Creating or Scheduling an Invoice Adjusting an Invoice Deleting an Invoice Viewing Invoice Information

9-8 Oracle Fusion Middleware Users Guide for Universal Records Management The Charge Invoices Page is displayed.

2. Select the link to Transactions with No Invoice.

3. In the list of transactions, click the Delete checkbox for the one to delete.

9.3 Managing Chargeback Tasks

This section discusses the processing of charging, invoicing, and billing. See the Oracle Fusion Middleware Setup Guide for Universal Records Management for details about setting up transaction types, charge types, and billers. The following tasks are involved when managing chargebacks: ■ Creating or Scheduling an Invoice on page 9-8 ■ Adjusting an Invoice on page 9-8 ■ Deleting an Invoice on page 9-9 ■ Viewing Invoice Information on page 9-9 ■ Printing an Invoice on page 9-9 ■ Marking an Invoice As Paid on page 9-10

9.3.1 Creating or Scheduling an Invoice

Use this procedure to manually create a new invoice.

1. Click Physical then Invoices from the Top menu. Click Chargebacks.

The Invoices Page is displayed.

2. Click Add.

3. Select the content criteria used to screen for items to be included on the invoice

for example, records from a certain department.

4. Enter the necessary additional criteria to filter the transactions. Click Generate

Invoice to create an invoice immediately or click Schedule. Click Schedule to display a scheduling page where schedule criteria can be entered.

5. Click OK when done.

9.3.2 Adjusting an Invoice

Use this procedure to edit an invoice. Permissions: The PCM.AdminManager right, the CBC.ChargeBacks.Create right, and the CBC.ChargeBacks.Admin right are required to perform this task. These rights are assigned by default to the PCM Administrator role. Permissions: The PCM.AdminManager right, the CBC.ChargeBacks.Edit right, and the CBC.ChargeBacks.Admin right are required to perform this task. These rights are assigned by default to the PCM Administrator role. Processing Chargebacks 9-9

1. Click Physical then Invoices from the Top menu.

The Invoices Page is displayed.

2. Click Edit then Adjust Invoice in the Actions menu for an item.

A screen is displayed where information on the invoice can be adjusted.

9.3.3 Deleting an Invoice

Use this procedure to delete an invoice.

1. Click Physical then Invoices from the Top menu.

The Invoices Page is displayed.

2. In the list of invoices, click the box next to the invoice then click Delete from the

Table menu.

9.3.4 Viewing Invoice Information

Use this procedure to view an invoice.

1. Click Physical then Invoices from the Top menu.

The Invoices Page is displayed.

2. Click the Info icon for the invoice with information to view.

9.3.5 Printing an Invoice