The invoicing method that you define or maintain.
Invoicing Methods (tcmcs0155s000)Use this session to define or maintain an invoicing method. If you do not use Project or Service, leave the fields that are specifically related to these packages at their default values. Use the check boxes to specify that collective invoices must be issued. Invoices can be collected for different types of data. If you collect orders, one invoice is issued covering more than one order. The orders are individually specified on the invoice. These check boxes combined with the Print Order Lines selection enable you to print four types of sales invoices:
General Invoicing Method The invoicing method that you define or maintain. Print Item Code If this check box is selected, LN prints the item code on the invoice line. Item Description If this check box is selected, LN prints the item description on the invoice line. Customer Item Code If this check box is selected, LN prints the item code that is used by the customer on the invoice line. Discount Indicates whether the gross amount or the net amount of the discount must be printed on the invoice lines. Aggregation by Installment Line If this check box is selected, you can aggregate the invoice lines linked to an installment in the printed invoice. Combine Combine Tax Codes If this check box is selected, LN issues one invoice covering orders to which different tax codes apply. The orders are individually specified on the invoice. Combine Departments If this check box is selected, LN issues one invoice covering orders that were issued by more than one department or sales office. The orders are individually specified on the invoice. Combine Sales Representatives If this check box is selected, LN issues one invoice covering orders that were handled by more than one sales representative. The orders are individually specified on the invoice. Combine Manual Sales Invoice Data If this check box is selected, LN will issue one invoice covering all the invoices that were entered manually for this invoice-to business partner. Such invoices are not linked to orders. Combine Lines of Business If this check box is selected, LN issues one invoice covering orders to which different lines of business apply. The orders are individually specified on the invoice. Combine Areas If this check box is selected, LN issues one invoice covering orders to which different areas apply. The orders are individually specified on the invoice. Combine Positive and Negative Order Lines If this check box is selected, LN can issue invoices that cover order lines with positive and negative amounts on one invoice. To create separate sales invoices for credit notes, you can clear this check box. For example, to post tax amounts on credit notes to ledger accounts other than the sales tax account, you must clear this check box. Combine Delivery Notes If this check box is selected, LN can issue invoices that cover order lines with different delivery notes on one invoice. If this check box is cleared,, LN creates one invoice per delivery note. If an order line does not have a delivery note, the lines without delivery notes are combined on one invoice. Combine Shipments If this check box is selected, LN issues one invoice that covers multiple shipments. The shipments are individually specified on the invoice. If this check box is cleared, LN creates one invoice per shipment. If an order line does not have a shipment, the lines without shipments are combined on one invoice. Combine Sold-to Business Partners If this check box is selected, LN will issue one invoice for a business partner for orders that were created for different sold-to business partners. The orders are individually specified on the invoice. LN cannot create one invoice for business partners with different tax numbers. If the possibility exists that multiple sold-to business partners with different tax numbers are linked to the orders, you must clear this check box. Combine Sold-to Addresses If this check box is selected, LN will issue one invoice for a business partner for orders with different sold-to addresses. The orders are individually specified on the invoice. Combine Ship-to Business Partners If this check box is selected, LN will issue one invoice for a business partner for orders that were delivered to different ship-to business partners. The orders are individually specified on the invoice. Combine Ship-to Addresses If this check box is selected, LN will issue one invoice for a business partner for orders that were delivered at different ship-to addresses. The orders are individually specified on the invoice. Order/Freight Management Combine Sales Orders Combine Sales Orders If this check box is selected, LN will issue one invoice covering more than one order. Note The orders are individually specified on the invoice. Combine Sales Order Types If this check box is selected, LN will issue one invoice covering more than one order type. The order types are individually specified on the invoice. Installments If this check box is selected, LN issues one invoice that covers more than one sales order installment. Note The orders are individually specified on the invoice. Combine Rebates Combine Rebates If this check box is selected, LN will issue one invoice document that covers more than one rebate invoice. Freight Management Combine Freight Orders If this check box is selected, LN issues one invoice that covers more than one freight order. The freight orders are individually specified on the invoice. Contract Invoice Type The invoice type determines how work for the contract is invoiced. Allowed values Shipment Based Invoicing If this check box is selected, all deliverables in a shipment are collected on one invoice. Note This field is available only if Invoice Type is set to Delivery Based. Combine Contracts If this check box is selected, all contracts with one customer are collected on one invoice. This applies to all invoicing types. Contract Lines If this check box is selected, all contract lines with one customer are collected on one invoice. This applies to all invoicing types. Combine Projects If this check box is selected, all projects carried out for one customer are collected on one invoice. This applies to all invoicing types. Documents Combine Indicates whether notes must be printed with the invoices, and whether one invoice can cover more than one note. A note refers to the documents created in Project to accompany expenses that you can invoice to the customer. These notes are identified by a project document number. You can specify a project document when entering project costs in the cost entry session for the relevant cost type. The project document can also be filled by Financials when matching or approving a project-related purchase order. Note You can specify this field only if the Invoice Type field is Cost Plus. Allowed values Print If this check box is selected, LN prints for each invoice line the document (note) number and the date of the note that states the actual cost. Aggregate Material This field indicates how cost plus transactions and extension transactions must be aggregated for materials. Labor This field indicates how cost plus transactions and extension transactions must be aggregated for tasks. Equipment This field indicates how cost plus transactions and extension transactions must be aggregated for equipment. Subcontracting This field indicates how cost plus transactions and extension transactions must be aggregated for subcontracting. Sundry Costs This field indicates how cost plus transactions and extension transactions must be aggregated for miscellaneous costs. Overhead This field indicates how cost plus transactions and extension transactions must be aggregated for overhead costs. Progress Invoice Additional Work on Invoice If this check box is selected, additional work is specified on the regular invoices for each installment. If this check box is cleared, additional work is specified on the invoice for the final installment. If you do not select the Final Installment check box, you must select this check box. Rounding on Installment If this check box is selected, LN invoices the exact installment amount for nonfinal installments. Final installments are never rounded. If this check box is cleared, LN invoices the amount calculated for the progress specification. Use the Invoicing module of Project to record the agreed installment amount. Final Installment If this check box is selected, LN generates a final installment invoice. If this check box is cleared, LN will not generate a final installment. Variations in work are specified and accounted for on the final installment invoice. Percentage Less Work to Settle If the project required less work than what was originally agreed, LN calculates the amount equivalent to the work reduction. LN then subtracts a percentage of that amount from the invoice. For example, if the value in the Percentage Less Work to Settle is zero, the work reduction is ignored and the invoice amount is not corrected at all. If the percentage is 100, the invoice is only for work that is actually carried out. LN uses this percentage to calculate the amount with which the final installment is corrected. If the amount of work reduction exceeds the amount of additional work, LN corrects the final installment. Service and Maintenance Aggregate Service Orders The information that is shown collectively on the service invoice. LN generates a separate invoice line for the information that is not aggregated.
Maintenance Sales Orders The information that is shown collectively on the maintenance invoice. LN generates a separate invoice line for the information that is not aggregated.
Combine Service Orders Service Orders If this check box is selected, LN generates one invoice that covers a range of service orders. Service Types If this check box is selected, LN generates one invoice that covers a range of service coverage types. Installation Groups If this check box is selected, LN generates one invoice that covers a range of installation groups. Note To cover a range of service orders, you must select the Service Orders check box. Combine Maintenance Sales Orders Maintenance Sales Orders If this check box is selected, LN generates one invoice that covers a range of maintenance sales orders. Service Types If this check box is selected, LN generates one invoice that covers a range of coverage types. Installation Groups If this check box is selected, LN generates one invoice that covers a range of installation groups. Combine Service Contracts Service Contracts If this check box is selected, LN generates one invoice that covers a range of service contracts. Service Contract Types If this check box is selected, LN generates one invoice that covers a range of service-contract types. Note To cover a range of service contracts, you must select the Service Contracts check box. Combine Calls Service Calls If this check box is selected, LN generates one invoice that covers a range of service calls. Installation Groups If this check box is selected, LN generates one invoice that covers a range of installation groups. Combine Customer Claims Combine Customer Claims If this check box is selected, LN generates one invoice that covers a range of customer claims. Service Types If this check box is selected, LN generates one invoice that covers a range of service types. Combine Supplier Claims Combine Supplier Claims If this check box is selected, LN generates one invoice that covers a range of supplier claims. Service Types If this check box is selected, LN generates one invoice that covers a range of service types. Installation Groups If this check box is selected, LN generates one invoice that covers a range of installation groups. Combine Intercompany Trade Orders Combine Intercompany Trade Orders If this check box is selected, LN generates one invoice that covers a range of intercompany trade orders. Intercompany Trade Scenarios If this check box is selected, LN generates one invoice that covers a range of intercompany trade scenarios.
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