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.
This process applies to both the IFS E-Invoice 2.0 standard and the UBL E-Invoice standard.
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.
-
If option Automatically Accept without Response is enabled, the status in the E-invoice Information is set
to Accepted. If option Automatically Accept without Response is disabled, 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.