Add Lines

Explanation

Use this activity to add delivery lines to a customer self-billing invoice. This will be based on the information received from the customer (e.g., on paper or by phone).

This is a useful activity even when, for example, the customer has forgotten to send some lines in the incoming self-billing invoice. You can then add the deliveries to an existing or new customer self-billing invoice, based on any further information received. 

You can match an incoming self-billing invoice line to only one delivery. If you need to invoice another delivery line against the same incoming self-billing invoice line, you can use this activity to add the delivery to the corresponding customer self-billing invoice that is created. 

Prerequisites

• The customer self-billing invoice header must have been entered, and should be in the Preliminary status.
• If delivery confirmation is used, only delivery-confirmed customer order lines will be available for matching. If delivery confirmation is not used, partially delivered and delivered lines will be available.
• If you want to add a delivery which has been matched before, there must be a remaining quantity to match.
• Self-billing must have been enabled on the customer order line.
• The customer order line must not be invoice blocked. 

System Effects

• If you added lines with deviations in the quantity or price, you will be able to view these deviations in the Self-Billed Customer Order Line with Deviations window.
• Once a line has been added, it will not be available for further matching or adding if the Close Delivery check box has been selected.
• Lines will be added and displayed in the Customer Self-billing Invoice window.  
• The Match Type field on the customer self-billing invoice will be set to Manual Addition. 

Window

Customer Self-Billing Invoice 

Related Window Descriptions

Customer Self-Billing Invoice 
Incoming Self-Billing Invoice

Procedure

1. Open the Customer Self-Billing Invoice window and query for the relevant customer self-billing invoice header. Alternatively, you can right-click and then click Customer Self-Billing Invoice from the relevant incoming self-billing invoice header.
2. In the Customer Self-Billing Invoice window header, right-click and then click Add Lines. The Add Self-Billing Lines dialog box opens.
3. Select the Add check box for the delivery lines that you want to invoice.
   Optionally, if you need to invoice a large number of deliveries, enter the number of lines in the Lines to Add field. Continue selecting the Add check box of the suitable deliveries, until the amount in the Lines to Add field becomes zero.
4. Check values in the Cust. Qty, Cust. Unit Sales Qty, and Cust. Part Price fields against the information received from the customer. If there are any deviations, update these fields as required.
5. Optionally in the Deviation Reasons field, enter or select deviation reasons from the List of Values.
6. Click OK to save and close the dialog box.