Invoicing

This topic describes the differences between Infor LN 10.3 and Infor LN 10.4 in Invoicing.

New and changed functionality

  • Infor LN 10.4 includes new functionality for additional report layouts, including the following:

    • DD Form 250
    • Standard Form 1034
    • Standard Form 1443
    • Advance Payment Request
    • Cost Plus
  • Multiple report layouts are supported by the new Custom Report option in the Report Layout field in the invoicing method. This option is available for any invoice type other than Progress Payment Request.
  • Invoice reversal and credit note handling is improved, now that the new Credit and Rebill command allows users to change invoice data after posting/sending the invoice to the customer.
  • Goods can be sent to business partners against no charge for sampling and promotion reasons. Still customs may need to be declared, and a VAT amount still needs to be declared to customs.
  • Tax-only invoices, that is, invoices where the tax amount is based on the regular retail value, are now supported.
  • To meet legal requirements, handling tax rate changes with installments is facilitated with the introduction of the Settlement Tax Date field in the Invoices (cisli3105m000) session.
Invoicing status

The Composed status is replaced with status Ready to Print.

If Workflow is implemented, the Ready to Print status can be preceded by two additional statuses:

  • Ready to Submit
  • Pending Approval

For more information, refer to Document authorization using ION Workflow

Credit notes

In the Billing Requests (cisli2100m000) session two fields are added:

  • Transaction Type for Credit Notes
  • Series Number for Credit Notes

Overwriting the transaction type for credit notes now depends on a separate setting on the billing request addition. If it is not allowed to overwrite the transaction type for credit notes, you cannot enter the transaction type for credit notes on the billing request, and the default transaction type set in the Invoicing Parameters by Source Type (cisli0101m000) session will be used.

Terminology

Where previously Advance Receipt Request was used, this is replaced with Advance Invoice.

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