Job processing of invoices

To process invoices in a batch job, you must use recurring invoicing batches. Typically, you would define recurring invoicing batches to process similar selections of invoicing data regularly without the need to create a new invoicing batch every time.

Example: daily processing of invoices related to sales orders.

To set up job processing of invoices:

  1. In the Global Confirmation of Order data (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 an invoicing batch template for the order type and set the number of orders to Several.
  4. Define the invoice layout in invoicing batch options.
  5. Create an invoicing batch to select the invoicing data.
  6. Create a recurring invoicing batch.
  7. Add the invoicing batch to the recurring invoicing batch. You can add multiple invoicing batches to a recurring invoicing batch.

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

    1. Select the recurring invoicing batch in the Recurring Invoicing Batch field.
    2. Select the Compose, Print, and Post 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 recurring invoicing batch 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 invoicing batches. For more information, refer to Using jobs.

To create a recurring invoicing batch:

  1. In the Billing Request Sets (cisli1106m000) session, create a recurring invoicing batch.
  2. Select the recurring invoicing batch and on the appropriate menu, click Billing Requests. The Billing Request Set - Billing Requests (cisli1107m000) session starts.
  3. To add invoicing batches to the recurring invoicing batch, click New. In the Billing Request field, click the browse arrow to select an invoicing batch in the Billing Requests (cisli2100m000) session.
  4. Save the data and close the Billing Request Set - Billing Requests (cisli1107m000) session.
  5. In the Billing Request Sets (cisli1106m000) session, save the data.

To process a recurring invoicing batch:

  1. In the Billing Request Sets (cisli1106m000) session, select the recurring invoicing batch.
  2. On the appropriate menu, click Process. The Compose/Print/Post Invoices (cisli2200m000) session starts. The recurring invoicing batch 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 invoicing batches of the recurring invoicing batch.

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