Job processing of invoices

To process invoices in a batch job, you must use billing request sets. For example, you can define billing request sets to process similar selections of invoicing data regularly without the need to create a new billing request every time.

For example, you can set up daily processing of invoices related to sales orders.

Setting up job processing of invoices

To generate invoices for specific order types for specific business partners at regular time intervals:

  1. In the Global Confirmation of Billable Lines (cisli2219m000) session, select the order type or types that you want to process automatically.
  2. Click Add to Job to create a job that automatically confirms the invoicing data at the required time interval.
  3. Create a billing request template for the order type and set the number of orders to Several.
  4. Define the invoice layout in a billing request addition.

  5. Create a billing request to select the invoicing data.

  6. Create a billing request set.
  7. Add the billing request to the billing request set. You can add multiple billing requests to a billing request set.

  8. In the Compose/Print/Post Invoices (cisli2200m000) session, enter these details:

    1. Select the billing request set in the Billing Request Set field.
    2. Select the Composing, Printing, and Posting check boxes.
    3. Leave the current date and time in the Cut-off Date field.

    4. Click Add to Job to create a job that processes the billing request set at the required time interval.

      Leave a time interval of, for example, 30 minutes, between the job that confirms the invoicing data and the job that processes the billing requests. For more information, refer to Using jobs.

To create a billing request set:
  • In the Billing Request Sets (cisli1106m000) session, create a billing request set.
  • Select the billing request set and on the appropriate menu, click Billing Requests. The Billing Request Set - Billing Requests (cisli1107m000) session starts.
  • To add billing requests to the billing request set, click New. In the Billing Request field, click the browse arrow to select a billing request in the Billing Requests (cisli2100m000) session.
  • Save the data and close the Billing Request Set - Billing Requests (cisli1107m000) session.
  • In the Billing Request Sets (cisli1106m000) session, save the data.
To process a billing request set:
  1. In the Billing Request Sets (cisli1106m000) session, select the billing request set.
  2. On the appropriate menu, click Process. The Compose/Print/Post Invoices (cisli2200m000) session starts. The billing request set is already selected.
  3. In the Compose/Print/Post Invoices (cisli2200m000) session, enter the required data in the remaining fields.
  4. Click Continue to process the billing requests of the billing request set.

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