Invoice Options for Locations

These settings appear for a client country in Billing > Invoice Option.
Note: A red asterisk (*) indicates a required field.
Setting Description
Add Invoice Option (or edit an existing invoice option) Configure the invoicing options for the client organization's location. For more information about billing/invoicing, see Billing and Invoicing Configuration.

In the Invoice Option field, enter the name of the option. From the Requisition Type drop down, select the requisition type for the option. Optionally, enter text in the Description field. You can also optionally enter a recipient email address in the Notification Email Address. This recipient is notified when the client is invoiced.

To set a default currency on the invoice option, from the Currency drop down list, select the currency for the option. This sets the default display on the engagement, where the invoice options with currencies that match the currency set on the engagement are available for selection. If this field is not set, then it displays for selection on all engagements.

For the invoice statement, in the Maximum Billing Lines per Invoice settings, enter the number of items to add to the invoice. This value controls the number of lines per invoice, and the number of invoices generated. For example, if the supplier invoice maximum lines is set to '20', and an invoice has 40 lines, then two invoices are generated for the supplier. You can set a limit for supplier invoices and client invoices separately.

Depending on the MSP organization of the client organization, enter values for the following fields:
  • PS DeptID - This value is required to send/receive engagement information to PRO Unlimited's ERP (PeopleSoft).
  • MSP ID - Required for integration with a third party ERP.
Select check boxes for the following options.
  • Default - Make the option default for the location.
  • Active - Set the option to 'Active' status for the location.
  • Enable Invoice Billing Transfer - Not Applicable.
  • Tax Estimation Batch Approval - Used for the Batch Billing process. Select to estimate taxes for the invoice and sent to the batch billing manager approver. For more information about batch billing, see Batch Billing Approval Workflow.
  • Retrieve Inv# - Enable to retrieve the invoice number. Does not display for non-PRO affiliated MSP organizations where the application is not used for billing.
  • Use Wand Invoice Sequence - Generates a sequential invoice number. For more information about this number, see International Invoice Numbering Sequence.
  • DirectSource PRO Invoice - Controls invoice option visibility. If selected, engagements filled from DSPRO only display invoice options with this setting set. If unselected, the invoice option is not available for selection in the engagement financials.
  • Taxable Entities - Used for invoicing where VAT is calculated by the VMS. See Billing and Invoicing Configuration.
    Note: If no taxable entities are defined for the invoice option, the calculation uses the entities defined at the organization's countries (client and MSP).
Tax Calculation Options
In the Tax Calculation Options section, configure how the taxes are estimated on the invoice. Select from the following options, and activate the option.
  • PeopleSoft - Displays for PRO affiliated MSP organizations. Taxes are calculated by the ERP.
  • Wand - Taxes calculated by the application, based on the configured tax rates in the application.
  • Manual - Taxes are manually added to the tax table for a billing item.
Three sub-settings options can be configured for each calculation setting, as follows:
  • Available - Enables the calculation option for each billing item.
  • Editable - Allows you to edit the values generated for the invoice option by the parent level setting.
  • Default - Makes the parent level setting the default setting.
    Note: You can enable multiple options. If so, you are required to configure a default option setting.

In the Schedule List section, configure when the invoice is generated by the application. Using the drop downs (Week Day, Time, and Timezone), configure the automation for when the invoices are created. You can add multiple generation times.
Invoice Document Templates
In the Invoice Document Templates section, from the Type drop down, select the template type, and then select the template from the Template drop down. Select the check box to make the template the default file template to use when generating batch invoices. See Customizable Invoice Templates.
Note: You can add multiple templates to an invoice option, however, only one template can be marked as 'default'.
Note: Templates that are marked 'Inactive' (check box unselected) are not displayed.

In the Invoice Grouping Rules section, you can view any grouping rules that are applied when an invoice option is processed to create an invoice. See Invoice Grouping Rules.

Grouping rules are configured using fields on the engagement or billing item. Rules are configured at the client country level (default to all invoice options in that country), or set on the invoice option. All invoice options automatically inherit the default rules. To exclude an option from the default rules, click and then deselect the Use Client Default Grouping Rules check box. For information about setting up grouping rules at the option level, see Configure Default Grouping Rules.