Invoice Layout - Detail (cisli1150m200)

Use this session to configure the invoice layout by hiding or showing specific fields. For each layout type, a report will be generated based on the settings specified in this session.

The order of fields in the layout reflects that of the fields on the invoice, and cannot be modified. Grouped on corresponding tabs, the layout sections represent the report sections within the invoice to which the fields on the invoice apply:


Header
Column	Column	Column
Detail
Detail
Footer

To include additional data in the invoice report, ensure to select the appropriate check boxes.

Field Information

Invoice Layout

Financial Company

financial company

Invoice Layout

The layout code.

Description

A user-defined description of the invoice layout.

Effective Date

The first day on which a record or a setting is valid.

Type

Sales Invoice: A layout used for sales invoices.
Installment Invoice: A layout used for installments.
Advance Invoice: A layout used for advance invoices.
XML Layout: A layout used with XML layout. This XML Layout is only used if no value is assigned in the column ‘XML Layout’ for the specific Invoice Layout Type (for example Sales Invoice).
Advance Request: An invoice layout used for advance payment requests.
Claim: An invoice layout used for claim notes.
Cost Plus: An invoice layout used for cost plus contracts.
Unit Rate: An invoice layout used for unit rate.
Fees & Penalties: An invoice layout used for contract fees and penalties.
Holdback: An invoice layout used for holdback amounts.
Extension: An invoice layout used for extensions.
Rebates: An invoice layout used for rebates.
Interest Invoice: A layout used for interest invoices.
Debit/Credit Note: An invoice layout used for debit or credit notes.
Tax Invoice: A layout used for tax invoices.
Intercompany Trade: A layout used for invoices within an intercompany trade scenario.
DD Form 250: The Material Inspection and Receiving Report form ( DD Form 250) can be mandatory for contractors working for the US Government. The report comprises prescribed information relevant to the shipping process and is used for invoicing. The DD 250 report may require users to check and accept or reject shipments at their source, destination, or both.

Note: DD Form 250 is available only for invoices of type Delivery Based.
Standard Form 1034: The Public Voucher for Purchases and Services Other Than Personal (SF 1034) form can be mandatory for contractors working for the US Government. The report is used for invoices of type Cost-Plus.
Standard Form 1443: The Contractor's Request for Progress Payment (SF 1443) form can be mandatory for contractors working for the US Government. As its full name indicates, the report is used for invoices of type Progress Payment Request.
Classic Invoice: The layout supported in previous releases of LN.
Customized Invoice: An invoice layout of your choice.
Automotive Invoice DIN 4991: The Automotive invoices are a combination of invoice and shipment data. The Automotive invoice is a printed report at a time when the invoice document is posted and printed in the application.

Customized Report Code

The code and description of a layout of type Customized Invoice.

Invoice Layout Status

Free
The invoice layout cannot be used yet.
Active
The invoice layout can be used.

Note: You can link an invoice layout with status Free to a billable line, and then use the Preview Invoice command to test the layout.

Last Modification

User: The user who last modified the invoice layout.
Date: The date when the invoice layout was last modified.

Header

: If this check box is selected, the corresponding data is included in the header of the invoice.

Column

: If this check box is selected, the corresponding data is included in the body of the invoice.

Detail

: If this check box is selected, the corresponding data is included in the invoice.

Footer

: If this check box is selected, the corresponding data is included in the footer of the invoice.