Invoicing terms
Invoicing terms are used on standard sales orders relating to non deliverable service or generic products.
Invoicing terms determine the invoicing schedule for the given products.
Depending on the setup, the schedule can be defined as follows, based on:
- A fixed invoicing percentage that you enter on each schedule line and a minimum scheduled invoice amount, if needed. If this minimum amount is not reached, the scheduled invoice will be added for the next item.
- Or an invoicing frequency (week, half-month, month, etc.).
The invoicing percentage is thus defined based on the invoicing frequency
(100% divided by the invoicing frequency) and with a spread to the last scheduled invoice line (in percentage and amount).
Use the Simulation action to view the schedule corresponding to the setup used, based on a scheduled invoice start date and amount.
Prerequisites
Refer to documentation Implementation
Screen management
Entry screen
The display and content of the screen can vary according to the selected scheduled invoice.
- When the scheduled invoice type is Frequency, information related to frequency must be entered: number of scheduled invoices, frequency type (month, quarter, etc.), invoicing method (pre-invoicing or post-invoicing) and the day of invoicing.
- When the scheduled invoice type is Fixed percentage, information related to frequency are not available. However, on each scheduled invoice line, you must enter:
- the invoiced percentage,
- the information required for determining the due date based on the start date: months/days to be added, set days to consider.
In both cases, you can specify invoicing days to be excluded and mention if any unavailability period (e.g. bank holidays) should also be excluded.
Block number 1
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. 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.
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 thefolder. |
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.
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 thefolder. |
Group (field GRP) |
If a group is entered, the invoicing term can only be used on orders linked to the companies of this group. |
Scheduled invoice type
Scheduled invoice type (field INVCNDTYP) |
Select the scheduled invoice type: Fixed percentage or Frequency.
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Periodicity
Number of due dates (field FREQINV) | ||||||||||||||||||||||||||||||||||||
This field can only be accessed if the schedule type is Frequency. |
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Periodicity (field PERINV) | ||||||||||||||||||||||||||||||||||||
This field can only be accessed if the schedule type is Frequency. |
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Invoicing method (field INVMETH) | ||||||||||||||||||||||||||||||||||||
This field can only be accessed if the schedule type is Frequency.
Examples of determination of the next invoice dates on the first period, based on the invoicing method:
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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. |
Excluded days
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. |
Grid Management
Percentage (field INVPERCENT) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
This field can only be accessed when the schedule is of the Fixed percentage type. |
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Minimum amount (field MINAMTNOT) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
This field can only be accessed when the schedule is of the Fixed percentage type. For example :
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Currency (field MINAMTNOTC) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
This field cannot be entered. This is the default folder currency. |
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Number of months (field INVNBMONTH) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
This field can only be accessed when the schedule is of the Fixed percentage type. Example
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Number of days (field INVNBDAYS) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
This field can only be accessed when the schedule is of the Fixed percentage type. Example
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Month end (field INVMONTHEN) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
This field can only be accessed when the schedule is of the Fixed percentage type.
Examples:
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. |
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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. |
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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) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Specific actions
Simulation |
You can run a scheduled invoices determination simulation, entering a set of criteria such as:
The schedule displays as a grid with one line per scheduled invoice. For each scheduled invoice, the following is mentioned:
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Copy |
This button is used to copy the record definition from or to another folder. |