This document explains how you can change or split open customer invoices in 'Accounts Receivable. Display' (ARS200), reprint them, or use them as a basis for sending letters to the customers and payers.
For information about how to manually create a group invoice in (ARS200), see Manually Create Group Invoice.
Depending on the alternative selected, any of the following results apply:
Review the updated payer balance in 'Acc Receivable. Display Balance' (ARS225). Inform the payer of any changed values such as revised due date (the standard letter can be used for this purpose). Send the invoice copy to the payer or use it for internal purposes.
If any invoice values are changed, the accounts receivable balance file (FSLBAL) is updated. No account entries are created.
Depending on the selected alternative
Start 'Acc Receivable. Display' (ARS200/B). To display the invoices to work with, press F17 and enter your selections on the search panel (ARS200/S).
Perform the necessary action:
Change invoice values
Select one of these alternatives:
Block or release invoice
To block or release the invoice, select option Change for the invoice and enter or adjust any of these values in (ARS201/E):
Change future rate agreement for invoice
To connect or disconnect an invoice to a registered future rate agreement, select option Change for the invoice and select or deselect the agreement. Press Enter.
Create standard letter regarding an invoice
Select option 'Standard letter' for an invoice.
Review and, if necessary, adjust the proposed standard letter in (ARS115/E). Press Enter.
The standard letter printed contains both the letter text and information about the invoice concerned.
To split an invoice into two or more invoices, select option 'Split invoice'.
Typically, an invoice is split is when the customer is not able to pay the entire invoice amount by the due date. The customer is usually informed about the new invoice numbers over the phone.
In 'Customer Invoice. Split' (ARS202/E), select which invoice number to use for the new invoices and then enter the values for the new invoices in the first line in the table displayed: payment method, currency amount, and due date. Press Enter.
Repeat step 5 in the subsequent table lines until you have defined all new invoices. Press F3 to create the voucher.
On the F panel, enter the voucher text and accounting date. Press Enter to create the new voucher and close the original invoice.
If a Parallel invoice number exists for a customer invoice which is split (ARS202), or uses a payment term with a split due date, the Parallel invoice number for the original invoice is copied to the new split invoices, if the payment method for the new invoice is set up in (CMS090).
Print invoice copy
Select option Print for the invoice, provided it belongs to one of the categories listed in the Outcome section.
In 'Customer Invoice. Display Manual' (ARS122/B), select option Print for the invoice. Press F3 to exit.
Print draft copy
Select option 'Print draft' for the draft. Press F3 to exit.
Drafts can also be printed from 'Customer Invoice. Display in Number Seq' (ARS205) using the same option.