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Overview

The Posting List prints details of specific Invoices, Credit Notes or Cost Only entries that have been processed in Service Manager. This report is not designed as a form and cannot be used to reprint invoices. It is designed to list the Invoice, Credit Note or Cost Only detail.

Related Topics

Reprinting an Invoice

Criteria

Posting Header

Posting Type – Use the drop-down menu to select the document type to list. Available options are Invoices, Credit Notes or Cost Only entries.

From Posting – Specify a Document range to be printed or use the default zzzzzz to specify all.

From Site – Specify a Site range to be printed or use the default zzzzzz to specify all.

Include

In the Include section, tick the check box of each tree node to display information relating to that tree node.

•Phase – Tick this check box to include Phase code and description, phase status, commission employees and totals for the accumulated Billing Groups which themselves contain services and items on the report.

•Equipment – Tick this check box to include additional equipment details such as Model, Manufacturer, Serial Number, Warranty, Faults, Install Date, Last Service Date, Logged Date and more, on the report.

•Billing – Tick this check box to include Billing Group information on the report such as Standard Lines/Group Totals, and Totals for the accumulated services and items in that Billing Group.

•Service - Tick this check box to include standard, labor or contractor services on the report. Sell and cost values are displayed, as well as supply quantity, posted quantity, and accumulated totals.

•Item - Tick this check box to include items on the report Sell and cost values are displayed, as well as supply quantity, posted quantity, and accumulated totals.

•Additional Doc Details - Tick this check box to include additional document details such as Price List, "Entered By" Employee, Site Contact and details, Terms, Posting Method, and Outstanding Billing flag.

•Addresses – Tick this check box to include Site and Customer Address detail.

•Detail Line Tax – Tick this check box to include default Tax Authority and Tax Class detail from the master item or service record.

•Include Notations – Tick this check box to print any notations included on the document.

•New Page Per Document – Tick this check box to have start a new page for each new document being processed.