Troubleshoot Generate Invoices—Contracts

No billable lines met the given filter criteria

There were no invoices that matched the selected filter criteria. In this scenario, change the As of date and/or filter criteria and then try Previewing the invoices again.

If the desired billable transactions still don’t appear, you might need to update related data.

The following are some reasons billable lines don’t appear in the results:

• The contract line's billing schedule is on hold. In this scenario, resume the billing schedule.
• The project isn’t associated with a contract. Learn about linking projects with contracts.
• The Project status is specifically configured to exclude invoices from being generated for the project. In this scenario, open the project, change the Project status to a status that allows invoice generation, and then try Previewing invoices again. Learn more about Project status.
• The Status of the project is "Inactive". In this scenario, open the project, change the Status field to "Active", and then try Previewing invoices again.
• The timesheet, employee expense, AP expense, and/or purchase transaction isn’t associated with a project that is linked to a contract. In this scenario, edit the applicable record and select the applicable Project.
• The billable transaction isn’t approved or has a pricing issue. Use the Exception filters to locate billable transactions in this category and then take the necessary actions.
• The task or transaction isn’t flagged as billable. Open the task or transaction and select the Billable checkbox.
• The usage record hasn't been created. Learn how to add usage.
• The billable transaction's date is after the contract line end date. Either extend the contract line end date or change the transaction's date to date on or before the contract line's end date.
  

Periods are closed

The reporting period in which you’re trying to post the invoice is closed. Do one of the following:

• Change the Invoice/GL posting date to a date on or after the applicable date and try generating the invoice again
• Open the closed book and then try generating the invoice again

Limit exceeded

The contract line was canceled on <date>. Posting date should be on or before Cancellation date.

The contract line was canceled on a particular date. The Invoice/GL posting date must be on or before the cancellation date.

The best practice for this situation is to change the Invoice/GL posting date to a date on or before the cancellation date and then try generating the invoice again. In this way, all of the contract line unbilled, billed, and paid accounts will be correctly updated.

If for some reason you’re unable to change the Invoice/GL posting date, the alternative is the following:

1. Create an invoice in Order Entry or Accounts Receivable that debits the applicable Billed AR account and credits the applicable Paid Deferred Revenue account.
2. When you receive payment, the payment should debit Cash and credit Billed AR.
3. Manually reclassify the balances from Paid Deferred Revenue to Paid Sales Revenue.

Customer is on hold

When you specify a specific user-defined dimension in a contract's header, it forms a rule that only that specific contract can be associated with that specific user-defined dimension. For example, say you have a user-defined dimension called Profit center with a member called Rent. You specify Profit center = Rent on the header of contract ABC and generate an invoice for that contract. Then you do not specify the Profit center = Rent on the header of contract DEF, but you do specify it on one of contract DEF's contract lines. When you try to generate an invoice for contract DEF, you receive an error that the contract is restricted by the user-defined dimension.

To resolve this situation, do one of the following:

• Specify the applicable user-defined dimension value in the header of the problem contract. In our example, specify Profit center = Rent in the header of contract DEF. This updates the rule to include contract DEF, so now Profit center = Rent is associated with both Contract ABC and contract DEF.
• Remove the user-defined dimension from contract headers. In our example, remove Profit center = Rent from contract ABC. This removes the rule linking the contract to the user-defined dimension.
• Remove the user-defined dimension from the contract line or specify a different value for the user-defined dimension on the contract line in the problem contract. In our example, specify "Lease" as the Profit center on contract DEF.
• In the Configure General Ledger page, clear the Enable filtered dropdown lists between dimension relationships checkbox.

This error occurs when you've chosen to invoice by customer and there's a conflict with either the Net term, Bill to contact, or Ship to contact specified on the contracts that are being consolidated.

When there's a conflict, Intacct uses the default values from the Customer record for the invoice. If the customer record does not have a default value specified for Net term, Bill to contact, or Ship to contact, Intacct cannot resolve the conflict.

Update the customer record to specify the applicable data and then try generating the invoice.

Learn more about invoicing by customer.

This error occurs in the following situation:

• You've chosen to invoice by contract line-level bill-to contact,
• Order Entry is configured with Contacts in transaction dropdown lists = Restrict to contacts related to customer only, and
• The bill-to contact identified on a contract line is not associated with the selected customer.

To resolve this situation, do one of the following:

• Edit the customer record and add the applicable contact as a bill-to contact.
• Edit the contract line and select a bill-to contact that is associated with the customer.

Invalid address. A valid address is required for<blank>. Provide a correct address.

Error creating SO document.

This error can occur if there was a change to the Ship to contact associated with a contract line or if the contact was changed to Taxable and the address is not complete.

To resolve this situation,

• Verify that the address is complete for the applicable Ship to contact.
• Update the applicable contract line with the correct Ship to contact information.

See Troubleshoot an invalid contact for more information.

This can occur for usage related to evergreen contract lines and Contracts is configured to associate usage dated before the current recurring billing period with the "In progress" recurring billing period.

In this scenario, the usage record cannot be invoiced until on or after the start date of the contract line for the recurring billing period with which it is associated.

1. Open the applicable contract line.
2. Select the Evergreen history tab.
3. Open the contract line for each recurring billing period and check the Usage tab to locate the usage. For example, a usage record dated 12/23 might be associated with the January 01 - January 31 recurring billing period. In this example, the usage cannot have an invoice date that is before January 01.

Location <locationID> for line <lineNo> does not use a non taxable tax solution.

Specify a location that belongs to an entity that uses a non-taxable tax solution.

If your company is configured with multiple tax jurisdictions, the invoice must be generated in the entity in which the contract was created.

The tax solution is defined on the entity. During invoice generation, Intacct maps the customer contact tax group and the item tax group to determine the tax.

Make sure the various tax mappings are complete.