Setting up self-billed invoicing

To set up self-billed invoicing:

  1. In the Terms and Conditions Line (tctrm1620m000) session, on the Invoicing tab, ensure that the following check boxes are selected:

    • Self-Billing
    • Receive Invoice
  2. In the Match Codes (tcmcs0158m000) session, define at least one match code.
  3. In the Invoicing Parameters (cisli0100m000) session, on the Miscellaneous tab, under Self-Billed Invoice, specify these fields as required:

    • Match Code (mandatory)
    • Automatic Match Self-Billed Invoice (recommended)
    • Automatic Approve Self-Billed Invoice
  4. In the same session, on the Number Groups tab, specify a number group and series for self-billed invoices.
  5. In the Self-Billing Approve Authorizations (cisli0120m000) session, define minimum and maximum amounts and percentages for users when they approve matched self-billed invoices.
Note

If you use the DEM Content Pack with Infor LN, consider using the MCI0050 (Self-Billing for Customer invoices) wizard to set up self-billed invoicing. You can execute this predefined wizard from the Wizards by Project Model (tgwzr4502m000) session after you specified the business function model for your company. See Business function model.