Create Shipment Invoices for Customer Orders
Explanation
This activity is used to create invoices for
customer order lines that are connected to the shipment. To create the invoice, the shipment must be in the
Closed status. If the invoice is being created for a Jinsui customer with the Jinsui
invoice enabled, the invoice gross amount should not exceed the maximum amount
for the Jinsui Invoice specified for the company. If this occurs, one or more
order lines can be blocked for invoicing so that the invoice gross amount is
within the required amount.
Customer orders for which an advance invoice has been created will not be
included in the shipment invoice and must instead be created using the normal
create invoice option for the specific customer order.
Note that rental lines delivered on a shipment will
also be included in the shipment invoice.
Prerequisites
- The shipment must be in the Closed status.
- For a shipment invoice to be created automatically in the shipment flow, the shipment type must have
been defined to do so at the execution of a main activity.
- For rental lines there must be rental events and
rental transactions created.
System Effects
- A shipment invoice will be created for the relevant
shipment ID.
- Any
optional events defined to happen at creation of shipment invoice in the shipment type, will
be executed.
- The shipment flow proceeds with the next event in
the shipment flow if the shipment type allows this.
- If rental lines are included on the invoice the
rental transaction status will be updated to Invoiced and the invoiced
amount will be added to the transaction.
Window
Create Shipment
Invoices
Related Window Descriptions
Create Shipment Invoices
Procedure
- Open the
Create Shipment Invoices
window.
- Populate or search for the required shipment and select
the appropriate lines.
- Right-click and and then click Create Shipment Invoice or
select it from the right mouse button menu.
- A message appears. Click OK to
confirm the creation of the invoice.
Note that creation of a shipment invoice can
be done automatically in the shipment flow if the shipment type allows this.