Send Invoices
Explanation
This activity is used to send E-invoice
messages to relevant authorities. When the E-invoice Process
enabled Process Type is connected to the Company/Customer Send invoice
command will be enabled irrespective of whether the customer message is set
up or not.
If the customer’s message is set up with EDI, MHS or E-INVOICE media code it
will also send the customer message along with the E-invoice message. Select
the Send Invoice to open the Send Invoice dialog from the
relevant page.
Prerequisites
Media Code Used |
Prerequisites |
EDI or MHS |
- A customer invoice of the state Preliminary must exist.
- The Default option must be enabled in the Customer/Message
Setup tab for a row with the INVOIC message class.
|
E-INVOICE |
- Extended Server must have been installed.
- A customer invoice of the state Preliminary must exist.
- The Default option must be selected in the Customer/Message
Setup tab for a row with the message class INVOIC.
- E-INVOICE must be selected as the media code for a row
in the Customer/Message
Setup tab.
- A person record must have been entered in the
Person page for the user ID that is used to log into
IFS at the time of carrying out this activity.
- Information must have been entered for the company in the Company/Invoice/Document
Management tab.
|
System Effects
As a result of this activity, the following system effects would take place.
-
An E-invoice message is sent to the relevant authorities.
-
The status of the invoice will change to PostedAuth status and
the Final Invoice number will be assigned.
-
The status in the E-invoice Information is set to Pending.
-
The
date and time at which the E-invoice message is sent will be
automatically entered in the Sent Time field on the E-Invoice
Process Monitoring page.
-
If any attachments are connected in
the Send
Invoice dialog, they will be attached to the
E-invoice message.
Media Code Used |
System Effect |
EDI or MHS |
- An invoice message is sent to the customer.
- Vouchers for the invoices sent are created and transferred to
the Hold Table in Accounting Rules.
|
E-INVOICE |
- An invoice message is sent to the customer.
- Vouchers for the invoices sent are created and transferred to
the Hold Table in Accounting Rules.
- 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 page. (Note: If the IFS 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
page.)
- 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 Invoice
dialog, they will be saved in IFS/Document Management
or in IFS/Invoice (i.e. if IFS/Document Management is not installed).
|
The sending invoice(s) would be carried out as a background job if it is
performed from the Print
Invoice page.