate Invoice from the SFW tool bar. For more information about the Interactive billing process, see the Creating/Editing Wizards section in the SFM Wizard Designer.
In the standard Work Order Proforma Invoice Processes screen:
• To view a standard Work Order Proforma invoice process, select a process and click the View button.
• To clone a standard Work Order process, select a process and click the Clone button. Edit the available fields, text boxes, and picklists in the Setup Work Order Proforma Process screen.
• To return to the Setup Home page, click the Back To Setup Home button.
In the custom Work Order Proforma Invoices processes screen:
Click the New button to create a new custom Proforma invoice process. Click the Edit button to edit a Proforma Invoice Process. Click the Clone button to clone a Proforma Invoice Process. Click the Delete button to delete a Proforma Invoice Process.