Batch Create Customer Order Invoice

Explanation

This activity is used to create many normal invoices at a time. A set of parameters is available to specify the invoices that need to be created. The invoices are created using the delivered customer orders entered in the application. If a customer order requires delivery confirmation, the order must have been delivery-confirmed. When the invoices are created, you can process and dispatch the invoices to the customer. Note that normal invoices for lines delivered via shipment are also created here.

In order to create a customer invoice, the order must have been either delivered or partially delivered, i.e., A customer invoice will be created for each customer order in the Partially Delivered or Delivered status that satisfies the defined parameters by the user. Only the partially delivered or delivered order lines are invoiced.

If the invoice includes rental lines the requirement for creating the invoice is that rental events and rental transactions have been created. The rental invoice line is based on the rental transactions and not on the delivery of goods so the status of the customer order rental line must be in Reserved, Picked, Partially Delivered or Delivered status. Rental invoice lines can be handled together with sales lines on the same invoice.

Prerequisites

System Effects

The customer invoices are created. During the operation the following occurs: