A Invoice Cycle can be updated in numerous ways, depending on the information to be revised.
If the user wants to update only the Invoice Cycle's run date, this can be accomplished via the Invoice Cycles List window. As shown in the example below, the user would input the new date value into the Generate Bills field for the appropriate Invoice Cycle, and then click the Save icon.
To exit this process without saving the Invoice Cycle information, simply click on the Invoice Cycles List browser window at any time to close the pop-up data entry window.
To revise or update any or all information associated with a Invoice Cycle, select the desired cycle from the Invoice Cycles List. The user may update any of the picklist fields. When the desired changes have been made, click on the Save icon.
To exit this process without saving the Invoice Cycle revisions, simply click on the Invoice Cycles List browser window at any time to close the pop-up data entry window.
A nightly batch process is used to create and run a job based upon any "scheduled" Invoice Cycle on the night of the specified "Generate Bills on the" date field. Due to the processing time required to run the Invoice job, a "real-time" processing option is not available.
After the Invoice job is run, a processing entry is recorded in the database and is reflected on the Invoice-Bills window where it can be reviewed and updated, and the output printed or extracted. The CLM system will also advance the Invoice Cycle's Next Run Date one month. By advancing the date the same Invoice Cycle will be run on the same day next month.