Correct invoicing data

If changes to the invoice amounts are required, you can undo the composition of a Ready to Print invoice in Invoicing. In the related Operations Management package, such as Sales or Service, you can change the invoice-related data. LN will then update the billable lines (status: On Hold) accordingly, after which you can reprocess the invoicing data.

Note

You cannot make corrections to invoices for which you use Direct processing of invoices, for example, debit notes and credit notes.

Step 1. Undo the composition of invoices

In the Invoicing 360 (cisli3600m000) session, select the invoicing batch or the recurring invoicing batch.

Select one of these check boxes:

  • Undo Compose

    If you click Continue, the application performs these actions:

    • Removes the invoices from Invoicing.
    • Sets the billable line status to Confirmed.
    • Sets the invoicing batch status to On Hold.
    For example, you can use this function if you want to change the selection ranges of the invoicing batch, and/or the invoicing options, and then reprocess the invoicing batch.
  • Undo Compose and Delete

    If you click Continue, the application performs these actions:

    • Removes the generated invoices from Invoicing.

    • Removes billable lines for Contract Management contracts, Service contracts, interest invoices, and manual sales invoices from the Billable Lines (cisli8110m000) session.

      Note: Manual sales invoices are retained in the Manual Sales Invoices (cisli2520m000) session. However, their status will be reverted to On Hold.

    • Sets the billable line status of other kinds of orders to On Hold.
    • Sets the invoicing batch status to On Hold.
Step 2. Correct the selection of invoices

To change the selection ranges of the invoicing batch, and/or the invoicing options:

  1. In the Invoicing Batches (cisli2100m000) session, open the invoicing batch and make the necessary changes.
  2. Confirm the billable lines whose status was set to On Hold, for example, using the Global Confirmation of Billable Lines (cisli2219m000) session.
  3. In the Compose/Print/Post Invoices (cisli2200m000) session, reprocess the invoicing batch.
Step 3. Correct the billable lines

To change the billable lines:

  1. Change the billable lines in the corresponding Operations Management package.

    For kinds of orders other than for Contract Management or Service contract, the billable lines still exist in Invoicing. You do not need to release the order lines to Invoicing again. If you save the new data in the appropriate sessions in Contract Management, Sales, Project, or Service, the application automatically updates the billable lines in Invoicing and sets the status to Confirmed.

    If you performed undo compose and delete for a Contract Management invoice or a Service contract invoice, the billable lines no longer exist in Invoicing. Change the data in the appropriate sessions of Contract Management or Service, and then release the data again to Invoicing.

  2. If you are authorized to do so, you can change a great number of data in the Billable Lines (cisli8110m000) session, including the following:

    • Pay-by Business Partner
    • Invoice Delivery Method
    • Delivery Terms
    • Cut-off Date
    • Invoicing Method
    • Report Layout
    • Payment Terms
    • Late Payment Surcharge
    • Payment Method
    • Tax Code
  3. Confirm the billable lines whose status was set to On Hold, for example, using the Global Confirmation of Billable Lines (cisli2219m000) session.
  4. In the Compose/Print/Post Invoices (cisli2200m000) session, reprocess the invoicing batch.

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