Send Customer Invoice

Explanation

This activity is used to send a customer invoice to the customer via the EDI, MHS, INET_TRANS or E-INVOICE media codes.

A customer invoice with Preliminary status must exist.
The Method Default option must be enabled in the Customer/Message Setup tab for a row with the message class INVOIC.

If the E-INVOICE media code is used, the following additional prerequisites are required:

Extended Server must have been installed.
E-INVOICE must be selected as the media code in the Customer/Message Setup tab for a row with the message class INVOIC.
Information must have been entered for the company in the Company/Invoice/Document Management tab.

When the send invoice option is selected, an invoice message is sent to the customer, and vouchers for the invoices are created and transferred to the hold table in IFS/Accounting Rules.
Various postings are created. For more detailed posting information, see the document Financial Events and their Bookings. It is no longer possible to modify the customer invoice.

If the E-INVOICE media code is used, the following additional system effects occur:

The status of the invoice will change to PostedAuth (unless one or more posting and/or send errors occur, in which case, the status of the invoice would be Printed).
The send status of the invoice will change to Transferred, and the date and time at which the invoice was sent will be automatically entered in the Sent Time field in the Sent Invoices window. (Note: If the system is unable to send the invoice to IFS/Connect, the send status would be Error and the invoice will be displayed in the Customer Invoices with Errors window).
An invoice image will be created and checked into IFS/Document Management based on the information specified in the Company/Invoice/Document Management tab.
If any attachments were connected in the Send Customer Invoice Basic Data dialog, they will be saved in IFS/Document Management or in IFS/Invoice (i.e. if IFS/Document Management is not installed).
If the Add Invoice Connected Objects option is enabled, files that are connected to the invoice and saved in IFS/Document Management with the same document class defined in the Company/Invoice/Document Management tab will be fetched and included in the message.