Enter Invoice Series

Explanation

Use this activity to view the invoice series used for grouping customer and supplier invoices. This task, which is mandatory for at least one invoice series, is to be performed by a system administrator or equivalent person.

An invoice consists of a reference, called an invoice identity, to a series and a number from that specific series. An invoice series can be deleted only if it has never been used. If you select the Separate Tax Invoice check box, a separate tax invoice will be created for a specific invoice series. If the check box is not selected, a combined invoice/tax invoice will be created.

Invoice series are created automatically when a company is created. Some of the invoice series created based on STD company template are as follows:

Series ID	Description
CD	Customer order invoice, debit
CI	Manual customer invoice
CR	Customer order invoice, credit
EX	External customer invoice
II	Instant customer invoice
IR	Customer interest invoice
PR	Preliminary customer invoice
SI	Manual supplier invoice
SX	External supplier invoice
AS	Automatic supplier invoice
PJ	Project invoice
CF	Customer difference item invoice
SF	Supplier difference item invoice
RA	Self billing invoice based on the receiving advice
PS	Preliminary Outgoing Supplier Invoice
OI	Outgoing Supplier Invoice

Information on how to create a company is displayed in the business process, Define System Basics.

Prerequisites

This activity has the following prerequisites:

If you have chosen to run IFS/Invoicing for your customer and supplier invoice processes, view the information in the Company/Invoice window of IFS/Enterprise.

System Effects

As a result of this activity:

The different series can be used to separate different types of invoices created within the system.
The invoice number series can be entered.
Invoice series are available during the invoice generation process.

Window

Invoice Series

Related Window Descriptions

Invoice Series

Procedure

To perform this activity, follow these steps:

Open the Invoice Series window.
To create an invoice series, create a new record.
In the Series ID field, enter up to two alphanumeric characters for the series ID.
Enter a description.
Select the Separate Tax Invoice check box if applicable.
Save the changes.
To delete an invoice series which has not been used in the system, first remove the invoice number series to which it is connected, then select the invoice series you wish to delete and click Remove.
Save the changes.