Create Shipment Invoices

Explanation

This activity is used to create invoices for existing shipments. To create the invoice, the shipment must be in the Closed status. If the invoice is being created for a Jinsui customer with the Jinsui invoice enabled, the invoice gross amount should not exceed the maximum amount for the Jinsui Invoice specified for the company. If this occurs, one or more order lines can be blocked for invoicing so that the invoice gross amount is within the required amount.

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

• The shipment must be in the Closed status.
• For a shipment invoice to be created automatically in the shipment flow, the shipment type must have been defined to do so at the execution of a main activity.
• For rental lines there must be rental events and rental transactions created.

System Effects

• A shipment invoice will be created for the relevant shipment ID.
• 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

Create Shipment Invoices

Related Window Descriptions

Create Shipment Invoices

Procedure

1. Open the Create Shipment Invoices window.
2. Populate or search for the required shipment and select the appropriate lines.
3. Right-click and and then click Create Shipment Invoice or select it from the right mouse button menu.
4. A message appears. Click OK to confirm the creation of the invoice.

Note that creation of a shipment invoice can be done automatically in the shipment flow if the shipment type allows this.