Create Self-Billing Invoice

Explanation

One of the options from the Receiving Advice page is to automatically create, match and send supplier self-billing invoices. Use this activity to initiate automatic creation and matching of supplier self-billing invoices based on receiving advice. It is possible to create a single self-billing invoice including all the lines in a given receiving advice. Quantities returned (for rework and credit) and supplier owned scrapped quantities will not be invoiced, and charges will not be included in the invoice.

The date used by default is the one you have entered in the Date Until field in the Receiving Advice page. If no values have been entered  in the Date From and Date Until fields when creating the receiving advice, you will not be able to enter a date in the Invoice Date field of this dialog, and the invoice date will be taken as the system date. 

Note: If the delivery date has been specified as the supplier invoice tax liability date in the Tax Liability Date Control page for a tax code, the supplier invoice must be entered manually and the self-billing invoice creation process will be stopped with an error.

Prerequisites

• The receiving advice type must be Approved Goods.
• The receiving advice must be in status Communicated.
• The Allow Self-Billing option in the Supplier/Purchase/ Message Default  tab must be enabled. This is set in the Receiving advice area when the setting is set to Arrived and Approved Goods or Approved Goods.  
• If a receipt line in a receiving advice has already been invoiced, it will not be included in the self-billing invoice, unless there is still some quantity left to be invoiced. If the quantity invoiced is equal to or higher than the received quantity, that receipt will not be included in the supplier self-billing invoice.
• The invoice number series must have been defined for the invoice series connected to the invoice type RASUPPINV. Note: Though the invoice series RA is connected to this invoice type by default, it is possible to manually connect another invoice series.
• If you want to be able to specify an invoice date, you must have entered a value in Date Until field of the Receiving Advice page.

System Effects

• A single supplier self-billing invoice is created, which will include all receipt lines of the receiving advice that need to be invoiced. The Self-Billing Invoice option on the Receiving Advice page header will become selected.
• When the invoicing supplier is different from the supplier on the purchase order header, a separate invoice is created for each of the invoicing suppliers.
• Credit invoices will be expected only for quantities returned after the invoice is created, as quantities returned will not be included in the invoice.
• The invoice number of the supplier self-billing invoices created, will be according to the invoice number series defined for the invoice series attached to the supplier self-billing invoice type RASUPPINV.

Pages

Receiving Advice

Activity Diagrams

Handle Receiving Advice