Related topics
This panel displays all invoice plan lines for the selected project. 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:
- Select the project/phase that should be invoiced.
- Select the invoice plan lines that should be invoiced.
- Create a sales order for the selected invoice plan lines.
- Invoice the created sales order in DC1 Distribution.
Options
| Select | Select this option to select a record. |
Function keys
- Customer
- Project
- Status
- The code indicates the status of the project/quotation.
- Project type
- Net sales
- The total net sales value, i.e. the price quoted to the customer.
- Description
- The description of the project.
- 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 total net sales value.
- Invoice number
- The number of the invoice which has been made to invoice this line.
- Invoice date
- The invoice date of the line.
- Status
- The code indicates the status of the line.
Code Description Blank Entered 8 Invoiced