This solutions article will cover undoing a previous rental billing by using the Undo Cancelled Rentals feature.
Scenario:
Assets have been rental billed in FieldVu for a specific billing period and an invoicing document has been created in the accounting system. Therefore, FieldVu will not allow the assets to be billed again, as the billing is completed for the assets for that specific period.
If the invoice is cancelled in the accounting system, it may be necessary to rebill the assets for the specific rental period. So, FieldVu can allow rebilling by using the Undo Cancelled Rentals function.
FieldVu does not know that the invoice has been cancelled, so it is upon the user to verify that it is permissible to cancel the previous rental and redo the rentals.
1. Go to Rental Billing and select the "UNDO CANCELLED RENTALS" Button
2. Read the WARNING. This action cannot be reversed.
3. Enter the Billing Document ID(s) and the Original Billing Date
- It will be necessary to refer to the accounting system for this information
If you do not know how to cancel a Service Confirmation, you can refer to this knowledge base article at Cancelling a Service Confirmation : SEF Energy (freshdesk.com).
4. After the Billing Document ID(s) and the Original Billing Date(s) are entered, select the START button.
5. In the Undo Cancelled Rentals window, enter ‘YES’ to confirm
6. If the action is successful, there will be a confirmation.
You are done and can now rebill the assets for the rental period.
