| Using InvoicingUsing Invoicing includes these tasks: Set up Invoicing Before you can create sales invoices for sales orders, you must
define the invoice parameters, the layout of the printed invoices, and the
rules for the selection of orders for which LN creates the invoices. Print draft invoices in Operations Management
(optional) In the various Operations Management packages, you can print a draft invoice to check the invoice
and to make corrections to the invoice amounts before you release the order
data to Invoicing. The
default template and billing request additions that you define in the Invoicing Parameters (cisli0100m000) session are used for the draft invoice. When you print
a draft invoice in Operations Management, the order data is not released to Invoicing. Release the invoices to Invoicing You can release the order data for invoicing in various
sessions within LN: Sales Release Sales Orders/Schedules to Invoicing (tdsls4247m000), which you can start from the appropriate menu in the Sales Orders (tdsls4100m000) session or the Sales Deliveries (tdsls4101m200) session. Invoices with a negative
amount, for example, for return orders, result in a credit note. - Release Commissions/Rebates to Invoicing (tdcms2201m000)
Project Transfer Transactions to Invoicing (tppin4200m000) Service Service order invoicing data is released to Invoicing when you set an
actual cost line to Costed in one of these sessions: - Service Order Estimated Material Costs (tssoc2120m000)
- Service Order Estimated Labor Costs (tssoc2130m000)
- Service Order Estimated Other Costs (tssoc2140m000)
- Service Orders (tssoc2100m000)
- Service Order Activities (tssoc2110m000)
- Service call invoicing data is released to Invoicing if from the appropriate menu of the Call Invoicing (tsclm1105s000) session, you select Create Billable Line.
Freight Freight order data is released to Invoicing in the Release to Invoicing (fmfri0210m000) session. If you select the Invoice for Freight check box in the Sales Order Lines (tdsls4101m000) session, freight order data is automatically released
to Invoicing when you
release sales orders. Financials Interest invoices from the Accounts Receivable module, in the Transfer Interest Invoices to Invoicing (tfacr5220m000) session. Debit notes and credit notes from the Cash Management module. In addition, you can create manual invoices directly in Invoicing in the Manual Sales Invoicing Data (cisli2520m000) session.
Compose, print, and post the invoices Compose the invoices for the released orders and print the
original invoices. You can customize the invoice text and layout. Send the
printed invoices to your business partners using various invoice delivery
methods. When you post the invoices, the ledger accounts in the General Ledger module,
and open entries in the Accounts Receivable module, are updated. Remove the invoicing data Use the Archive and Delete Invoice Data (cisli3210m000) session periodically to remove the invoicing data
and the posted invoices from the Invoicing tables. You can archive the data to the History Company of the current financial company.
| |