Batch Create Shipment Invoices

Explanation

This activity is used to create an invoice per shipment for all shipments selected by the user parameters. To create the invoices, the shipments must be in the Closed status. Customer orders for which an advance invoice has been created will not be included in the shipment invoice and must instead be created using the normal create invoice option for the specific customer order.

Note that rental lines delivered on a shipment will also be included in the shipment invoice.

Prerequisites

• Shipments must be in the Closed status.
• For rental lines there must be rental events and rental transactions created.

System Effects

• Shipment invoices will be created for each shipment ID filtered through the user parameters.
• Any optional events defined to happen at creation of shipment invoice in the shipment type, will be executed.
• The shipment flow proceeds with the next event in the shipment flow if the shipment type allows this.
• If rental lines are included on the invoice the rental transaction status will be updated to Invoiced and the invoiced amount will be added to the transaction.

Window

Batch Create Shipment Invoices

Related Window Descriptions

Batch Create Shipment Invoices

Procedure

To create multiple shipment invoices directly:

1. Open the Batch Create Shipment Invoices dialog box.
2. Specify the company to which the shipments belong. It is not possible to create invoices in multiple companies.
3. Specify a site belonging to the above company or leave the percentage sign (%) to specify all the sites of the company.
4. Similarly, specify the customer number, currency and payment terms or leave the percentage sign (%) to specify all.

To schedule batch create shipment invoices as a background job:

1. Open the Batch Create Shipment Invoices dialog box.
2. Click Schedule to open the Create New Task Schedule window. Set the scheduling parameters as required and save. Scheduled tasks can be seen in the Scheduled Database Tasks window.