Create Customer Order Invoice

Explanation

This activity is used to create normal invoices. The invoices are created from the delivered customer orders entered in the system. If a customer order requires delivery confirmation, the order must have been delivery-confirmed. When the invoices are created, you can process and dispatch them to the customer. Note that normal invoices for lines delivered via shipment are also created here.

In order to create a customer invoice, the order must have been either delivered or partially delivered, i.e., the customer order must be in status Partial Delivered or Delivered. If you create an invoice for a customer order in which all the order lines are not delivered, only the delivered order lines are invoiced. Upon delivery of more order lines, you can progressively invoice until the entire order is invoiced. You can also partially invoice customer order lines for a package structure if partial delivery has been made.

If the invoice includes rental lines the requirement for creating the invoice is that rental events should have been created. The rental invoice line is based on the rental transactions and not on the delivery of goods so the status of the customer order rental line must be in status Reserved, Picked, Partially Delivered or Delivered. If rental transactions have not yet been generated for the rental line this can be done as part of the invoice process. Rental invoice lines can be handled together with sales lines on the same invoice. Delivery confirmation is not handled for rental line and is not required in order to create an invoice.

Prerequisites

• The invoice type in the Customer/Order/Misc Customer Info tab must be Normal Invoice.
• The customer orders have to be at least in Partially Delivered status. If the customer order used to create an invoice requires delivery confirmation, the delivery of the order must have been confirmed. An order with a charge connected to a part order line will not be available for invoicing until the quantity on the connected order line has been delivery-confirmed. However when creating a staged billing invoice using the Staged Billing Profile window or Staged Billing Lines window the stage billing line should be in Approved status. 
• The customer order rental lines should have rental events created.   
• Customer orders must not have been blocked from invoicing. 
• If the customer order invoice is for a Jinsui-enabled, Jinsui invoice customer, the total gross amount must not exceed the specified maximum amount for the Jinsui Invoice for the company.
• If customer order charge lines that are not connected to a customer order line needs to be invoiced before the order has an invoice ready delivery/ staged billing line, Invoice Unconnected Charges Separately checkbox in Company/ Distribution/ Order tab should be marked.

System Effects

The customer invoice is created. During the operation the following occurs:

• The amount of the invoice is calculated in the base currency from a recalculation of the indicated price according to the current exchange rate.
• Value-added tax is calculated according to the indicated extra charge of the order (originating from the customer) and on the sales part indicated value-added tax rate.
• An invoicing fee is calculated if stated in the customer record.
• If a payment term base date is specified on the customer order, it will be passed on to the invoice. If no payment term base date is specified on the order, the payment term base date on the invoice will be given the same value as the invoice date.
• If customer order lines had been delivered on different dates, the latest delivery date will be the latest of all these delivery dates. Note that in determining the latest date, only delivery dates of invoiced lines are considered.
  In case of goods that are delivered to customer consignment stock, the date of delivery is considered as the date on which consumption notification is registered.
  If an invoice line had been created through the staged billing process before delivery, the latest delivery date will be null. If the invoice is created after delivery, the latest date of all the delivered lines will be shown.
• If rental invoice lines are included on the invoice rental transactions have been generated, if that option was selected when creating the invoice. The rental transaction status will be updated to Invoiced and the invoiced amount will be added to the transaction.
• If the total gross amount for a Jinsui customer order exceeds the specified maximum amount, the invoice will not be created. To proceed with the invoice creation, one or more order lines can be blocked from invoicing to bring the total gross amount within the required limit.
• If customer order lines exist with connected charge lines having the Unit Charge check box selected, the charge amount will be recalculated for the actual delivered quantity.
• If the customer order is associated with a project, the ID of that project will be posted to the invoice. The ID will also be displayed in the Project ID field of the Customer Invoice/General tab.
• If the company has got a tax ID number for the delivery country, this tax ID number will be printed on the invoice for lines with a tax liability of type taxable. If there are lines with different tax liability types and delivery countries on the customer order, the supply country tax ID number will be used. Also if a tax liability of type exempt is used on the order lines, the supply country tax ID number will be printed on the invoice.

Window

Create Customer Invoices
Quick Order Flow Handling
Staged Billing Profile
Staged Billing Lines

Related Window Descriptions

Create Customer Invoices
Quick Order Flow Handling
Staged Billing Profile
Staged Billing Lines

Procedure

1. Search for the desired customer or customer order and select the appropriate line.
2. Right-click and click Create Invoice.
3. Click OK in the appearing message to confirm the creation of the invoice.
4. If rental lines are included press Yes to generate rental transaction. Press No to skip the step to generate rental transactions. This can be done if rental transactions has been generated seperately. Press Cancel to stop both generation of transactions and customer invoices.