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.
Prerequisites
- 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.
System Effects
- 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.