Add Lines
Explanation
Use this activity to add delivery lines to a customer self-billing invoice.
This will be based on the information received from the customer (e.g., on paper
or by phone).
This is a useful activity even when, for example, the customer has forgotten
to send some lines in the incoming self-billing invoice. You can then add the
deliveries to an existing or new customer self-billing invoice, based on any
further information received.
You can match an incoming self-billing invoice line to only one delivery.
If you need to invoice another delivery line against the same incoming self-billing
invoice line, you can use this activity to add the delivery to the corresponding
customer self-billing invoice that is created.
Prerequisites
- The customer self-billing invoice header must have been entered, and
should be in the Preliminary status.
- If delivery confirmation is used, only delivery-confirmed customer order
lines will be available for matching. If delivery confirmation is not used,
partially delivered and delivered lines will be available.
- If you want to add a delivery which has been matched before, there must
be a remaining quantity to match.
- Self-billing must have been enabled on the customer order line.
- The customer order line must not be invoice blocked.
System Effects
- If you added lines with deviations in the quantity or price, you will
be able to view these deviations in the
Self-Billed
Customer Order Line with Deviations window.
- Once a line has been added, it will not be available for further matching
or adding if the Close Delivery option has been enabled.
- Lines will be added and displayed in the
Customer Self-billing
Invoice window.
- The Match Type field on the customer self-billing invoice will
be set to Manual Addition.