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Invoice a project invoice plan

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To do this you have to create a sales order for the invoice plan that should be invoiced. The actual invoicing of the created sales order is handled in the Sales routine in DC1 Distribution.

The invoice plan lines have a status code that indicates if they have been invoiced. The following codes are displayed in the St field in the project invoice plan:

Status Description
Blank Registered
8 Invoiced

Note: Only one project phase at a time can be selected for invoicing.

  1. Select the Invoice project invoice plans menu item.
  2. You access Invoice plan, Invoicing. Enter the number of the project that is to be invoiced in the Project field and click OK.
  3. Depending on if the invoice plan is connected to the header or the phase of the project, you access Header invoice plan, Invoicing or Phase invoice plan, Invoicing. Note: If you are working with a phase invoice plan, you have to select the phase that is to be invoiced before you access this panel.

    4. Select the invoice plan lines that should be invoiced and click Select. The selected lines are highlighted. Click Summary to access an overview of the selected lines.

  4. You access Project transaction, Invoicing. Click Processing to start the sales order creation.
  5. You access Sales order creation. Complete the following field:
    6. Order type
    Enter the order type of the created sales order. Note: The Update stock on hand field must be set to NO for the selected order type. If transactions with negative quantities are selected, you must enter a credit order type. For positive quantities, select a debit order type.

    Click OK.

  6. You access the Work with sales order routine. A sales order has been created based on all available information in the project header. The project number is used as a reference in the sales order line. Complete the sales order line information if necessary.
  7. When all relevant sales order line information has been entered, you return to the Invoice plan, Invoicing panel where the created sales order number is displayed. Exit the routine.

    8. Result
    You have now created a sales order for the selected invoice plan lines. The actual invoicing of the lines is done in DC1 Distribution for the sales order that you have created. See About printing invoices for information about how to invoice the sales order.

    When the sales order has been invoiced, you can view the invoice number and date in the invoice plan. The invoice plan line has also been updated to status 8 (invoiced).

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