Follow-up and Analysis, Invoicing

Description of process

The Follow-up and Analysis, Invoicing process includes queries and reports that can be used for information about customers and customer invoices. In the query windows, you can only view the information; you cannot enter new information.

There are a number of reports that can be printed via the order report function. To print reports, use the Navigator: Info Services/Order Report or File/Info Services/Order Report.

The Follow-up and Analysis process contains the following queries:

The Customers window is used to obtain a general idea of the company's customers. You can quickly obtain information on each customer's balances, due amounts, open pre-payments, etc.
The Customer Analysis window is used to view detailed information about a certain customer or party ID. The window contains detailed information about all invoices and due amounts, as well as invoice/pre-payment dates, etc.
The Customer Invoices Analysis window is used to obtain information about customer invoices, both unpaid and paid.
The Customer Invoice Analysis window states detailed information about customer, invoice details, payments and discount, voucher, etc. The window is divided into six different tabs.
The Customer Invoices Analysis window is used to view all entered customer invoices, e.g., instant invoices and customer invoices. This includes invoices created by other parts of IFS Applications, e.g., IFS Distribution. Both paid and unpaid. Preliminary posted and finally posted are displayed.
The Customer Invoices Due for Payment Analysis window is used to view or query for all customer invoices due for payment. You can view instant invoices, customer invoices, and invoices loaded through external files.
The Customer Analysis window is used to view detailed information about a specific customer invoice. You can enter customer credit management header and line notes to exclude a whole invoice or specific lines from being included in customer credit management calculations.
The Customer Invoice Postings Analysis window is used for obtaining a general idea of customer invoice postings and for viewing invoices that are printed via the printout function. If an error arose in connection with printing so that no voucher was created, the lines are error marked.

Note! If IFS/Invoice is installed without IFS/Payment links to windows and related window descriptions will be missing for the queries related to IFS/Payment.

The Follow-up and Analysis process contains the following reports:

The Customer Invoice Journal shows customer invoices per invoice series and invoice date. The customer invoices created since the last printout are shown in the report.
The Tax report - Sales is used as a basis for filling in quarterly reports for Tax. The report shows invoicing per customer in another EU country.

The Customer Statement of Account states all transactions per selected customer and period.