Create Customer Order Advance Invoice
Explanation
This activity is used to create invoices for advance payments connected to
a customer order. This means that you can create an invoice before delivering
any goods to the end customer.
The
Advance
Invoice tab in the
Create Advance
Payment Invoice dialog is used for entering data for creating the
advance invoice and the
Order
Info tab is where you can see relevant information regarding order
totals.
It is not possible to invoice more than 100% of the order total, in advance.
The order total base amount is defined at the company level on the
Company/Distribution tab, and its base amount
is indicated in the
Create Advance
Payment Invoice dialog box. When entering a percentage or an accumulated
amount, which represents more than the order total, the Create and
Create and Print buttons will be unavailable.
The tax codes in the Tax Info table can be edited when the advance payment
invoice is taxable.
Note: If there are rental lines on the customer order, it is not possible
to create an advance invoice.
Prerequisites
- The customer order header must at least be in the Planned status,
but not in the Delivered or Invoiced/Closed status.
- At least one order line or one charge line must exist so that the order
total is greater than zero.
- If Confirm Deliveries option is enabled for the customer
on the
Order/Misc
Customer Info or for the customer order in
Customer Order/Delivery
Information, the company must be set up to allow delivery
confirmation with prepayment invoicing.
- The invoice can not be a collective invoice.
- If the customer order is Use Price Incl Tax option is enabled,
on the Company/Distribution tab, the
Base for Advance Invoicing field must be set to Gross Amount.
- Advance invoices cannot be created when Jinsui invoice creation method
is used.
- Advance invoices cannot be created for orders with rental lines.
System Effects
- A new customer advance invoice will be created for the amount indicated
in the dialog box, including or excluding the taxes. There will be an exception
to the way this invoice is posted, since no revenues nor customer claim
will be accounted for until the order is delivered and invoiced in the regular
way.
- The status of the order will remain unchanged.
- The Advance Invoice option will be enabled in the Customer
Order/References tab. Also, the Advance Invoice option
will be enabled in the resulting invoice.
- Customer order statistics will not be affected by the advance invoices.
- If the order is associated with a project, the ID of the project is
posted to the advance invoice. The ID is also displayed in the Project
ID field of the
Customer Invoice/General
tab.
- If several customer order lines exist with different tax codes, and
an advance invoice is created for the full amount, the tax calculated for
the advance invoice could be different from the actual tax amount in the
customer order. To avoid this, the tax codes can be manually adjusted.
- In Company/Distribution tab if
the Base for Advance Invoicing field is set to Gross Amount,
by default the Apply Tax option is disabled.
- the Invoice Net Amount field is enabled only if you use Net
Amount as base for advance invoicing, and the Invoice Gross Amount
field is enabled only if you use Gross Amount as base for advance
invoicing.
- The tax codes tax percentage
is not displayed for each tax code and only the corresponding amount is
shown. Further these amounts are not allowed to modify in the
Create Advance Payment Invoice window.
They could be amended only in the preliminary invoice. (Before printing)