Project delivery is only available for transactions. Invoicing, however, can be done for both transactions and invoice plans.
Delivery
Transactions for which the Invoice field is set to NO can be delivered. For these transactions a transport note will be printed instead of an invoice. To do this you have to create a sales order for the selected project transactions. The actual printing of the transport note will be done in DC1 Distribution for the sales order that you have created.
Invoicing
Transactions for which the Invoice field is set to YES and transactions that have been created automatically at manufacturing and purchase order reception can be invoiced. You can also invoice project invoice plans. To do this you have to create a sales order for the transactions or the invoice plan that should be invoiced. The actual invoicing of the created sales order is handled in the Sales routine in DC1 Distribution.
Invoice matching
If invoice matching is activated in the system, then there will be a possibility to follow up any differences between the purchase reception price and the invoice price from the supplier. Cost control will be based on the invoice price if it is not equal to the reception cost price. If a difference is reported two new project transactions will be created. For example:
| Reception | Quantity 15 | Cost price 25 USD |
| Invoice matching | Quantity 15 | Invoice a-price 27 USD |
| New project transaction | Quantity -15 | Cost price 25 USD (Crediting the reception) |
| New project transaction | Quantity 15 | Cost price 27 USD (New cost control price) |
Note: If the element line should be invoiced to the customer it is only the original project transaction, created at reception, that can be selected for invoicing. The Invoice field will be set to NO for the two new transactions.
Enquiries
- Project invoice plan enquiry/Project phase invoice plan enquiry
This enquiry is accessed via the Project order enquiry. It displays the invoice plan and its invoice numbers and dates. - Transaction enquiry
This enquiry is accessed via the Project order enquiry. It displays the invoice number if the transaction has been invoiced. The Invoice indication field in this enquiry denotes if the transaction should be invoiced.