One-time Generation of Invoice Previews
Explanation
This activity is used to generate multiple invoice previews for a company. Sales lines which need to be invoiced
can be selected based on the,
- Company
- Service Organization
- Service Delivery Unit
- Customers
- Request Contract
- Dates
It is possible to control the creation of the Invoice Preview by using various options. Filtered By has two
options.
- Completed Scopes will only include sales lines from completed scopes on the invoice preview.
- Negative Lines will only include sales lines with a negative amount.
It is also possible to use the Group and Merge options.
- Sales Part will group all transactions into one line for each sales part specified on the sales
lines.
- Transaction Date will group all transactions into one line per transaction date.
- You can also set the Grouping level to Request or Scope.
This will create a single invoice preview for all the customer transactions. However, the invoice previews will
be split based on Site, Authorize Code, Delivery Address, Currency Code, and Customer Order No.
Prerequisites
- Invoiceable sales lines should exist.
System Effects
- Create Invoice Previews with Invoice Scope Customer Request.