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Internal: Missing invoice and special offer options in QuickView+

Learn why eligible QuickView+ invoice and special offer options may be missing and how to restore access.
Internal use only

Overview

The
Create Client Invoice
 feature and the
Select Special Offer Charges to Display
 option are available and accessible in
QuickView+
 only when the account subscription type is set to either:
  • P
     —
    WestlawPRO
  • S
     —
    Special Offer
If the
customer_spec_ind
 field is blank, the account is treated as a Standard account. Standard accounts won't have the
Create Client Invoice
 option or the
Select Special Offer Charges to Display
 option in the
QuickView+
 dropdown.

Where the subscription change occurs

The subscription change doesn’t occur inside
QuickView
. The account needs to be updated at the SAP subscription or account profile level, where the customer's subscription type is stored.
important
Updating
QuickView
 directly won’t make the
Create Client Invoice
 or
Select Special Offer Charges to Display
 options show. The customer's subscription type needs to be corrected in SAP.

Missing options for eligible accounts

If an account is set to either
Proflex
 or
Special Offer
, but the following options are still missing from
QuickView+
, contact the Consultants for assistance:
  • Create Client Invoice
  • Select Special Offer Charges to Display
note
The Consultants can help verify the subscription/account profile setup and verify whether the account is configured correctly.

Daily update and Sync process

After the account is corrected at the SAP level, the daily update and sync process automatically picks up the change.
During the update process, the system updates the
customer_spec_ind
 field to the value:
  • P
     for
    WestlawPRO
  • S
     for
    Special Offer
On the next day after the update runs, the customer automatically gains access to the
Create Client Invoice
 feature and the
Select Special Offer Charges to Display
 option in
QuickView+
.

Expected result

When the account has an eligible subscription type and the daily update has completed, the customer will refer to the following options in the
QuickView+
 dropdown:
  • Create Client Invoice
  • Select Special Offer Charges to Display

This article applies to:

  • Product: Account management
  • Subject: Billing