Related topics
On this panel you select the project phase to be invoiced. To invoice the phase invoice plan you have to create a sales order for a selected number of invoice plan lines. The actual invoicing of the created sales order is handled in the Sales routine in DC1 Distribution. When the sales order has been invoiced, you can view the invoice number and date in the invoice plan. The invoice plan lines will be updated to status 8 (invoiced).
The invoicing routine consists of the following steps:
- Select the project/phase that should be invoiced.
- Select the invoice plan lines that should be invoiced.
- Create a sales order for the selected invoice plan lines.
- Invoice the created sales order in DC1 Distribution.
Options
| Select | Select this option to select a record. |
Function keys
- Customer
- Project type
- Project
- Status
- The code indicates the status of the project/quotation.
- Net sales
- The total net sales value i.e. the price quoted to the customer.
- Phase number
- Description
- The description of this phase.
- Net sales value
- The total net sales value i.e. the price quoted to the customer of this phase.