The total contract amount can be split into installments with the corresponding amounts, based on the contract amount and the schedule.
Generate Installments (tppin4251m000)Use this session to select a range of installments to be invoiced. The project status must be Active or Finished and the installment cannot be closed. Planned invoice date and actual invoice date The following options must be considered when using the Set Invoicable field: Planned invoice date of installment: finished activity If the triggering activity is 100% complete or if the triggering milestone is reached, you can invoice installments.
date If the planned invoice date is earlier than or the same as the actual invoice date, you can invoice installments.
Selection Range Contract The From and To fields define a range of: Contracts. Note The total contract amount can be split into installments with the corresponding amounts, based on the contract amount and the schedule. Contract Line The From and To fields define a range of: Contract Line. Note The project linked to the contract line, the top element and the default control account or work package defined for the project is used for the installment. The planned invoice date can be calculated based on the invoice date of the schedule and either the Contract Award Date or a Specific Date. Example A contract line amount is 10.000. Installment schedule is split into 35, 60 and 5 percent with the invoice day as 5, 30 and 45. While generating installments the amounts will be 3.500, 6.000 and 500. The planned invoice date is calculated by taking the contract or the specific date and adding 5 days for the first, 30 for the second and 45 for the last installment. Project The From and To fields define a range of: projects. Sold-to Bus. Partner The From and To fields define a range of: sold-to business partners. Installment No. The From and To fields define a range of: installments. Settings New Installments from Schedule If this check box is selected, LN generates installments based on the schedule defined in the Installment Schedules (tcmcs2140m000) session. Note The defined schedule is linked to the contract line and is used to generate installments. Invoice Start Date The date when the installment invoicing starts. Allowed values Date The date you specify for the installment invoicing to
start. Note This field is enabled only if the Invoice Start Date field is set to Specific Date. Use Element If this check box is selected, you can use standard elements to generate installments for the
project. Note This field is enabled only if the New Installments from Schedule checkbox is selected. Element The code that identifies the standard element using which LN generates the
installments. Note This field is enabled only if the New Installments from Schedule checkbox is selected. Description The description or name of the code. Use Activity If this check box is selected, you can use standard activities to generate installments for the
project. Note This field is enabled only if the New Installments from Schedule checkbox is selected. Activity The code that identifies the standard activity using which LN generates the
installments. Note This field is enabled only if the New Installments from Schedule checkbox is selected. Description The description or name of the code. Process Report If this check box is selected, LN prints the process report. Set Installments billable on If this check box is selected, the installments within the specified range
are set to billable in the specified period. Set Billable on The period during which the installments are set to
billable. Allowed values Actual Invoice Date If the Planned Invoice Date field is earlier than the date and
time of this field, the installment is set to invoiceable. Note This field is enabled only if the Set Billable on field is set to Specific Date.
Details... Starts the Project Selection (tppdm6800m000) session. Generate Generates the installments to be invoiced.
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