To do this you have to create a sales order for the transactions that should be invoiced. The actual invoicing of the created sales order is handled in the Sales routine in Distribution.
Note: When selecting transactions to be included in the invoice, you must select either transactions with positive or negative quantities. This determines if a debit or credit invoice should be created.
Note: If an element line has been delivered or invoiced previously, and that transaction is not yet invoiced, it is not allowed to mark any transactions for this element line until the sales order is invoiced (status 60).
- Select the Deliver and invoice project transactions menu item.
- You access Project transaction, delivery and invoicing. Complete the following fields:
- Project number
- Enter the project number to be delivered.
- Invoicing
- Set to YES indicating that an invoice is to be created.
- You access Project transaction, Invoicing. Select the phase that is to be invoiced and click Select.
- You access the second Project transactions, Invoicing panel.
- You access the third Project transaction, Invoicing panel.
- On Sales order creation complete the following field:
- 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.
- 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.
- When all relevant sales order line information has been entered, you will return to the Project transaction, delivery and invoicing panel where the created sales order number is displayed. Exit the routine.
Click OK.
Select the line that is to be invoiced and click Select. The lines that are selected for invoicing are marked with YES in the S field.
Note: You can change the sales price of the transactions before the transactions have been selected.
Click Summary to access an overview of the selected lines.
For service and activity lines, the item defined in the Service code table or Activity code table will be used here.
If more than one transaction is selected that refers to the same element line, transaction quantities will be added together and an average cost and sales price will be calculated.
Click Processing to start the sales order creation.
Click OK.
Result
You have now created a sales order for the selected project transactions. The actual invoicing of the project transactions is done in Distribution for the sales order that you have created. See About printing invoices for information about how to invoice the sales order.