Invoicing
Description of process
The Invoicing process is used for entering, creating, and
printing customer invoices. The process includes customer invoicing with no link to
customer order, customer order invoicing, project invoicing, and interest invoicing based
on customer invoices due for payment or invoices paid too late. There are functions for
canceling invoices and activities for follow-up information, such as customer queries and
reports.
The Invoicing process is divided into the following five
sub processes.
- Customer Invoices without Customer Order
- Customer Order Invoicing
- Project Invoicing
- Follow-up and Analysis, Invoicing
The Customer Invoices without Customer Order process
is used for creating and printing instant invoices, as well as entering manual customer
invoices and external invoices on file. The process also contains functions for customer
invoice cancellation. There are different ways of entering and creating invoices in the
system. The invoices in the process are divided as follows:
- Instant invoices are invoices with no link
to stock. The instant invoice entry requires sales objects. After the invoice has been
created, it is printed. The printing is handled within the system by a separate printing
function. The printing creates a voucher in the hold table in IFS/Accounting Rules.
- Manual customer invoices are invoices
created in a non- IFS system. These invoices are not printed, only entered into the
system. The entry creates a voucher that is automatically transferred to the hold table in
IFS/Accounting Rules.
- External invoices on file are customer
invoices created in a non-IFS system. These invoices are loaded into the IFS system via
file. The loading transfers invoice information to the customer ledger and creates a
voucher for transfer to the hold table in IFS/Accounting Rules. The standard version of
IFS/Invoice does not allow the loading of external invoices. This logic must therefore be
added to the system at the time of each customer installation.
- The Customer Order Invoicing process is used for
creating and printing invoices based on customer orders when IFS /Customer Order is
installed. The invoices are created from the delivered customer orders entered into the
system. In order to create a customer invoice, the order must have been delivered or been
partially delivered.
- The Project Invoicing process is used when IFS/Project
Reporting is installed and transactions from project time and cost is reported and
invoiced. This can be from one or several projects. First a preliminary invoice is
created. When checked and found correct it is printed and a voucher is created to
the hold table in IFS/Accounting rules.
- The Follow-up and Analysis process includes queries and
reports that can be used for information about customers and customer invoices. There are
a number of reports that can be printed through the order report function.