Send Customer Invoice
Explanation
This activity is used to send a customer invoice to the
customer via the EDI, MHS, INET_TRANS or E-INVOICE
media codes.
Prerequisites
- A customer invoice with Preliminary status must exist.
- The Method Default check box must be selected in the
Customer/Message Setup tab for a row with the message class INVOIC.
If the E-INVOICE media code is used, the following additional
prerequisites are required:
- Extended Server must have been installed.
- E-INVOICE must be selected as the media code in the
Customer/Message Setup tab for a row with the message class
INVOIC.
- Information must have been entered for the company in the
Company/Invoice/Document Management tab.
System Effects
- When the send invoice option is selected, an invoice
message is sent to the customer, and vouchers for the invoices are created and
transferred to the hold table in IFS/Accounting Rules.
- Various postings are created. For more detailed posting information, see the
document Financial Events and their Bookings. It is no longer possible to modify
the customer invoice.
If the E-INVOICE media code is used, the following additional system
effects occur:
- The status of the invoice will change to PostedAuth (unless one
or more posting and/or send errors occur, in which case, the status of the
invoice would be Printed).
- The send status of the invoice will change to Transferred, and
the date and time at which the invoice was sent will be automatically
entered in the Sent Time field in the Sent Invoices
window. (Note: If the system is unable to send the invoice to
IFS/Connect, the send status would be Error and the invoice will be
displayed in the Customer Invoices with Errors window).
- An invoice image will be created and checked into IFS/Document
Management based on the information specified in the
Company/Invoice/Document Management tab.
- If any attachments were connected in the
Send Customer Invoice Basic Data
dialog box, they will be saved in IFS/Document Management or in IFS/Invoice
(i.e. if IFS/Document Management is not installed).
- If the Add Invoice Connected Objects check box is selected, files
that are connected to the invoice and saved in IFS/Document Management with
the same document class defined in the Company/Invoice/Document
Management tab will be fetched and included in the message.
Window
Customer Invoice
Print Customer
Invoices
Related Window Descriptions
Customer
Invoice
Send Customer Invoice
Print Customer Invoices
Procedure
To send an invoice using EDI, MHS or
INET_TRANS media codes:
- Open the
Customer Invoice or the
Print Customer
Invoices window and populate or query for the invoice in question.
- Right-click anywhere in the header or the
General tab and
then
click Send Invoice. If you use the
Print Customer Invoices
window, select the record, right-click and then click Send Invoice.
- Click OK in the
Send Customer Invoice Basic Data
dialog box that appears.
To send an invoice using the E-INVOICE media code:
- Open the
Customer Invoice or the
Print Customer
Invoices window and populate or query for the invoice in question.
- Right-click anywhere in the header or the
General tab and
then
click Send Invoice. If you use the
Print Customer Invoices
window, select the record, right-click and then click Send Invoice.
- Select the Add Invoice Connected Objects check box if you want
the documents connected to the invoice to be sent.
- If you want to add a document that is not already connected to the
invoice to be sent, click Add and browse for the document to include
it in the invoice message.
- Click OK.