Batch Create Customer Order Invoice
Explanation
This activity is used to create many normal invoices at a time. A set of
parameters is available to specify the invoices that need to be created. The
invoices are created using the delivered customer orders entered in the
application. If a customer order requires delivery confirmation, the order must
have been delivery-confirmed. When the invoices are created, you can process and
dispatch the invoices to the customer. Note that normal invoices for lines
delivered via shipment are also created here.
In order to create a customer invoice, the order must have been either
delivered or partially delivered, i.e., A customer invoice will be created for
each customer order in the Partially Delivered or Delivered status
that satisfies the defined parameters by the user. Only the partially delivered
or delivered order lines are invoiced.
If the invoice includes rental lines the requirement
for creating the invoice is that rental events and rental transactions have been
created. The rental invoice line is based on the rental transactions and not on
the delivery of goods so the status of the customer order rental line must be in
Reserved, Picked, Partially Delivered or Delivered status. Rental
invoice lines can be handled together with sales lines on the same invoice.
Prerequisites
- The invoice type in the Customer/Order/Misc Customer Info
tab must be Normal Invoice.
- The customer orders have to at least be in the Partially Delivered
status. If the customer order used to create an invoice requires delivery
confirmation, the delivery of the order must have been confirmed. An order
with a charge connected to a part order line will not be available for
invoicing until the quantity on the connected order line has been
delivery-confirmed.
- The customer order rental lines have to have
rental events and rental transactions created.
- Customer orders must not have been blocked from invoicing.
- If the customer order invoice is for a Jinsui-enabled Jinsui invoice
customer, the total gross amount must not exceed the specified maximum
amount for the Jinsui invoice for the company.
System Effects
The customer invoices are created. During the operation the following occurs:
- The amount of the invoice is calculated in the base currency from a
recalculation of the indicated price according to the current exchange rate.
- Value-added tax is calculated according to the indicated extra charge of
the order (originating from the customer) and on the sales part indicated
value-added tax rate.
- An invoicing fee is calculated if stated in the customer record.
- If a payment term base date is specified on the customer order, it will
be passed on to the invoice. If no payment term base date is specified on
the order, the payment term base date on the invoice will be given the same
value as the invoice date.
- If customer order lines had been delivered on different dates, the
latest shipment date will be the latest of all these delivery dates. Note
that in determining the latest date, only delivery dates of invoiced lines
are considered. In case goods are delivered to the customer consignment
stock, the date of delivery is considered as the date on which the
consumption notification is registered. If an invoice line had been created
through the staged billing process before delivery, the latest shipment date
will be null. If the invoice is created after delivery, the latest date of
all the delivered lines will be shown.
- If rental invoice lines are included on the
invoice the rental transaction status will be updated to Invoiced and the
invoiced amount will be added to the transaction.
- If the total gross amount for a Jinsui customer order exceeds the
specified maximum amount, the invoice will not be created. To proceed with
the invoice creation, one or more order lines can be blocked from invoicing
to bring the total gross amount within the required limit.
- If customer order lines exist with connected charge lines that have the
Unit Charge check box selected, the charge amount will be
recalculated for the actual delivered quantity.
- If the customer order is associated with a project, the ID of that
project will be posted to the invoice. The ID will also be displayed in the
Project ID field of the Customer Invoice/General tab.
- If the company has got a tax ID number for the delivery country, this
tax ID number will be printed on the invoice for lines with a tax liability
of type taxable. If there are lines with different tax liability types and
delivery countries on the customer order, the supply country tax ID number
will be used. Also, if a tax liability of type exempt is used on the order
lines, the supply country tax ID number will be printed on the invoice.
Window
Batch Create Customer Invoices
Related Window Descriptions
Batch Create
Customer Invoices
Procedure
You can create multiple customer invoices directly or schedule the task as a
background job.
To create multiple customer invoices directly:
- Open the Batch Create Customer Invoices dialog box.
- Specify the company to which the invoices belong. Creating customer
invoices for many companies is not possible using the percentage sign (%).
- Specify a site belonging to the above company or leave the percentage
sign (%) to specify all the sites of the company.
- Similarly, specify the order type, customer number, coordinator,
salesman ID or leave the percentage sign (%) to specify all.
- Specify a priority or leave it null to indicate any priority.
To schedule batch create customer order invoices, as a background job:
- Open the Batch Create Customer Invoices dialog box.
- Click Schedule to open the Create New Task Schedule
window. Set the scheduling parameters as required and save. Scheduled tasks
can be seen in the Scheduled Database Tasks window.