This topic describes the specific functionality available for an Invoice in case the Enable Items of Work Type in Sales Documents option is selected on the Administration > Settings > Sales form and the Enable the Phased Revenue Recognition functionality option is selected on the Administration > Settings > General Settings form.
If the Phased Revenue Recognition functionality is not used in your system, but the only the Enable Items of Work Type in Sales Documents option is selected on the Administration > Settings > Sales form, you can include items of Work type in the list of sold items.
If also the Phased Revenue Recognition functionality is used in your system and Use Phased Revenue Recognition option is selected on the Additional Information tab (as well as in the customer contract), you can bill the customer for the works performed to fulfill all your contract liabilities including the works recognized earlier and the works currently unrecognized and specify the related costs to be recognized by this invoice as well as costs recognized earlier. For more information, refer to Overview of the Phased Revenue Recognition functionality. 
The "Invoice (create)" form. The Inventory and Services (Works and Work Costs) tab
The Inventory and Services tab includes the following two panes:
- Inventory: With a list of inventory items, services, and items of Work type , and services that which were sold to the customer within the contract liabilities and whose revenues and costs were not completely recognized yet.
- Work Costs: On the on the WIP tab, with a list of work costs and work-in-progress costs that can be linked to work-type items and that were not yet recognized and, on from the Inventory pane and recognized as their costs. On the Costs Recognized for Earlier Periods tab, with a list of costs recognized earlier in the related Phased Revenue Recognition documents.
Note. If the Show Work Costs for the Selected Row check box is selected, the Work Costs table in the lower pane contains the costs only for the Work item which is selected in the Inventory table. If this check box is selected, the lower table contains all costs related to all work items listed on the Inventory (upper) pane.
The Inventory pane
Note. All materials and inventory items must be transferred to the department (that executes the project) with the corresponding Cost Object indicated before you can recognize the costs and corresponding revenues based on the costs incurred.
To add new rows, use the Add or Pick buttons (refer to Using with the pick operation).
In the Item column, select an item from the Items list. Alternatively, you can import the list of items with all the details from an Excel document. For this, click the
button on the table toolbar and follow the step-by-step instructions in the appeared window.
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The Characteristic column is available if the Enable Item Characteristics option is selected on the Administration > Settings > Purchasing and Warehouses form. In this column, you can specify additional properties (such as size, color, and so forth) of each listed item if the Use Characteristics option is selected for the item in its master record (see Items).
The Batch column is available, if the Enable Batches option is selected on the Purchasing and Warehouses form. In this column, you can specify the batch (lot) number for the items for which the Use Batches option is selected.
The Serial Numbers column is available if the Use Serial Numbers option is selected on the Administration > Settings > Purchasing and Warehouses form. For each serialized item (for which the Use Serial Numbers check box is selected on the Items form form), click in the column to open the Serial numbers dialog box. In this dialog box, you must enter the serial numbers according to quantity of the item.
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The Price column is filled in automatically if the item was listed in the basis document or in one of the Phased Revenue Recognition documents on the Contract Assets tab.
The Discount,% and Discount (or Discount Price) columns are available if the Enable discounts and markups in sales documents option is selected on the Administration > Settings > Sales form. Use these columns to specify the manual discount granted to the customer. The default discount can be set in the customer contract. For details on discounts in invoice, refer to Creating an Invoice. The Inventory and Services tab.
The values in the Amount column are automatically calculated for each item according to the specified price, quantity, and discount.
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- If the Prices Include VAT option is selected: The VAT amount is extracted from the item amount (Amount), that is, VAT_Amount =Amount*VAT_Rate/(100+VAT_Rate).
- If the Prices do not Include VAT option is selected: The VAT amount is calculated based on the item amount, that is, VAT_Amount = Amount*VAT_Rate/100.
The Total amount is automatically calculated according to the VAT-related settings as follows:
- If the Prices Include VAT option is selected: Total = Amount.
- If the Prices Do Not Include VAT option is selected: Total = Amount + VAT_Amount.
The Total column shows the total amount that includes the revenue recognized in the Invoice and the revenues recognized earlier for the work in the Phased Revenue Recognition documents listed on the Contract Assets tab, and the corresponding VAT amounts.
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In the Comment column, you can enter some additional information about an item.
The Inventory pane toolbar buttons
Use the Up and Down (
) buttons to rearrange the items in the list.
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- Average Costs Price: This option is available if the Show Costs in Sales Documents option is selected on the Administration > Settings > Sales form.
- Work Costs by Cost Object: This option is available if the Advanced Product Costing option is selected on the Administration > Settings > Production form. To allocate the costs associated with the specified Cost Object. If there multiple lines with the same Cost Object in the Inventory table, the costs are allocated proportionally to the line amounts.
- Work Costs: To populate with costs associated with the Work item.
- Already Recognized Revenue and Costs: To show the Costs Recognized for Previous Phases tab with information on already recognized revenues and costs. This option is available if the Use Phased Revenue Recognition option is selected in the customer contract.
The
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Work
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Costs pane
The Work Costs pane includes the following two tabs:
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If you need to view only the costs for the work item selected in the Inventory table, click the Show Work Costs for the Selected Row option at the bottom of the form. To view the costs for all work items, make sure the check box for this option is cleared.
The WIP tab
The Department column shows the department related to the cost.
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The Batch column indicates the batch if batches are used for the item.
The Serial Numbers column is populated with the serial numbers of the item's units according to the item quantity.
The Quantity column shows the quantity of the item.
The Unit Cost column shows the cost per UOM of the item.
The Amount (Accounting CurrCur.) column shows the cost amount calculated in the accounting currency.
The Amount (CurrCur.) column shows the cost amount calculated in the currency of the document.
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By default, in the Transaction Content column, a description that is used for journal entries appears.
The Costs Recognized for Previous Phases tab
The tab shows the results of the previous phases of recognition (appears if you click Fill > Already Recognized Revenue and Costs on the upper pane toolbar).
The Phased Revenue Recognition "Invoice (create)" form. The Revenues Inventory and Costs Services tab. The Costs Recognized for Previous Phases subtab
The Project Task Document column shows the task to which the cost is related. The Item column shows the Work item to which the cost is relateda Phased Revenue Recognition document that is linked to the customer contract.
The Characteristic Department column shows the characteristic of the work item department to which the cost is related. The Cost Object column shows the cost object to which the cost is relateddocument is linked.
The Expense item column shows the expense item to which the cost is related.
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The Unit Cost column shows the cost per unit associated with the cost object.
The Amount (Acct. CurrCur.) column shows the task to which the cost is related.
The Amount (CurrCur.) column shows the task to which the cost is related.
The Work Costs pane toolbar buttons
Use the Up and Down (
) buttons to rearrange the items in the list.
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