Reverse non-invoiced transactions (PM505000)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

By using this window, you can reverse transactions that have been allocated but not yet invoiced.

Element Description
Process Reverses the not yet invoiced transactions you have selected in the table.
Process all Reverses all not yet invoiced transactions listed in the table.

By making selections in this part, you can narrow the range of transactions displayed in the table below.

Element Description
Allocation rule

The allocation rule for which not yet invoiced transactions will be listed, which you select from the list of available rules.

If you do not select any value, the list in the table includes the transactions for all allocation rules.
Customer class

The customer class for which not yet invoiced transactions will be listed.

Select a customer class to include in the table only the not yet invoiced transactions associated with the selected class.
Customer

The customer for which not yet invoiced transactions will be listed.

Select a customer to include in the table only the not yet invoiced transactions associated with this customer.
Employee The employee for which not yet invoiced transactions will be listed. Select an employee to include in the table only the not yet invoiced transactions associated with the selected employee.
Project

The project for which not yet invoiced transactions will be listed.

Select a project to include in the table only the not yet invoiced transactions associated with this project.
Project task

The project task for which not yet invoiced transactions will be listed.

Select a project task to include in the table only the not yet invoiced transactions associated with the selected project task.
Item ID

The item ID for which not yet invoiced transactions will be listed.

Select the identifier of a stock or non-stock item to include in the table only the not yet invoiced transactions associated with this stock item.
From

The starting date of the date range for which not yet invoiced transactions will be included in the table.

If you do not select this date, the table will include not yet invoiced transactions starting from the first not yet invoiced transaction available in the system.
To

The ending date of the date range for which not yet invoiced transactions will be included in the table.

If you do not select this date, the table will include not yet invoiced transactions until the last not yet invoiced transaction available in the system.

If you specify neither a From date nor a To date, the table includes all not yet invoiced transactions available in the system.

The table lists the not yet invoiced transactions that match the criteria you have specified in the top part.

Element Description
Ref. no.

The identifier of the transaction in Visma Net.
Date The date the transaction was created.
Period The financial period associated with the transaction.
Project The project associated with the transaction.
Project task The project task associated with the transaction.
Customer class The customer class associated with the transaction.
Customer The number of the customer associated with the transaction.
Customer name The name of the customer.
Employee The detailed description provided for the transaction.
Item ID The identifier of the stock or non-stock item associated with the transaction.
Description The description provided for the transaction.
UoM The unit of measure used for the transaction, such as ITEM or BOX.
Quantity The quantity for the transaction, such as the number of service hours provided to the customer.
Invoiceable

A check box that indicates whether the transaction is intended for charging any amounts to the customer.

If this check box is not selected, the transaction does not affect the invoicing for the project.

Qty. that can be invoiced

The quantity that is used for invoicing the customer.

For instance: You can invoice the customer based on the hours of service you provided to the customer.
Unit rate The price of the item or rate of the service.
Amount The amount of the transaction.
Invoicing rule The invoicing rule associated with the transaction.
Branch The branch in which the transaction was created.
Type of hour The type of hour specified for the transaction to calculate the labour cost.
Multiplier The multiplier to be used with the earning time to calculate the labour cost.

Related tasks

Reverse non-invoiced transactions