Prerequisites
Invoice plans can only be created for a project header if the following is true:
- The Inv plan on header field must be set to YES in the project type that is connected to the project.
- An item line has been added to the project. For this line, the Time/Mtrl field must be set to NO.
- An invoice amount must be defined in the Net sales field on the project header. The invoice amount is automatically calculated by summing up the prices for all item lines for which the Time/Mtrl field is set to NO. The calculated invoice amount may also be manually changed.
- Select the Work with projects menu item.
- You access Work with project orders. Select the project to which you want to add an invoice plan and click Inv plan.
- You access Project invoice plan maintenance, Order where you split the invoice amount into different invoice plan lines. Complete the following fields:
- Planned inv date
- Enter the planned invoice date.
- Amount
- Enter the planned invoice amount for this line.
- Percent
- Enter a value in percentage indicating how much of the invoice plan amount should be invoiced for this line.
- Note: Complete either the Amount or Percent field. If an amount is entered the system will automatically calculate the percentage and vice versa. If the sum of the automatically calculated amounts do not equal the invoice plan amount, or if the sum of the percentages is not 100, you will have to manually adjust the values.
Click OK when you have defined all invoice dates and amounts/percentages to update the information. Click Add if you want to add more invoice plan lines. Exit the routine.