Creating Application for Payment Invoice— Exercises

Required Data

Posting Controls for Creating Invoice for Application for Payment

Purpose: The purpose of this exercise is to prepare the posting control information used in certifying Application for Payment.

Windows:
Posting Control

1. Make sure that the following posting types are defined. In addition to these postings you should have Project Invoice Posting controls defined.

General exercise for Creating Posting Controls

Activating a Sales Contract

Purpose: The purpose of this exercise is to show you how to activate a sales contract so that an invoice for an application for payment can be created.

Windows:
Sales Contract

General exercise for Executing Sales Contract.

Main Exercise

Purpose: The purpose of this exercise is to show you how to create an invoice for a certified Application for payment.

Windows:
Application for Payment

Create Invoice from Application for Payment 

Note: The application should be in the Submitted or Certified status to be able to create an invoice. The invoicing method you require can be selected in the Sales Contract/Defaults tab, which can also be modified later. If you select Direct Invoice, instead of submitting the application the invoice will have to be created after the Application is approved.

1. Open the Application For Payment window and query for your application.
2. Right-click, and then click Create Invoice.
3. The Create Invoice dialog box will open. Observe that the voucher type will be AFP for the Application and F for the Invoice.
4. The invoice address will be given automatically and if you want to edit the details given there you can do so by double clicking on it.
5. Make sure the correct voucher date and user group is selected.
6. If you want to print the invoice, select the Print Invoice Specification check box.
7. If you wish to have the invoice created in the preliminary state clear the Release Invoice check box.
8. Click OK.
9. Observe that the invoice you created will be shown in the Invoice tab.

Note: An invoice can also be created when submitting and certifying an application as well as when confirming payments.

Creating an invoice when submitting the application.

1. Right-click in the Application for Payment window, point to Status and select Submit.
2. The Submit dialog box will open.
3. Select the Create Invoice check box.
4. Click OK.

Creating an invoice when certifying the application.

1. Right-click in the Application for Payment window, point to Status and select Certify.
2. The Certify Application dialog box will open.
3. Select the Create Invoice check box.
4. Click OK.

Creating an invoice when confirming payments.

1. Open the Match Payment with Application window and query for the contract number.
2. Select the application that should be confirmed, right click, then click Confirm Payment.
3. The Create Invoice dialog box will open.
4. Click OK.