Print Advance Invoice in Batch

This document explains how you invoice a customer order before the goods ordered are delivered.

To print advance invoice interactively see Managing Advance Invoice.

Outcome

Invoices are printed on paper or sent via electronic media. When invoicing is done any advance invoices are automatically created for the requested advance invoice dates specified in OIS105.

The invoice can be monitored in 'Customer Order Invoice. Display' (OIS350). The final invoice is automatically reconciled against the total amount invoiced in advance, and further advance invoicing is stopped. Next step is to recording and allocating payments.

Status 20=Not invoiced, will be assigned in 'Customer Order. Invoice in advance'(OIS105). The status is raised to 70 after processing the advance invoice in 'CO Invoice. Print' (OIS180) or after interactive invoicing.

The following files are updated:

  • Pre-payment invoice (OOPINV)
  • Customer order – head (OOHEAD)

The following files are updated after cash payment:

  • Payments (OPAYMH)
  • Payments – Details (OPAYMD)
  • Sales ledger (FSLEDG)
  • General ledger (FGLEDG)
  • Check number master file (FCHKMA)

When handling other payments – see Processing customer payments and respective instruction for details.

Before you start

  • An advance invoice proposal must be specified in program 'Customer Order. Invoice in Advance (OIS105).
  • The customer order type allows advance invoicing. This is set in 'Customer Order Type. Open'(OIS010/K).
  • The Auto level allows manual advance invoicing. This is set in 'Customer Order Type. Open' (OIS010/K).
  • If you want to register the payment in cash after interactive invoicing, these prerequisites must be met (OIS215 is displayed after interactive invoicing and enables to register the payment of the advance invoice):
    • Set Cash desk active = 1 in Customer order. Open (OIS100/P)
    • Set Cash payment = 1 in Payment term. Open (CRS075/E)
    Note: If this parameter is not activated, OIS215 is not started automatically but you can still start it and register the payment. You will need to select the invoice number instead of having it automatically retrieved.

Follow these steps

  1. Start 'Customer Order Invoice. Print' (OIS180).

  2. Choose between these alternatives:

    • Advance invoice a range

      or

    • Advance invoice separate customer orders

Advance Invoice a Range

  1. Press F13 = Parameters and specify opening panel E. Press Enter.

  2. Specify 3 (advance invoicing only) in field Advance invoice code. Make your selections for advance invoicing by facility, payer, customer, delivery date, order type, invoicing group, delivering warehouse, and wave.

  3. Press Enter to start the advance invoicing.

Advance Invoice Separate Customer Orders

  1. Press F13 = Parameters and specify opening panel F. Press Enter.

  2. Specify 3 (advance invoicing only) in field Advance invoice code. Specify the customer order(s) to be invoiced in advance.

  3. Press enter to start the advance invoicing.

    When invoicing is done any advance invoices are automatically created for the requested advance invoice dates specified in OIS105.

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