Create Invoice
To create an invoice:
1. From the Navigation Menu, go to Order Management. Click Create Invoice under Invoice on the expanded menu.
2. Enter the Order Number. Click Search.
3. Select the PO Lines to invoice. Click Next.
4. Upon successful validation of the selected PO Lines, the system displays the Create Invoice page for either a Material or Non-Material invoice. Select the invoice type from the drop-down (Credit/Debit).
5. If taxes are required, expand the Tax applied to all checked line items field to apply taxes to lines.
6. Enter tax information in the tax section. Select the lines that need taxes applied. Click Add Tax.
7. Once your data is filled-in and verified, click the Send Invoice button to send your response to Raytheon Technologies.
Create Service Invoice
To create a service invoice:
1. From the Navigation Menu, go to Order Management. Click Create Invoice under Service Invoice on the expanded menu.
2. Enter the Order Number. Click Search.
3. Select the PO Lines to invoice. Click Next.
4. The Create Invoice page displays. Select a Start Date and End Date.
5. On the Line level, enter in the Qty. Invoiced, Rate/Unit Price, Source Doc Reference, and Activity Code in their input fields. Click the Recalculate button.
NOTE: If you need to add or remove a line from the Service Invoice, click the grey icon for that row in the first column. If you add a row, be sure to click Recalculate again.
6. Once your data is filled in and verified, click the Save Invoice button.
7. To send the Service Invoice, open the Service Invoice Details page and click Send Service Invoice.
Create Draft Invoice
To create a draft invoice:
1. From the Navigation Menu, go to Order Management. Click Draft Search under Invoice on the expanded menu.
2. Enter search criteria to locate the draft. Click Search.
3. From the Invoice Draft List page, click the Invoice Number link to edit the data.
4. Once the Invoice is ready to send, click Send Invoice.
View Invoice Payment Status
To view invoice payment status:
1. From the Navigation Menu, go to Order Management.
2. Click on Invoice or Service Invoice. Select Search from the expanded menu to display the Invoice List page displays.
NOTE: The Line State shows the state of the line. The Status Message shows any messages Raytheon Technologies sent for review.
To print an invoice or service invoice:
1. From the Navigation Menu, go to Order Management. Click Search under Invoice or Service Invoice on the expanded menu.
2. Enter the Invoice or Service Invoice Number in the invoice number search box. Click Search.
3. Click the Invoice or Service Invoice Number on the Invoice List page. From the Invoice or Service Invoice Details page, click the print icon to create a PDF version of the Service Invoice is created.