Enter Invoice Types for Customers

Explanation

This activity is used to enter and view details of customer invoice types, and to link the invoice type to a series. This mandatory task is to be performed by a system administrator or equivalent person.

Customer invoice types are used for linking a special type of customer invoice, such as an interest invoice (INTRINV) to a certain invoice series, e.g., IR. An invoice series must be linked to each  invoice type. A default set of invoice types will be created automatically depending on the template the company is created.

Prerequisites

This activity has the following prerequisites:

• The invoice series must be defined in the Invoice Series page.

System Effects

As a result of this activity:

• Customer invoice types can be distinguished from one another. 
• The invoice types will be linked to a selected invoice series.
• The series ID can be linked to a number series.
• If a Preliminary Number Series ID is defined, the series ID is replaced by the Definite Series ID.

Pages

Customer Invoice Types

Activity Diagrams

BDR General Customer Invoice Information