Clarity PPM1

Expand all | Collapse all

How invoices works?

  • 1.  How invoices works?

    Posted 08-17-2017 06:27 AM

    Hello, I would like to know how the whole invoices functionality works in CA PPM. Which is the configuration and the utilization ways? The Clarity user manual just explain how to configure the chargebacks and few thigns more. So I'd be so grateful if, also, someone could explain it whit some real use.

    Many thanks.

    Gabriela



  • 2.  Re: How invoices works?

    Posted 08-17-2017 08:48 AM

    Hi Gabriela,

     

    There is information on invoices in the online documentation, please click the link below and review  the "Submit and Approve Department Invoices" part, here the complete process of submitting and approval of invoices is described, including a flowchart:

     

    https://docops.ca.com/ca-ppm/15-2/en/using/financial-management/set-up-general-ledger-accounts-and-process-chargebacks

     

    Hope this helps,

    Regards,

    Eric.



  • 3.  Re: How invoices works?

    Posted 08-17-2017 09:01 AM

    CA PPM does not have external invoice any more.

    The invoices that are there are internal that is between departments to charge back the incurred project costs to  departments which initiated the projects.