Self-Serve Utility - Update Invoice Date

Overview

Updated 12/01/2021

This utility updates the invoice date for any billing batch to which the user has access. An analysis run phase is included to enable viewing of invoices before committing changes. An analysis is recommended before committing a change.

• Click here for a list of all Self Serve Utilities

Requirements
AQ Parameters
User Access
Usage
Results of using the Utility
Analysis
Commit

Requirements

The user must have access to Admin Tools.

Back to Top

AQ Parameters

Parameter	Description
Billing Batch	The ID number of the billing batch being adjusted.
New Invoice Date	The date to which the billing batch is being adjusted.
Phase	The action performed when Run Query is clicked. Analysis - Displays the invoices that will be affected by the date change.  Commit - Applies the date change to the billing batch.  Note: An analysis is recommended before committing a change.

 

 

Back to Top

 

 

User Access

1. Navigate to Start Page > Actions menu > Admin Tools > Category = System > Report > Report tab
   
   
2. Type the name of the targeted AQ in the Title column to search for the report by name. 
   
   
   
   
3. Click the row of the report in the grid.
   
   
4. In the Report Users section, select User or Group.
   
   
5. Place a check mark in the User or Group check box to enable the report for that user or group.
   
   
6. Click Save.
   
   
7. A "Save Complete" confirmation pop-up displays. Click OK. The AQ is now available to the selected user or group. 
   
   
   • The application may have to be restarted for the AQ change to take effect. 

Back to Top

 

Usage

1. From the Main Menu, navigate to Report > Reports
   
   
2. From the Report Category list, click Self-Serve Utilities.
   
   
   
   
3. Select the AQ from the Report area on the right. The AQ opens in a new window.
   
   
4. Enter the Billing BatchID to be adjusted.
   
   
5. Enter the new date to which the billing batch will be adjusted.
   
   
6. Select either Analysis or Commit to either view the invoices that will be affected or to apply the new date to the billing batch, respectively.
   • An analysis is recommended before committing a change.  
     
     
7. Click Run Query. Either the analysis will display affected invoices, the new date will be applied (commit), or errors will display in the message area. 

Back to Top

Results of using the Utility

Confirmation or error messages will display in the messaging area. 

 

Error Message	Solution
Selected batch is not posted.  Please post the batch first.	Make sure you entered the correct invoice batch and verify the batch is posted.
Billing batch does not exist or you do not have permission to its supplier	Make sure you entered the correct invoice number

 

Back to Top

 

Analysis

 

Back to Top

 

Commit

 

Back to Top