Invoice Layout - Detail (cisli1150m200)

Use this session to configure the invoice layout by hiding or showing specific fields. For each layout type, a report will be generated based on the settings specified in this session.

The order of fields in the layout reflects that of the fields on the invoice, and cannot be modified. Grouped on corresponding tabs, the layout sections represent the report sections within the invoice to which the fields on the invoice apply:

Header
ColumnColumnColumn
Detail
Detail
Footer

 

To include additional data in the invoice report, ensure to select the appropriate check boxes.

 

Invoice Layout
Financial Company

A company that is used for posting financial data in Financials. You can link one or more enterprise units from multiple logistic companies to one financial company.

Invoice Layout

The layout code.

A user-defined description of the invoice layout.

Effective Date

The first day on which a record or a setting is valid.

Type

Invoice Layout Type

  • Sales Invoice

    A layout used for sales invoices.

  • Installment Invoice

    A layout used for installments.

  • Advance Invoice

    A layout used for advance invoices.

  • Advance Request

    An invoice layout used for advance payment requests.

  • Claim

    An invoice layout used for claim notes.

  • Cost Plus

    An invoice layout used for cost plus contracts.

  • Unit Rate

    An invoice layout used for unit rate.

  • Fees & Penalties

    An invoice layout used for contract fees and penalties.

  • Holdback

    An invoice layout used for holdback amounts.

  • Extension

    An invoice layout used for extensions.

  • Rebates

    An invoice layout used for rebates.

  • Interest Invoice

    A layout used for interest invoices.

  • Debit/Credit Note

    An invoice layout used for debit or credit notes.

  • Tax Invoice

    A layout used for tax invoices.

  • Intercompany Trade

    A layout used for invoices within an intercompany trade scenario.

  • DD Form 250

    The Material Inspection and Receiving Report form ( DD Form 250) can be mandatory for contractors working for the US Government. The report comprises prescribed information relevant to the shipping process and is used for invoicing. The DD 250 report may require users to check and accept or reject shipments at their source, destination, or both.

    Note

    DD Form 250 is available only for invoices of type Delivery Based.

  • Standard Form 1034

    The Public Voucher for Purchases and Services Other Than Personal (SF 1034) form can be mandatory for contractors working for the US Government. The report is used for invoices of type Cost-Plus.

  • Standard Form 1443

    The Contractor's Request for Progress Payment (SF 1443) form can be mandatory for contractors working for the US Government. As its full name indicates, the report is used for invoices of type Progress Payment Request.

  • Classic Invoice

    The layout supported in previous releases of LN.

  • Customized Invoice

    An invoice layout of your choice.

Customized Report Code

The code and description of a layout of type Customized Invoice.

Invoice Layout Status

  • Free
    The invoice layout cannot be used yet.
  • Active
    The invoice layout can be used.
Note

You can link an invoice layout with status Free to a billable line, and then use the Preview Invoice command to test the layout.

Last Modification
User

The user who last modified the invoice layout.

Date

The date when the invoice layout was last modified.

Header

If this check box is selected, the corresponding data is included in the header of the invoice.

Column

If this check box is selected, the corresponding data is included in the body of the invoice.

Detail

If this check box is selected, the corresponding data is included in the invoice.

Footer

If this check box is selected, the corresponding data is included in the footer of the invoice.

 

Reset to Defaults

Restores the initial settings of the invoice layout.