The Send Customer Invoice process is used to synchronize a third-party accounts receivable application with the customer invoice data contained in IFS Cloud. Specifically, the process creates an open receivables record in the third-party application. The process can also update the third-party application's general ledger.
To use this process, you create customer invoices in IFS Cloud (either automatically or manually) that will be transferred to the third-party system. To control the transfer, you should enter basic data parameters, which specify whether vouchers should be transferred with the customer invoice. The basic data can be specified in the Transfer Customer Invoice Basic Data page.
When the customer invoices are ready to be transferred, you will start the transfer process from the Transfer Customer Invoices page. You can start the transfer immediately or schedule it as a batch job.
While the customer invoices are being transferred, you can keep track of them by viewing the transfer information in the Customer Invoice In Transfer page. The status of the transfer is also displayed in this page.
If an error occurs during the customer invoice transfer,
the Error badge will be selected as Yes. You can select any transfer item(s)
with errors, select the Fincon Error Message command to view
the error message(s). From the Customer Invoice In Transfer
page, you also can restore customer invoices that generated errors during the
last transfer. Restoring invoices readies them to be transferred again by removing
the invoice from the Customer Invoice in Transfer
page list items and resetting the transfer status for the customer invoice.