Transfer Transactions to Invoicing (tppin4200m000)

Use this session to transfer the following invoice source lines from Project to Invoicing:

 

Types of Invoices to Be Transferred
Advance Paym. Requests

If this check box is selected, the advance payment requests are transferred.

Unit Rates

If this check box is selected, the unit rates are transferred.

Progress Payments

If this check box is selected, progress payments are transferred to Invoicing.

Fees and Penalties

If this check box is selected, the contract fees and penalties are transferred to Invoicing.

Installments

If this check box is selected, the installments are transferred.

Extensions

If this check box is selected, the extensions are transferred.

Note

You must select the extension's invoicing method in the Project Extensions (tpptc0510m000) session. It can be based on the Contract Amount, Budgeted Costs or Actual Costs.

Cost Plus

If this check box is selected, the cost-plus transactions are transferred.

Holdback

If this check box is selected, the holdback lines are transferred.

Selection Range
Project

The From and To fields define a range of: projects.

Sold-to Business Partner

The From and To fields define a range of: sold-to business partners.

Extension

The From and To fields define a range of: extensions.

Transaction Time

The From and To fields define a range of: transaction dates and times.

Options
Print Draft Invoices

If this check box is selected, the invoice status is set to Confirmed. The invoice source lines are not transferred to LN Invoicing. The draft invoices are printed for the selected data. The user can view the invoice data.

Note

The check box must be cleared to transfer the invoice source lines to LN Invoicing.

You can use this check box to verify the results, when the project data is transferred to Invoicing. You can also preview the invoice in Invoicing.

Print Euro

If this check box is selected, due amounts are printed in the Euro currency.

Printing Sequence

The code that identifies the print sequence.

Description

The description or name of the code.

Device for Draft Invoice

Select the device for printing the draft invoices.

Transfer Values
Invoice Status

The invoice's new status.

This field can have the following values:

  • On Hold
  • Confirmed
Note

The invoice status is set to Confirmed when the Print Draft Invoices check box is selected.

Related topics

Cut Off Date

The cut-off date and time for the transfer of project data to Invoicing. LN uses the cut-off date to assign a value to the new record generated in Invoicing

Note

For Installments, LN defaults the value specified in the Planned Invoice Date field, in the Installments (tppin4151m000) session.

 

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Starts the Contract Selection (tpctm1800m000) session that enables you to select the range of contracts.

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Starts the Contract Line Selection (tpctm1810m000) session that enables you to select the range of contract lines.

Transfer

Transfers the project data to Invoicing.