Invoicing terms

• Code (field INVCND)

Enter a code identifying the invoicing term.

• Legislation (field LEG)

In creation mode, the legislation code can be initialized via the user parameter LEGFIL - Legislation (selection filter) (SUP chapter, INT group). You can also use this parameter to filter the selection panel and only display the codes defined for this legislation and those defined at the All legislations level.
You can enter a specific legislation so as to limit the use of the invoicing term only to documents linked to companies of the same legislation.

 For further information, refer to the documentation on the general principles linked to the multi-legislation setup.

• Description (field DESAXX)

This long description is used as a title in screens and reports.

By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
You can add your translation in another language using the Translation function:

• Click Translation from the Actions icon in the corresponding field.
• In the Translation window, add a new language code with the translation in this language.

A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.

The connection language must be defined as a default language for the folder.

• Short description (field SHOAXX)

Short title used in the screens and reports. This title is recorded in your connection language.

By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
You can add your translation in another language using the Translation function:

• Click Translation from the Actions icon in the corresponding field.
• In the Translation window, add a new language code with the translation in this language.

A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.

The connection language must be defined as a default language for the folder.

• Group (field GRP)

If a group is entered, the invoicing term can only be used on orders linked to the companies of this group.
A consistency check is applied between the legislation/group specified for the invoicing term and the legislation/group of the order.
 For further information, refer to the documentation on the General principles linked to the multi-legislation setup.

• Scheduled invoice type (field INVCNDTYP)

 Select the open item type: Fixed percentage or Frequency.
Once the invoicing element is used on a sales order, the open item type can no longer be modified.

• When the schedule is of the Frequency type, the open item amount is calculated by dividing the overall amount by the number of open items.
  In this case, you must enter the information related to periodicity.
• When the schedule is of the Fixed percentage type, the amount of each open item is calculated by applying the specified percentage to the overall amount.
  In this case, the schedule information are to be entered in the management grid.
  

• Number of scheduled invoices (field FREQINV)

This field can only be accessed if the schedule type is Frequency.
In this case, the schedule is determined based on the number of open items linked to the periodicity.

• Periodicity (field PERINV)

This field can only be accessed if the schedule type is Frequency.
You can only enter an invoicing day in the month, if the frequency is at least equal to a month.

• Invoicing method (field INVMETH)

This field can only be accessed if the schedule type is Frequency.
Select the method used to determine invoicing dates:

• Pre-invoicing (term to mature): the invoicing date of each periodic open item is determined based on the period start date and selected invoicing day. It is set, at the earliest, before the open item start date and, at the latest, at the beginning of the period. Post-invoicing also includes excluded days and unavailability periods.
  
• Post-invoicing (over due term): the invoicing date of each periodic open item is determined based on the period end date and selected invoicing day. This process is performed when the period ends at the earliest. Post-invoicing also includes excluded days and unavailability periods.

Examples of determination of the next invoice dates on the first period, based on the invoicing method:

• Day (field INVDAY)

This field can only be accessed when the schedule is of the Frequency type and when the frequency is of at least one month.
You can enter your preferred day of invoicing in the month.
The value 31 corresponds to the last day of the month.

• Monday (field FBDDAYFLGM)

 Select the day(s) that cannot be the day(s) of invoicing.

• Tuesday (field FBDDAYFLGT)

• Wednesday (field FBDDAYFLGW)

• Thursday (field FBDDAYFLGT)

• Friday (field FBDDAYFLGF)

• Saturday (field FBDDAYFLGS)

• Sunday (field FBDDAYFLGS)

• Unavailable days of site (field INVFBDHLYF)

Select this check box to exclude the Unavailable periods set up for the site from the suggested invoicing days.
If the calculated invoicing date corresponds to an unavailable period, then it is automatically postponed to the next authorized day. This control is combined with the one applied to excluded days.

• Percentage (field INVPERCENT)

This field can only be accessed when the schedule is of the Fixed percentage type.
Enter the invoicing percentage assigned to each schedule line.

• Minimum amount (field MINAMTNOT)

This field can only be accessed when the schedule is of the Fixed percentage type.
You can enter a minimum open item amount. If the calculated open item is lower than this minimum amount, it will be automatically grouped with the next open item and their amounts added.
 You cannot enter a minimum amount on all open items. This field must be blank on at least one line.

For example :
Open item start date: 05/02/2016

• Open items determination with an amount of 1,000.00.
   
  

  Open items	Amount	Period start	Period end	Next invoice
  1	500.00	05/02/2016	05/02/2016	05/02/2016
  2	400.00	06/02/2016	05/03/2016	05/03/2016
  3	100.00	06/03/2016	05/04/2016	05/04/2016

  
   
• Open items determination with an amount of 100.00.
   
  

  Open items	Amount	Period start	Period end	Next invoice
  1	50.00	05/02/2016	05/02/2016	05/02/2016
  2	50.00	06/02/2016	05/04/2016	05/04/2016

• Currency (field MINAMTNOTC)

This field cannot be entered. This is the default folder currency.
It is only entered when the schedule is of the Fixed percentage type and when a minimum amount is specified.

• Number of months (field INVNBMONTH)

This field can only be accessed when the schedule is of the Fixed percentage type.
Enter the number of months to be added to the open item start date in order to determine the period end date and the next invoice date.

Example

• Amount: 1,000
• Open item start date: 05/02/2016

• Number of days (field INVNBDAYS)

This field can only be accessed when the schedule is of the Fixed percentage type.
Enter the number of days to be added to the open item start date and otherwise to the given number of months, in order to determine the period end date and the next invoice date.

Example

• Amount: 1,000 
• Open item start date: 05/02/2016

• Month end (field INVMONTHEN)

This field can only be accessed when the schedule is of the Fixed percentage type.
You can specify whether or not you want to consider the end of the month in the invoicing date calculation.

• End of next month:
  The invoice date is set back to the end of the month, after the number of months and days has been applied.
• End of current month:
  The schedule start date is set back to the end of the month, before application of the number of months and days determining the date of the next invoice.

Examples:

• Amount: 1000
• Open item start date: 05/02/2016

1/ End of month: No on all lines.

2/ End of next month on all lines

3/ End of current month on all lines

 If some days are excluded and unavailability periods or set days are specified, the determined invoice date will be automatically set back to the next authorized day.

• Day of the month (field INVDAYMON1)

The value entered must be a date in the month (between 1 and 30) or 99 which corresponds to the last day of the month.
The use of this date is used to automatically postpone the due date calculated up to the nearest day of the month.
There can be up to 6 days on a same open item line.

• Day of the month (field INVDAYMON2)

• Day of the month (field INVDAYMON3)

• Day of the month (field INVDAYMON4)

• Day of the month (field INVDAYMON5)

• Day of the month (field INVDAYMON6)