Create E-reporting Proposal
Explanation
This activity is used to create an E-reporting proposal.
A proposal can be created for either customers or suppliers, depending on the Proposal Type selected at the time
of creation. Several proposals can be created at the same time. However, a new proposal cannot be created if its
period overlaps with an existing proposal in Created or Acknowledged state.
- Creation Date – The date on which the proposal is created.
- Proposal Type – Defines whether the proposal is created for a customer or a
supplier.
- Date Range – Displays the From and Until dates
selected for the proposal. This is based on the Invoice Date.
When selecting the proposal, only the Acknowledge Proposal option will be enabled.
Prerequisites
- At least one invoice due for payment must exist when creating a customer proposal.
- At least one invoice in the PrelPosted state must exist when creating a supplier proposal.
System Effects
As a result of this activity, the following system effect will take place:
- Once an invoice is included in a proposal, it cannot be selected and included in another proposal.