Invoicing Methods (tcmcs0155s000)

Use this session to define or maintain an invoicing method.

If you do not use Project or Service, leave the fields that are specifically related to these packages at their default values.

Use the check boxes to specify that collective invoices must be issued. Invoices can be collected for different types of data. If you collect orders, one invoice is issued covering more than one order. The orders are individually specified on the invoice.

These check boxes combined with the Print Order Lines selection enable you to print four types of sales invoices:

  • Collective and net invoices
  • Non-collective and net invoices
  • Collective and gross invoices
  • Non-collective and gross invoices

 

General
Invoicing Method
The invoicing method that you define or maintain.
Print
Item Code
If this check box is selected, LN prints the item code on the invoice line.
Item Description
If this check box is selected, LN prints the item description on the invoice line.
Customer Item Code
If this check box is selected, LN prints the item code that is used by the customer on the invoice line.
Discount
Indicates whether the gross amount or the net amount of the discount must be printed on the invoice lines.
Combine
Tax Codes
If this check box is selected, LN issues one invoice covering orders to which different tax codes apply. The orders are individually specified on the invoice.
Departments
If this check box is selected, LN issues one invoice covering orders that were issued by more than one department or sales office. The orders are individually specified on the invoice.
Sales Representatives
If this check box is selected, LN issues one invoice covering orders that were handled by more than one sales representative. The orders are individually specified on the invoice.
Manual Sales Invoices
If this check box is selected, LN will issue one invoice covering all the invoices that were entered manually for this invoice-to business partner. Such invoices are not linked to orders.
Lines of Business
If this check box is selected, LN issues one invoice covering orders to which different lines of business apply. The orders are individually specified on the invoice.
Areas
If this check box is selected, LN issues one invoice covering orders to which different areas apply. The orders are individually specified on the invoice.
Positive and Negative Order Lines
If this check box is selected, LN can issue invoices that cover order lines with positive and negative amounts on one invoice.

To create separate sales invoices for credit notes, you can clear this check box. For example, to post tax amounts on credit notes to ledger accounts other than the sales tax account, you must clear this check box.

Delivery Notes
If this check box is selected, LN can issue invoices that cover order lines with different delivery notes on one invoice.

If this check box is cleared,, LN creates one invoice per delivery note. If an order line does not have a delivery note, the lines without delivery notes are combined on one invoice.

Shipments
If this check box is selected, LN issues one invoice that covers multiple shipments. The shipments are individually specified on the invoice.

If this check box is cleared, LN creates one invoice per shipment. If an order line does not have a shipment, the lines without shipments are combined on one invoice.

Sold-to Business Partners
If this check box is selected, LN will issue one invoice for a business partner for orders that were created for different sold-to business partners. The orders are individually specified on the invoice.

LN cannot create one invoice for business partners with different tax numbers. If the possibility exists that multiple sold-to business parnters with different tax numbers are linked to the orders, you must clear this check box.

Sold-to Addresses
If this check box is selected, LN will issue one invoice for a business partner for orders with different sold-to addresses. The orders are individually specified on the invoice.
Ship-to Business Partners
If this check box is selected, LN will issue one invoice for a business partner for orders that were delivered to different ship-to business partners. The orders are individually specified on the invoice.
Ship-to Addresses
If this check box is selected, LN will issue one invoice for a business partner for orders that were delivered at different ship-to addresses. The orders are individually specified on the invoice.
Order/Freight Management
Combine Sales Orders
Sales Orders
If this check box is selected, LN will issue one invoice covering more than one order.
Note

The orders are individually specified on the invoice.

Sales Order Types
If this check box is selected, LN will issue one invoice covering more than one order type.

The order types are individually specified on the invoice.

Installments
If this check box is selected, LN issues one invoice that covers more than one sales order installment.
Note

The orders are individually specified on the invoice.

Combine Rebates
Rebates
If this check box is selected, LN will issue one invoice document that covers more than one rebate invoice.
Freight Management
Freight Orders
If this check box is selected, LN issues one invoice that covers more than one freight order. The freight orders are individually specified on the invoice.
Contract
Invoice Type
The invoice type determines how work for the contract is invoiced.

Allowed values

Invoice Type

Shipment Based Invoicing
If this check box is selected, all deliverables in a shipment are collected on one invoice.
Note

This field is available only if Invoice Type is set to Delivery Based.

Combine Contracts
If this check box is selected, all contracts with one customer are collected on one invoice. This applies to all invoicing types.
Combine Contract Lines
If this check box is selected, all contract lines with one customer are collected on one invoice. This applies to all invoicing types.
Combine Projects
If this check box is selected, all projects carried out for one customer are collected on one invoice. This applies to all invoicing types.
Documents
Combine
Indicates whether notes must be printed with the invoices, and whether one invoice can cover more than one note.

A note refers to the documents created in Project to accompany expenses that you can invoice to the customer. These notes are identified by a document number.

Allowed values

If the Invoice Type field is Cost Plus, you must select No Collected Notes.

Print
If this check box is selected, LN prints for each invoice line the document (note) number and the date of the note that states the actual cost.
Aggregate
Material
This field indicates how cost plus transactions and extension transactions must be aggregated for materials.
Labor
This field indicates how cost plus transactions and extension transactions must be aggregated for tasks.
Equipment
This field indicates how cost plus transactions and extension transactions must be aggregated for equipment.
Subcontracting
This field indicates how cost plus transactions and extension transactions must be aggregated for subcontracting.
Sundry Costs
This field indicates how cost plus transactions and extension transactions must be aggregated for miscellaneous costs.
Overhead
This field indicates how cost plus transactions and extension transactions must be aggregated for overhead costs.
Progress Invoice
Additional Work on Invoice
If this check box is selected, additional work is specified on the regular invoices for each installment.

If this check box is cleared, additional work is specified on the invoice for the final installment.

If you do not select the Final Installment check box, you must select this check box.

Rounding on Installment
If this check box is selected, LN invoices the exact installment amount for nonfinal installments. Final installments are never rounded.

If this check box is cleared, LN invoices the amount calculated for the progress specification.

Use the Invoicing module of Project to record the agreed installment amount.

Final Installment
If this check box is selected, LN generates a final installment invoice. If this check box is cleared, LN will not generate a final installment.

Variations in work are specified and accounted for on the final installment invoice.

Percentage Less Work to Settle
If the project required less work than what was originally agreed, LN calculates the amount equivalent to the work reduction. LN then subtracts a percentage of that amount from the invoice.

For example, if the value in the Percentage Less Work to Settle is zero, the work reduction is ignored and the invoice amount is not corrected at all. If the percentage is 100, the invoice is only for work that is actually carried out.

LN uses this percentage to calculate the amount with which the final installment is corrected. If the amount of work reduction exceeds the amount of additional work, LN corrects the final installment.

Service and Maintenance
Aggregate
Service Orders
The information that is shown collectively on the service invoice. LN generates a separate invoice line for the information that is not aggregated.
  • Activity/Cost Type
    LN aggregates activities that have the same cost type and unit of measure on a single invoice line.
  • Activity
    LN aggregates activities of a single order that have the unit of measure on a single invoice line.
  • Cost Type
    LN generates a separate invoice line for each cost type of a service order.
  • Order
    LN generates a separate invoice line for each service order.
  • None
    No aggregation is carried out. LN generates a separate invoice line for each order, activity, and cost type.
Maintenance Sales Orders
The information that is shown collectively on the maintenance invoice. LN generates a separate invoice line for the information that is not aggregated.
  • Line/Cost Type
    For each maintenance sales order line, LN generates a separate invoice line for all the costs of each cost type.
  • Line
    For each maintenance sales order line, LN generates a separate invoice line for all the costs of all the cost types.
  • Cost Type
    For each maintenance sales order, LN generates a separate invoice line for all the costs of each cost type.
  • Order
    LN generates a separate invoice line for each maintenance sales order.
  • None
    No aggregation is carried out. LN generates a separate invoice line for each maintenance sales order, sales order line, and cost type.
Combine Service Orders
Service Orders
If this check box is selected, LN generates one invoice that covers a range of service orders.
Service Types
If this check box is selected, LN generates one invoice that covers a range of service coverage types.
Installation Groups
If this check box is selected, LN generates one invoice that covers a range of installation groups.
Note

To cover a range of service orders, you must select the Collect Service Orders check box.

Combine Maintenance Sales Orders
Maintenance Sales Orders
If this check box is selected, LN generates one invoice that covers a range of maintenance sales orders.
Service Types
If this check box is selected, LN generates one invoice that covers a range of coverage types.
Installation Groups
If this check box is selected, LN generates one invoice that covers a range of installation groups.
Combine Service Contracts
Service Contracts
If this check box is selected, LN generates one invoice that covers a range of service contracts.
Service Contract Types
If this check box is selected, LN generates one invoice that covers a range of service-contract types.
Note

To cover a range of service contracts, you must select the Collect Service Contracts check box.

Combine Calls
Service Calls
If this check box is selected, LN generates one invoice that covers a range of service calls.
Installation Groups
If this check box is selected, LN generates one invoice that covers a range of installation groups.
Combine Customer Claims
Customer Claims
If this check box is selected, LN generates one invoice that covers a range of customer claims.
Service Types
If this check box is selected, LN generates one invoice that covers a range of service types.
Combine Supplier Claims
Supplier Claims
If this check box is selected, LN generates one invoice that covers a range of supplier claims.
Service Types
If this check box is selected, LN generates one invoice that covers a range of service types.
Installation Groups
If this check box is selected, LN generates one invoice that covers a range of installation groups.
Internal Invoices
Combine Warehouse Orders
Warehouse Orders
If this check box is selected, LN will issue one invoice that covers more than one warehouse order. The orders are individually specified on the invoice.
Warehouse Order Types
If this check box is selected, LN will issue one invoice that covers more than one warehouse order type. The order types are individually specified on the invoice.
Combine Purchase Orders
Purchase Orders
If this check box is selected, LN will issue one invoice document that covers more than one purchase order.
Purchase Order Types
If this check box is selected, LN will issue one invoice document that covers more than one purchase order type. The order types are individually specified on the invoice.
Combine Maintenance Work Orders
Maintenance Work Orders
If this check box is selected, LN generates one invoice that covers a range of work orders.
Service Types
If this check box is selected, LN generates one invoice that covers a range of service types.
Combine PCS Orders
PCS Orders
If this check box is selected, LN issues one invoice that covers more than one PCS order. The PCS orders are individually specified on the invoice.