Create Invoice Lines

This procedure is used to create invoice lines containing the amounts to invoice.

Before you start

To start this procedure, an invoice header must be entered.

To generate invoice lines from actuals (step 2 below), the following prerequisites must be met:

To adjust a final invoice line from actuals (step 6 below), the following prerequisites must be met:

  • Actuals are entered in the selected project element.
  • Actuals were not previously invoiced.
  • For on account invoicing, an element in the project structure has 2 entered in the Invoicing field in 'Project. Open' (POS100/E).
  • The status is less than 60 for on account invoicing.
  • For final and adjustment invoicing, an element in the project structure has 1 entered in the Invoicing field in 'Project. Open' (POS100/E).
  • The status is 60 or greater for final and adjustment invoicing.
  • An invoice line is entered for adjustment invoicing.
  • An invoice line is entered.
  • The final invoice has suffix lines.

Follow these steps

  1. Start 'Project. Open' (POS091). (POS100/B11) is displayed.

  2. Specify option 35=Invoicing to go to 'Project Invoice. Update' (POS480/B).

  3. Specify option 23=Generate actual to automatically generate lines for on account invoices and final invoices.Whether fixed, ceiling, minimum or maximum prices are entered (in 'Project. Open' POS100/F) is also considered when lines are generated for on account invoicing.For adjustment invoicing, specify option 30=Correct to adjust the final invoice.

  4. In 'Project Invoice. Update' (POS480/B), specify option 11=Invoice lines for the invoicing elements to create invoice lines for. Press Enter to go to 'Project Invoice. Update Lines' (POS481/B).

  5. Create a new invoice line. The line number is set automatically. If lines are created already, the suffix lines are displayed with the line to which they are connected. Each project element must have a new line number.

  6. In the E panel, specify the amount to invoice. Advance or partial invoice lines entered this way are also generated as a suffix line on the final invoice.

  7. Starting in panel (POS480/B) again:

  • To generate suffix lines for an adjustment invoice line (entered here), specify either option 23=Generate actual or option 30=Correct.
  • To create an adjustment invoice for additional actuals, specify option 23=Generate actual.
  • To adjust the amounts on the final invoice, specify option 30=Correct for the appropriate invoice. The suffix lines in the final invoice are then copied to the adjustment invoice.
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