View source for UTA Invoicing by Connecting Level 3 Items to Level 2's


==Overview==

This feature allows a Consumer Level 2 UTA to invoice a Provider Level 3 that's linked to the Level 2 based on the associated parent linkage.

==Configuration==

The first step to enabling the invoicing of Level 3 items on different Level 2 UTA's is to turn on the feature labeled: '''Attach Invoice Items using Associated Parent Linkage'''<br />
<br />

===From the Consumer UTA===

1. Click on the settings icon.<br />

2. Click on the '''[[Level 2 Entity|Level 2]]''' tab, then click on the '''Types''' hyperlink.<br />

3. If you do not already have a '''Payment''' activity type already created, click on the '''+''' button to create the new '''New Type'''.<br />

:If you already have a '''Payment''' activity, click on the edit icon.<br />

4. In the Payment Activity Type add a check mark to the box labelled "Attach Invoice Items using Associated Parent Linkage:".  This check mark will indicate to the Level 2 that instead of referencing a related Level 3 that the invoice details are under a different Level 2 UTA.<br />
<br />

[[Image:CInvoicingl3l2-checkmark.png|link:|]]<br />


===From the Provider UTA===
Click on the '''Funds''' tab.<br />

1. Select the appropriate Funding Source, and click on the '''Invoices''' tab.<br />

2. Click the ''''+''' icon to view the '''New Invoice''' activity display.  Click '''Open''' on the appropriate line item.<br />

3. Confirm the '''Activity Type''' and the '''Amount''' and click '''Submit'''.<br />


==Usage==

'''From the Consumer UTA'''<br /><br />
''The process to '''Attach Invoice Items using Associated Parent Linkage''' as described above is illustrated below.''<br />
[[Image:CInvoicingl3l2-illustrated.gif]]<br />


'''From the Provider UTA'''<br /><br />
''The process to '''create a new invoice that includes items associated with parent linkage''' as described above is illustrated below.''<br />
[[Image:PInvoicingl3l2-illustrated.gif|800px]]<br />


==Notes==

* If  '''Attach Invoice Items using Associated Parent Linkage''' is not check marked, when the Level 2 is looking for Level 3 items to include on the invoice it will default to the Level 3's within the same UTA.

==See Also==

* [[Invoice UTA]]

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[[Category:How]] [[Category:Consumer/Provider]] [[Category:Universal Tracking Application]]