You can specify line items on the invoice as “Diagnostic” items, “AddOn” items, and “Money” items. These features are used for calculations in the new Invoice Scorecard Report
Invoice line items are now identified by the following line types for reporting purposes:
|
Line Type |
Description |
|
Diagnostic |
Item (task) identifying, and possibly billing for, the diagnosis of a problem. Tasks can be set up as Diagnostic in the Pricebook so that the invoice line item is automatically set to Diagnostic when the task is used on an invoice. |
|
Money |
Revenue generating line items with the exception of diagnostics. Money items include task(s) performed based upon the problem diagnosis, plus any Add On tasks. By default any item charged to receivables (R) with a price greater than zero will be a Money item. |
|
Add On |
Item(s) sold in addition to those resolving the original diagnosed problem. Items marked as Add On will also be automatically marked as Money. |
The Item Type is now indicated by shading of the line item in the invoice form:
o Diagnostic=light blue
o Money=normal background color
o Add On=light yellow
o Non-Money/Non-Diagnostic=light red
Item Type can be changed when necessary by using either:
o the popup menu: right-click in the item grid, select Line Type, then select the value of Item Type that you want to either turn on or off.
o The hot keys associated with each popup menu item:
- Diagnostic=SHIFT+CTRL+D
- Money=SHIFT+CTRL+4, notice that SHIFT+4 is the dollar sign ($) for money
- Add On=SHIFT+CTRL+=, notice that SHIFT+= is the plus sign (+) for additional item
Tasks can be flagged as diagnostic tasks. The value recorded for a given task will be used as the default for the invoice line item when the task is used on an invoice.