Automatic Order Invoicing - Implementation

The following general parameters may change the way the function is working :

CTLPERINV (defined at level Company) : Invoice date control Period

FRADGI (defined at level Company) : French fiscal regulation

NOTATI (defined at level Site) : Price / Amount +tax / -tax

OSTCTL (defined at level Company) : Cus. author. credit ctrl level

OSTDRAFT (defined at level Company) : Customer credit notes P/R amt.

DACMANSAL (defined at level Site) : Default price reason - manual

LOKORD (defined at level Site) : Order blocked if no prepayment

OSTLND (defined at level Company) : Loan in order total

OSTORD (defined at level Company) : On order in order total

SALTEXINV (defined at level Site) : Invoice text position

SALTEXLIN (defined at level Site) : Product text tracking

SCDTUNL (defined at level User) : Authorization to unlock order

SIVTYP (defined at level Site) : User invoice type

TRSFAC (defined at level Site) : Auto invoice transaction

The default dimensions sections assignment is performed through the following codes :

(defined at level Company)

SIH (All companies ) : Sales Invoice Header

SID (All companies ) : Sales Invoice line

An authorization can be granted for this function to limit the processes to a company or a site.

Only totally or partially allocated orders are considered by the automatic order invoicing function. Those with shortages are not considered. Orders with products which are not managed in stock are invoiced as soon as there are quantities remaining to be invoiced on their lines.
To be able to carry out the automatic invoicing of orders, you need to define at least one invoice type. The invoice type must use an automatic sequence number.
The entry of the invoice date is submitted to an existence check in the period table and the fiscal year table. The fiscal year and the period must be open.
When the approval circuit is managed (APPSOH - Order approvals management setup), the sales orders with direct invoicing following the established approval rules are not taken into account as long as they are not Totally signed.
Compliance with the French fiscal rules

If you want to be compliant with the French fiscal rule (DGI), the CTLPERINV - Control period invoice date parameter must have the following value: Yes.

In this case:
The generation of invoices is prohibited if there is at least one document (invoice, credit memo, debit or credit note of one of the modules Purchaseand A/P - A/R accounting) which date is strictly greater than the end date of the period on which the current document is entered.

The following tables are implemented by the function :