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Created page with "{| class="wikitable" |- |link= |This article will explain '''how''' you can implement this feature for use on your SmartSimple system. |} ==Overview== ..."
{| class="wikitable"
|-
|[[Image:How.png|50px|link=]]
|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
|}
==Overview==
This feature enables Level 3 items to be reported on invoices located on different Level UTA's. This allows the invoicing of transactions from different UTA's to be included on the Level 2 of another UTA.
==How To Implement This==
'''From the Consumer UTA'''<br /><br />
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 />
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 labled "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'''<br /><br />
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 />
==Illustrated==
'''From the Consumer UTA'''<br /><br />
''The process to '''Attach Invoice Items using Associated Parent Linkage''' as described above is illustrated below.''
[[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.''
[[Image:PInvoicingl3l2-illustrated.gif|800px]]<br />
==Notes==
* If the option labelled '''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 look to the Level 3's within it's UTA.
==See Also==
* [[Invoice UTA]]
<!--
{| class="wikitable"
|-
|[[Image:Why.jpeg|50px|link=?]]
|Click [[here]] to learn why this feature is a benefit to your organization.
|} -->
[[Category:How]] [[Category:Under Construction]]
|-
|[[Image:How.png|50px|link=]]
|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
|}
==Overview==
This feature enables Level 3 items to be reported on invoices located on different Level UTA's. This allows the invoicing of transactions from different UTA's to be included on the Level 2 of another UTA.
==How To Implement This==
'''From the Consumer UTA'''<br /><br />
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 />
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 labled "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'''<br /><br />
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 />
==Illustrated==
'''From the Consumer UTA'''<br /><br />
''The process to '''Attach Invoice Items using Associated Parent Linkage''' as described above is illustrated below.''
[[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.''
[[Image:PInvoicingl3l2-illustrated.gif|800px]]<br />
==Notes==
* If the option labelled '''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 look to the Level 3's within it's UTA.
==See Also==
* [[Invoice UTA]]
<!--
{| class="wikitable"
|-
|[[Image:Why.jpeg|50px|link=?]]
|Click [[here]] to learn why this feature is a benefit to your organization.
|} -->
[[Category:How]] [[Category:Under Construction]]
