Create Voucher/Invoice
Explanation
This activity is used to distribute out the
selected balances to one or several other companies with a multi-company voucher
or instant invoice.
Prerequisites
In order to perform this activity, at least one multi-company allocation
should exist in your company with status Calculated.
System Effects
As a result of this activity,
- If the Allocation Mode is Multi-Company Voucher, a multi-company voucher
with function group CA is created in the source company and
another multi-company voucher with function group D is
created in the other company/companies.
- If the Allocation Mode is Instant Invoice one or several instant invoices are created.
Window
Multi-Company Allocation,
Multi-Company Allocations
Related Window Descriptions
Multi-Company
Allocation,
Multi-Company Allocations,
Create Voucher,
Create Invoice
Procedure
To create a Multi-Company Voucher:
- Open
Multi-Company
Allocation window and search for an allocation with allocation mode
Multi-Company Voucher and status Calculated.
- Select the allocation, right-click and select
Create Voucher/Invoice to open the Create
Voucher dialog box.
- Enter Voucher Date, Period, User Group and
Voucher Type.
- Click OK to save the information.
To create an Instant Invoice:
- Open
Multi-Company
Allocation window and search for an allocation with allocation mode
Instant Invoice and status Calculated.
- Select the allocation, right-click and select
Create Voucher/Invoice to open the Create
Invoice dialog box.
- Enter Invoice Date.
- Click OK to save the information.
To create multiple Multi-Company Vouchers:
- Open Multi-Company Allocations window
and search for the allocations belonging to one company with allocation mode
Multi-Company Voucher and status Calculated.
- Select an array of allocations, right-click and select Create
Voucher/Invoice to open the Create Voucher
dialog box.
- Select either of the options, Period End Date or
Given Voucher Date, enter User Group and
Voucher Type.
Note: If Period End Date
is selected, last date of the until period of each allocation will be taken
as the respective voucher date. If Given Date is selected,
voucher date of all the vouchers created will be the date you enter in the
given field.
- Select Run in Background checkbox if necessary.
- Click OK to save the information.
To create multiple Instant Invoices:
- Open Multi-Company Allocations window and
search for the allocations belonging to one company with allocation mode
Instant Invoice and status Calculated.
- Select an array of allocations, right-click and select Create
Voucher/Invoice to open the Create Invoice
dialog box.
- Select either of the options, Period End Date or
Given Voucher Date.
Note: If Period End Date
is selected, last date of the until period of each allocation will be taken
as the respective invoice date. If Given Date is selected,
invoice date of all the invoices created will be the date you enter in the
given field.
- Select Run in Background checkbox if necessary.
- Click OK to save the information.