Exclude Sales Line

Explanation

On the Sales Lines tab, you can block a sales line from being invoiced.

This might be useful for service types with Resources Used as the invoice type. There could for instance be situations where it is uncertain if the consumed material should be invoiced, as well as how much material that was consumed. However, before this is cleared out you want to invoice machine time and labor costs. In this example you will set the sales line for material to Not Invoiceable, and thereby exclude them from the transfer to the customer order and creating the customer invoice. Then, when you know how to invoice the consumed material, you will change the status to Invoiceable and transfer the material sales lines.

If the sales line should never be invoiced for some reason, then you can remove the sales line instead of excluding it from the transfer.

To exclude a sales line from the transfer to the customer order, change the status on the sales line from Invoiceable to Not Invoiceable.

Prerequisites

System Effects

As a result of this activity, the status of the sales line is changed from Invoiceable to Not Invoiceable, which means that the sales line not will be transferred to the customer order and thus will not be included in the customer invoice.