Invoicing Parameters (cisli0100m000)

The overview session displays:

  • A history list of parameter sets and their effective dates.
  • The current parameter set, at the top of the list and without an effective date.

To view historical settings, double-click one of the historical parameter sets.

To view or change the current parameter settings, double-click the set without an effective date. The set appears at the top of the list.

When you make the required changes and save the new parameter set, LN performs the following actions:

  • Adds the old set to the history list, with the present effective date.
  • Updates the current set (at the top of the list).

You can use the Print Parameters (cisli0400m000) session to print and compare the parameter settings.

In the details session, you can set up:

  • A default invoicing batch template and default invoicing options.
  • The default account and dimensions for invoices related to fixed asset disposal.
  • Default invoicing batch templates and options for direct processing of sales orders, manual sales invoices, debit notes, and credit notes.
  • Miscellaneous options.
Note

To define and maintain transaction types and series, from the appropriate menu, select Transaction Types.

 

Introduction Date

The date and time that the parameters are valid. The parameters are valid up to the effective date of a more recent parameter setting.

Financial Company

The financial company to which the parameters apply.

Description

The description of the parameter set. For example, you can indicate why you change the parameters.

If you do not enter a description, this field contains the date and time when you defined the parameters.

Processing
Invoice Date
Invoice Date

LN uses the value of this field in combination with two other settings (see Note) to determine:

  • The invoice date, which can be one of these:

    • Approval Date
      Set when the invoice line is automatically confirmed, which occurs when the invoice is released to Invoicing.
    • Delivery Date
      Set in Sales.
  • Whether to create an additional invoice.

    If this field is set to Approval Date or Delivery Date and the invoice lines have different approval dates, the invoice is split, which results in an additional invoice.

Default value

Invoice Creation Date

Note

LN takes the Approval Date and Delivery Date settings only into account if all of these conditions apply:

  • In the Implemented Software Components (tccom0500m000) session, Customer Approval is selected.
  • In the Ship-to Business Partner (tccom4111s000) session, the ship-to business partner has the Customer Approval check box selected.
  • In the Sales Order Types (tdsls0594m000) session, Sales Order Invoice Lines (tdsls4106m100) is linked as an activity to the sales order type.
Tax Date
Tax Date

LN uses the tax rates valid on this date to calculate the tax on the invoices.

  • Invoice Date
    The creation date of the invoice.
  • Order Date
    The creation date of the sales order.
  • Delivery Date
    The delivery date of the sales order.
Settlement Tax Date
Settlement Tax Date Based on

This setting determines if and how tax on installment invoices is corrected in the settlement invoice.

Related topics

Fiscal Period Derived From
Date for Fiscal / Reporting Periods

The date used to determine the fiscal period or the reporting period in which the invoice must be posted.

Allowed values

Period Derived From

Note

By default, this field is set to Invoice Date.

Tax Period Derived From
Tax Period Derived From

The date used to determine the tax period in which the invoice must be posted.

Note
  • If you use the VAT book, LN sets this field to Transaction Entry Date.
  • By default, this field is set to Tax Date.

Allowed values

Period Derived From

Printing
Print in Tax Country Language

If this check box is selected, LN prints the invoice in the language of the tax country instead of the invoice-to business partner's language.

Note

In many situations, the tax country language and the invoice-to business partner's language are the same.

Aggregate Shipment Lines

If this check box is selected, the amounts of shipment lines are aggregated.

Invoice Print Output
Invoice Print Output

The format in which the invoices are printed.

Allowed values

Invoice Print Output

Posting
Create New Batch by User

If this check box is selected, LN does not process invoicing batches created by different users in one batch.

If the user who posts an invoicing batch differs from the user who posted the previous invoicing batch, LN creates a new batch.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to New batch per user.

Revenue Recognition at Installments (Sales)

If this check box is selected, LN takes installment invoice amounts into account for revenue recognition.

Note

When selected, for Normal and Guarantee installments, the following applies:

  • The Sales Order / Revenue Analysis integration document is used instead of the Sales Order / Normal Installment and Sales Order / Settled Guarantee Installment documents.
  • When sales order lines are invoiced, no currency difference postings are created for the reversal of installments.
Processing Defaults
Composing Reference Based

The invoicing batch template used to create an invoicing batch during direct processing of invoices.

Invoicing Options

The invoicing options used to create an invoicing batch during direct processing of invoices.

Manual Processing

The invoicing batch template used by default if you create or generate invoicing batches in the Invoicing Batches (cisli2100m000) session.

Invoicing Options

The invoicing options used by default if you create or generate invoicing batches in the Invoicing Batches (cisli2100m000) session.

Device for Debit/Credit Note Process

The device used to print the invoices and exception reports during direct processing of invoices.

Manual Sales
Manual Sales
Manual Sales Order Header Dimensions

If this check box is selected, you can specify the dimensions on the header of a manual sales invoice.

Log Intrastat for Manual Sales

To log Intrastat data for manual sales invoices, select this check box.

For the individual invoice lines, you can overrule this parameter in the Manual Sales Invoice Lines (cisli2125m000) session.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Unused concepts in Invoicing.

Revenue Account
Use General Ledger Code

Indicates the default way in which you want to specify the posting data in the Manual Sales Invoice Lines (cisli2125m000) session.

If, by default, you want to use a GL code to map the credit entry of manual sales invoices, select this check box.

Related topics

General Ledger Code

The default GL code for the credit entry of manual sales invoices.

Related topics

Ledger Account

The ledger account for the credit postings of manual sales invoices.

This ledger account appears by default if you enter manual sales invoice data in the Manual Sales Invoice Lines (cisli2125m000) session and you clear the Asset Disposal check box.

If you clear the Use General Ledger Code check box, you can specify a ledger account.

Related topics

Dimension Code 1 - 12

The dimensions for the credit postings of manual sales invoices.

Dimension Description

The description or name of the code.

Asset Disposal
Ledger Account

The ledger account for the credit postings of invoices for the disposal of fixed assets.

This ledger account appears by default if you enter manual sales invoice data in the Manual Sales Invoice Lines (cisli2125m000) session and you select the Asset Disposal check box.

The ledger account must not be an integration account, and the Fixed Asset Integration field must be set to Disposal in the Chart of Accounts (tfgld0508m000) session.

Dimension Code 1 - 12

The dimensions for the credit postings of manual sales invoices.

Dimension Description

The description or name of the code.

Miscellaneous
Miscellaneous
Risk Transfer Time Fence

The maximum number of days that the risk transfer date can either precede or follow the invoice date.

  • To allow users specifying a date preceding the invoice date, enter a negative value.
  • To allow users specifying a date following the invoice date, enter a positive value.
Self-Billed Invoice
Match Code

The default match code used if the corresponding field in the Invoice-to Business Partner (tccom4112s000) session is left empty.

Automatic Approve Self-Billed Invoice

If this check box is selected, LN sets the status of successfully matched self-billed invoices to Approved.

Automatic Match Self-Billed Invoice

If this check box is selected, when self-billed invoice lines are received, LN will try to match these with sales and warehouse order invoice lines.

Charge Type For Service Item
Charge Type For Service Item

The type of delivery covered by the invoice line.

Free of Charge
Not-Claimed Options

The type of invoicing in case of Tax Only Invoice - Not Claimed.

  • Use Free of Charge Report
    A user-defined report, which can be based on the transaction type that is assigned to free of charge transactions.
  • Zero Price Invoicing
    A zero value invoice is created.
Archiving
Copy to Archive Company

If this check box is selected, LN moves all the purged sales invoices to the history company selected for the current financial company in Company Parameters (tfgld0503m000) session.

Number Groups
Number Group and Series

The default number group and series used to generate numbers for this entity.

Integration with Finance
Integration Document Type
Dimension Accounting

For dimension accounting, LN retrieves the dimensions from the mapping of this integration document type in the currently active integration mapping scheme.

Asset Disposal

For asset disposal, LN retrieves the dimensions from the mapping of this integration document type in the currently active integration mapping scheme.

Transaction Types
Transaction Type and Series

The transaction type and series used to generate document numbers for the invoices.

The transaction category must be Sales Invoices.

LN generates the invoice document numbers when you print the original invoices. Until that moment, the invoicing data is identified in Invoicing by a temporary sequence number.

Transaction Type and Series

The transaction type and series used to generate document numbers for the debit notes that are generated during the Cash application procedure.

LN generates the invoice document numbers when you print the original invoices. Until that moment, the invoicing data is identified in Invoicing by a temporary sequence number.

Transaction Types for Credit Notes
Transaction Type and Series

The transaction type and series used to generate document numbers for the credit note invoices.

The transaction category must be Sales Invoices or Sales Credit Notes.

LN generates the invoice document numbers when you print the original invoices. Until that moment, the invoicing data is identified in Invoicing by a temporary sequence number.

Transaction Type and Series

The transaction type and series used to generate document numbers for the credit notes that are generated during the Cash application procedure.

 

Print Parameters

Starts the Print Parameters (cisli0400m000) session.

Transaction Types