Setting up the invoice split functionality

Related topics

This document outlines the instructions for setting up the invoice split functionality, allowing you to decide what items you want printed on invoices for your customers that are flagged for split invoicing.

Tables/Files

To do

Panel value control file

The panel values of 1, 2 and 3 for the ISPO panel value group is preloaded with the system.

Work with invoice split categories

If you plan on using Invoice split option 2 (Print with same split category), an invoice split category is mandatory. Register the applicable invoice split categories.

Work with items (Basic data panel)

For each applicable item, the following fields are relevant:

Invoice split option

Set this field to the panel value denoting what items you want printed on invoices for your customers that are flagged for split invoicing. Valid panel value codes are:

1	Print with same split code: All items for the customer on the order with this invoice split option code will be printed on the same invoice.
2	Print with same split category: This requires that your items for the customer on the order are attached to an Invoice split category. The end result is that all items for the customer on the order with this invoice split option code and the same invoice split category will be printed on individual invoices based on the category.
3	Print on a separate invoice: This does not require that your items are attached to an invoice split category. The end result is that all items for the customer on the order with this invoice split option code will be printed on individual invoices, i.e. one invoice per item.

Invoice split categ: If the item was assigned invoice split option 2 (Print with same split category), attach the relevant invoice split category from the Work with invoice split categories file.

Work with business partners (Customer file)

For each applicable customer, set the Split invoice field to YES. Note: If a debtor is assigned to the customer, this field must also be set YES for the debtor. The Merged invoicing flag must be set to NO.