Enter External Customer Invoice Parameters
Explanation
This
activity is used to define a number of parameters that will control the loading
of external customer invoices, which are usually created in a non-IFS system.
Prerequisites
In order to perform this activity:
- Basic data for Accounting Rules must be defined.
- General basic data for Customer Invoices must be defined. This includes
defining invoice types, which is done in the Invoice Types for
Customers window in IFS/Invoice.
- Parameters that control the load of external customer
invoices must be defined.
System Effects
As a result of this activity, it is possible to load external
customer invoices to IFS/Invoice.
Window
External Customer Invoice Parameters
Related Window Descriptions
External Customer Invoice Parameters
Procedure
To enter customer interface parameters:
- Open the External Customer Invoice
Parameters window and create a new record.
- Enter an ID for the new load type in the Load Type field.
- Enter the invoice type that should be used for transactions for which no
invoice type is specified. The List of Values can be used to select an
invoice type.
- Select the Default check box if you want the load type to be the
default load type which will be suggested in the load interface.
- Select the Changeable check box if you want it to be possible to
modify the loaded invoices.
- Select the Deletable check box if you want it to be possible to
delete loaded invoices.
- Select the Check When Loaded check box if you want the invoices
to be automatically validated directly after they are loaded.
(Note: This check box should be selected if you
want to select the Create When Checked check box.)
- Select the Create When Checked check box if you want the invoices
to be automatically created in the system directly after they are checked.
- Select the Allow Partial Create check box if you want the
invoices to be created in the system even if they were found to be having
errors during the checking step.
- Select the Mandatory Due Date check box if the invoices to be
included in the load should have a due date specified.
- Select the Enforce Project Unique Billing check box if you want
project specific invoices to be created.
- Select the Use Code String Completion check box if you want the
code part values of the invoices to be fetched when they are checked.
- Select the Do Not Recalculate Accounting Currency Amounts if you
do not want the accounting currency amounts of invoices to be recalculated
when the invoices are checked or created.
- Select the
Automatic Posting Irrespective of
Company Settings check
box if you want the invoices to be posted when they are created even if
Create Posting at Invoice
Entry check box is not selected
under posting parameters in the Invoice/General
tab of the Company window.
Note: If the
Create Posting at Invoice Entry
is selected, selecting the
Automatic Posting Irrespective of
Company Settings check box will be of no use.
- Save the information.