Related topics
On this panel you can maintain an existing project invoice plan, or enter a new one. Note: The project type defines if an invoice plan can be added to the project and in that case if it should be connected to the project header or phase. An invoice item is also defined in the project type.
The invoice plan can be printed on the project printout from the Work with project orders panel.
Options
| Text | Select this option to view/work with text. |
- Customer
- Order type
- Status
- The code indicates the status of the project/quotation.
- Order number
- Inv plan amt
- The invoice plan amount that should be divided into different invoice dates. The amount is either the sum of all element lines for which Time/mtrl is set to NO, or a manually set net sales value for the project header.
If Time/mtrl is set to NO and there is a sales order link, only the following element lines will be included in the amount:
- FOC is set to YES on the sales order line.
- FOC is set to NO, and the sales order type is defined with Update A/R set to NO.
Note: If the sales order link is created from the sales order module, the element line will not be included in the amount.
- Currency
- The currency for the project/quotation.
- Line
- Planned inv date
- The planned invoice date.
- Amount
- The planned invoice amount for this line. Note: Complete either Amount or Perc. If an amount is entered, the system will automatically calculate the percentage.
- Percent
- The value in percentage indicates how much of the invoice plan amount should be invoiced for this line. Note: Complete either Amount or Perc. If a percentage is entered, the system will automatically calculate the invoice amount. If the sum of the automatically calculated amounts do not equal the invoice plan amount, you will have to manually adjust the values.
- Invoice number
- The number of the invoice which has been made to invoice this line. This is updated by the system when an invoice is created for the sales order connected to this invoice plan line.
- Invoice date
- The invoice date of the line. This is updated by the system when an invoice is created for the sales order connected to this invoice plan line.
- St
- The code indicates the status of the invoice plan line.
Code Description Blank Registered 8 Invoiced Note: This status is set by the system when an invoice is created for the sales order connected to this invoice plan line.
- Text
- Indicates if text information exists.
- Inv remaining amount incl VAT
- The remaining amount including VAT, not paid, for the invoice.