Add Lines
Explanation
Use this activity to add delivery lines to a customer self-billing invoice. This will be based on the
information received from the customer (e.g., on paper or by phone).
This is a useful activity even when, for example, the customer has forgotten to send some lines in the incoming
self-billing invoice. You can then add the deliveries to an existing or new customer self-billing invoice, based on
any further information received.
You can match an incoming self-billing invoice line to only one delivery. If you need to invoice another
delivery line against the same incoming self-billing invoice line, you can use this activity to add the delivery to
the corresponding customer self-billing invoice that is created.
Prerequisites
- The customer self-billing invoice header must have been entered, and should be in the Preliminary
status.
- If delivery confirmation is used, only delivery-confirmed customer order lines will be available for
matching. If delivery confirmation is not used, partially delivered and delivered lines will be available.
- If you want to add a delivery which has been matched before, there must be a remaining quantity to
match.
- Self-billing must have been enabled on the customer order line.
- The customer order line must not be invoice blocked.
System Effects
- If you added lines with deviations in the quantity or price, you will be able to view these deviations in the
Self-Billed Customer Order Line with Deviations window.
- Once a line has been added, it will not be available for further matching or adding if the Close
Delivery option has been enabled.
- Lines will be added and displayed in the Customer Self-billing Invoice window.
- The Match Type field on the customer self-billing invoice will be set to Manual Addition.