Generate Invoice 

Explanation

For approved cap exceeded non-routines, the approved values should be considered when generating the invoice. Also, cap-exceeded non-routines, either rejected or on which proceed at risk is enabled should not be considered for invoice generation. 

For both routine tasks and non-routines that are not cap exceeded, you should generate the invoice based on the commercials that are generated according to the applied contract rules. 

Note: You need to generate the invoice before completing the tasks of the work package.

Prerequisites

Create a customer order on the Customer Order page. 

Note: The order type of the customer order must not have any stops in its workflow.

Procedure

  1. Navigate to the Work Package Commercials page. 
  2. Select a work package. 
  3. Click Transfer Sales Lines.

    Note: After all sales lines are transferred, delete the plus quantity lines of the corresponding minus quantity lines in the customer order that are generated by the cap calculation. This allows you to generate the invoice only for the cap exceeded values. 

  4. Select the customer order ID and click Transfer Sales Lines. 
  5. On the Sales/Order/Customer Order page, click Status.
  6. Click Release to release the sales lines to generate the invoice.
  7. Click Invoice, and click Invoice Info to view the invoice lines.
  8. On the Sales/Invoicing/Customer Invoice Lines page, click Customer Invoice.

You can view the generated invoice with the released sales lines.