Modify Customer Order Invoice

Explanation

When the customer invoice is created in Create Customer Invoices, Create Collective Customer Invoices, Create Customer Credit Invoices, Create Customer Correction Invoices, Create Advance Payment Invoice, Customer Self-Billing Invoice or Create Prepayment Based Invoice, the invoice can be viewed and modified in Customer Invoice. Modifications are possible only on condition that the invoice is not printed.
Note that invoice rental lines cannot be updated.

The Customer Invoice window contains the General tab and the Lines tab. In these tabs, you can modify data such as references, delivery conditions and modes, forwarding agent, invoiced quantity, price, discounts, invoice line discounts, payment term base date, etc.

The payment term base date will, by default, be the same as the invoice date. However, you can modify it by entering the desired date in the Pay Term Base Date field in the Customer Invoice/General tab as long as the invoice is in a Preliminary state. An update of invoice date also will change the payment term base date if both dates have the same value. If the invoice date and payment term base date are different, a change in the invoice date will not affect the payment term base date. The payment term base date itself can be modified without affecting the invoice date. Therefore, this feature enables full control of the calculation of the payment due date. Note that an update of the date in the Pay Term Base Date field on the invoice will not automatically update the date in the Pay Term Base Date field on the customer order.

Invoice price and tax calculations are controlled by the Use Price Incl Tax option. The default value of the option is fetched from the customer order, shipment or return material authorization. The value can not be changed.

By using a command you can open the Customer Invoice Line Discount dialog and you can view the discounts for the line. You can modify a discount line by changing the discount rate and the discount amount. You can add a new discount line or remove an existing line. You can also change the discount calculation basis by using partial sums. Note that any updating of discounts must be performed in both Customer Order and Customer Invoice for the calculation dialogs to correspond. This is necessary since there is no connection between them after the customer order line discount information is duplicated to customer invoice line discounts (when the invoice is created).

Discounts can also be used to create a zero invoice. There are different ways to create a zero value invoice line. By entering a group discount that results in a total discount of 100% or by entering a line discount of 100%, the gross amount of the invoice will be zero. An alternative way to create a zero invoice for the order is to set the sale unit price for the sales parts to zero on the invoice lines.

By right-clicking an invoice line and opening the Tax Lines, Withholding dialog box, You can enter tax information directly on the instant invoice line or work with multiple taxes in the Tax Lines dialog. If you enter a tax calculation structure on the invoice line, you can work with multiple taxes with different tax base amounts. Tax lines can only be entered/modified as long as the invoice is in status Preliminary. Regardless status, it is not possible to remove or enter new tax lines if tax calculation structure is entered on the invoice line. Default tax information can be retrieved by using the Set Default option. The taxes are retrieved from the customer order line or customer order charge line to customer invoice line.

You can modify a withholding tax line by changing the tax base amount and the tax amount. You can add a new tax code or remove an existing tax code.

If the Transaction Level option is enabled in the Company/Tax Control/General tab under Tax Code Validations for Customer Tax, it is mandatory to enter a tax code on the invoice line.

It is possible to remove a Credit and Correction Invoice if it is still in status Preliminary.

Prerequisites

System Effects

System effects occur only if you make changes to the invoice. According to any changes made, the columns Net Amount, Gross Amount, and Tax Amount are updated.

Base for the currency rate date is defined by the Outgoing Inv Curr Rate Base parameter in Company/Invoice/General tab. If the selected date is changed, then both currency rate and tax currency rate are updated. Latest Ship Date is used as delivery date and if this field is empty, then is invoice date used as base for the currency rate date. This is if different rates have been defined for the relevant periods and if it is not a correction invoice. If the invoice currency is different from the base currency, values in the base currency will also be recalculated for the customer invoice lines and header.

A zero invoice will be created if the total of the discounts amounts to 100%, resulting in a gross amount of zero.

An update of the invoice date also will update the payment term base date when both dates are the same.

If single tax code is used, the Multiple Tax Lines check box is not selected and single tax code is displayed in the Tax Code column on the invoice line. If multiple taxes are used Multiple Tax Lines option is enabled on the invoice line. If multiple tax with different tax bases are used, the tax calculation structure is displayed Tax Calculation Structure column on the invoice line.

If tax line is derived from the tax calculation structure definition and it is displayed in the Tax Base Amount column.

If default income type is connected to delivery address of the customer, it will be suggested in the invoice line. If withholding tax codes have connected income type, they will be shown in the Tax Lines, Withholding dialog box.

When the Remove option is selected,  the invoice is completely removed from the system: If the Customer Invoice had been derived from an RMA, references to the customer invoice will be removed, and entries will be made in the Return Material Authorization/ Return History tab. If the Customer Invoice is linked with a customer order line, entries will be made in the Customer Order/Order History tab.

If you cleared the Show credit lines for Correction Invoice check box, only the debit lines of the customer invoice will be visible.