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.