Modify External Customer Invoice Tax Information

Explanation

This activity is used to view and correct customer invoice tax lines related to a specific external customer invoice. During the Check Invoices step (performed in the External Customer Invoices window in IFS/invoice), errors might be reported that are due to incorrect tax detail data for loaded external customer invoices.

Prerequisites

There must be adequate information in the Tax Code tab in the Company window in IFS/Enterprise so that you can load customer invoices with tax details.

In order to be able to modify lines, the Changeable check box must be selected in the External Customer Invoice Parameters window in IFS/Invoice. Also, the Create step must not have been executed yet.

System Effects

As a result of this entry, tax information related to the invoice load ID is modified. The processing of external customer invoices can continue, either by correcting other errors reported for the load ID or by performing the Check step again.

Window

External Customer Invoices

Related Window Descriptions

External Customer Invoice Line Information
External Customer Invoice Tax Information

Procedure

To modify tax lines:

  1. Open the External Customer Invoices window in IFS/Invoice.
  2. Populate the window or query for the required Load ID (and, possibly, for specific customer invoices).
  3. Right-click on the invoices to be corrected and then click Invoice Line Information to launch the External Customer Invoice Line Information window.
  4. In the detail section, right-click on the lines to be modified with respect to tax information and click Invoice Tax Information to launch the External Customer Invoice Tax Information window. Modify necessary values in the window.
  5. Save changes
  6. If there is nothing else to correct, perform the Check Invoices step again. Otherwise, correct other invoices and/or invoice details.