Send Customer Invoice

Explanation

Use this activity to transfer customer invoices from IFS Cloud to a third-party accounts receivable application. 

When you transfer the invoice information, a date must be specified in the Until Invoice Date field. This field defaults to the current system date, but you can change this date. You can choose to start the transfer process directly or to schedule it as a batch job for later execution.

Prerequisites

The send customer invoices basic data should be set in Transfer Customer Invoice Basic Data page.

System Effects

The transfer process will transfer all the customer invoices that have dates before or on the date specified in the Until Invoice Date field and that match the criteria you entered as Financial Connector basic data. Specifically:

• The transfer status will be changed to Under Transfer for all customer invoices that meet the transfer criteria.
• A new entry in the Customer Invoice In Transfer page will be registered. The Customer Invoices in Transfer page keeps track of customer invoices that are being transferred.

Pages

Transfer Customer Invoices

Activity Diagrams

Send Customer Invoice