Batch Create Shipment Invoices
Explanation
This activity is used to create an invoice per shipment for all shipments
selected by the user parameters. To create the invoices, the shipments must be
in the Closed status. Customer orders for which an advance invoice has
been created will not be included in the shipment invoice and must instead be
created using the normal create invoice option for the specific customer order.
Note that rental lines delivered on a shipment will
also be included in the shipment invoice.
Prerequisites
- Shipments must be in the Closed status.
- For rental lines there must be rental events and
rental transactions created.
System Effects
- Shipment invoices will be created for each shipment ID filtered through the
user parameters.
- Any
optional events defined to happen at creation of shipment invoice in the shipment type, will
be executed.
- The shipment flow proceeds with the next event in
the shipment flow if the shipment type allows this.
- If rental 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.
Window
Batch Create Shipment Invoices
Related Window Descriptions
Batch Create
Shipment Invoices
Procedure
To create multiple shipment invoices directly:
- Open the Batch Create Shipment Invoices dialog box.
- Specify the company to which the shipments belong. It is not possible to
create invoices in multiple companies.
- Specify a site belonging to the above company or leave the percentage
sign (%) to specify all the sites of the company.
- Similarly, specify the customer number, currency and payment terms or
leave the percentage sign (%) to specify all.
To schedule batch create shipment invoices as a background job:
- Open the Batch Create Shipment 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.