Invoice Post-processing
Invoice post-processing involves manual updating for an invoiced customer order. This way, the users can decide when the invoice is updated and which activities/updates should be done. The activities to be done during or after invoicing are set in 'Settings - Customer Order Invoicing' (CRS722).
Most activities can be considered as either immediate invoicing or manual invoicing. These activities can be post-processed manually.
| Update made | Program |
|---|---|
|
Intrastat |
'Trade Statistics. Calculate' (OIS686) |
|
EU Sales |
'EU Sales. Calculate' (OIS685) |
|
Bonus/commission |
'CO Invoice. Post-Process' (OIS196) |
|
Account entries |
'CO Invoice. Post-Process' (OIS196) |
|
Sales statistics-Customer Order |
'CO Invoice. Post-Process' (OIS196) |
|
Transfer to accounts receivables and general ledger |
'CO Invoice. Post-Process' (OIS196) Voucher number per invoice accounting date |
|
Print account specification |
'Account Specification. Print' (OIS690) |
Transfer to accounts receivables and the general ledger, as well as printing an account specification, are always automatic when using immediate invoicing.
Post-processing is recommended for cash sales and invoices with many transactions. This speeds up invoicing because updating (which requires more time) is done later. Several rounds of invoicing can be post-processed at the same time.
Each invoice can be checked to see the post-processing carried out by checking the delivery status in 'CO Delivery. Display' (OIS355) and 'CO Invoice. Display' (OIS350).