Issue the simple invoicing fiscal note
To issue the simple invoicing fiscal note:
- Select Installments (cisli8620m000) session. The Invoicing 360 (cisli3600m000) session is displayed. in the
- Select the billable line of the sales order on the Billable Lines tab and click . The Invoice Status is updated to Ready to Print.
- Select the invoice line on the Invoice Status is updated to Submitted to External System. and click . The
- Verify that a line related to the sales order that started the installment invoicing process is updated in the Invoicing Order Lines Invoiced/Shipped Balance Control (btfdc0560m000) session.
- Access the Fiscal Documents 360 (lpbra3600m000) session, select Sales Order in the second segment, the sales order in the third segment of the Source Document field and click .
- Verify the fiscal reference generated for the fiscal invoice of the sales order in the Fiscal Reference field on the Fiscal Document tab.
- Access the Invoicing (btsli2100m000) session and click related to the invoice associated with the fiscal reference number of the sales order. The Invoicing (btsli2100m900) session is displayed.
- Verify that the Invoicing Fiscal Document Type is Simple Billing of Future Sale Receiving in the Document Data section.
- Verify that the invoice is selected in the Invoicing (btsli2100m000) session and click . The Compose/Print/Post Invoices (btsli2200m100) session is displayed.
- Verify that the Print check box is selected in the Options section and click . The Transferred Fiscal Documents Report is generated.
- Click when the “1 Fiscal Document(s) Printed and 0 Fiscal Document(s) Posted.” message is displayed.
- Click Compose/Print/Post Invoices (btsli2200m100) session. in the
- Verify that the invoice is selected in the Invoicing (btsli2100m000) session and click and integrate the invoice in the Tax Engine. The Compose/Print/Post Invoices (btsli2200m100) session is displayed.
- Verify that the Post check box is selected in the Options section and click . The Transferred Fiscal Documents Report is generated.
- Click when the “0 Fiscal Document(s) Printed and 1 Fiscal Document(s) Posted.” message is displayed.
- Click Compose/Print/Post Invoices (btsli2200m100) session. in the
- Verify that the Invoice Status is updated to Posted and click . The Financial Integration (btsli2100m910) session is displayed.
- Review the transactions generated on the Ledger Postings tab.
- Access the Invoicing 360 (cisli3600m000) session and verify that the Invoice Status is updated to Approved by External System.
- Select the invoice line on the Invoice Status is updated to Posted. tab and click . The
- Review the generated reports and verify the generated ACR document in the Posting Batches Created report.
- Access the Transactions (tfgld1101m000) session and click on the Transaction Types tab to create a transaction and perform the accounts receivable (ACR) process.
- Select ABN in the Transaction Type field and click related to the ABN transaction type. The Bank Transactions (tfcmg2500m000) session is displayed.
- Select the document series in the Document field and click to create a bank transaction line.
- Verify that Receipt Transaction is selected in the Type of Transaction field and select the business partner in the Invoice-from/to Business Partner field.
- Select the ACR invoice document number generated for the business partner, specify the other required details and click .
- Select the ABN transaction line on the Transaction Types tab in the Transactions (tfgld1101m000) session and click .
- Review and close the generated journal reports.