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Phase invoice plan, Invoicing (POM050H)

Related topics

This panel displays all invoice plan lines for the selected project and phase. Select the invoice plan lines that should be invoiced and click Summary to access an overview of the selected lines. To invoice these lines you have to create a sales order which is then invoiced 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:

  1. Select the project/phase that should be invoiced.
  2. Select the invoice plan lines that should be invoiced.
  3. Create a sales order for the selected invoice plan lines.
  4. 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.

Valid codes are:

Phase
Net sales
The total net sales value, i.e. the price quoted to the customer, for the project.
Cost price
The total of the cost prices of the different elements within the phase (planned cost).
Net sales
The total net sales value, i.e. the price quoted to the customer, of this phase.
Gr sales
The total gross sales value of the phase elements.
Description
The description of the phase.
Item
The item that will be used for the invoicing of the invoice plan, as defined in the Project type table.
Selected
Indicates if the line has been selected for invoicing.
Line

Note: Lines that were selected for the current invoice run are highlighted.
Planned inv date
The planned invoicing date.
Amount
The planned invoice amount.
Percent
The percentage that line amount represents according to the project phase total net sales value.
Invoice number
The number of the invoice which has been produced to invoice this line.
Invoice date
The date of the invoicing.
St
The code indicates the status of the invoice plan line.

Valid codes are:

Code Description
Blank Entered
8 Invoiced