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Invoicing a Charge Line

  • Mar 23, 2021 8:04 PM UTC
  • 5 replies
  • 669 views

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Hi All,

 

We just went through update 9 in IFS apps 10 and are running into an issue. On commission orders we used to be able to add an unconnected charge line and invoice that on it’s own. Now we have to add a $0 order line, connect it to the charge line, and change the wanted delivery date to today’s date so we can invoice it. It this new functionality or do I need to look for a setting somewhere?

 

Thanks,

Mike

Best answer by Steve_IFS

Check it at the Company level and see if it allows you to create the invoices manually. 

 

 

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5 replies

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  • Hero (Employee)
  • Apr 27, 2021 4:03 PM UTC

There is a check box when batch creating customer invoices to invoice unconnected charges separately. If you check that, it should work. 

“If this check box is marked it indicates that the system will create invoices for unconnected charges even when there are no deliveries against the customer order or when there are no approved stage billing lines. When delivery confirmation is used, invoices are created even when there is no confirmed quantity. If this checkbox is cleared, unconnected charge lines would be invoiced when there is a delivery for the customer order, or when there are approved stage billing lines. When delivery confirmation is used, there should be at least some quantity confirmed for the unconnected charge to be invoiced.   Note: The default value for this checkbox is inherited from the relevant company”


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  • Author
  • Do Gooder (Customer)
  • Apr 27, 2021 4:26 PM UTC

@Steve_IFS these are not batch created invoices, they are manual commission orders where we pull the invoice through manually.


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  • Hero (Employee)
  • Answer
  • Apr 27, 2021 4:30 PM UTC

Check it at the Company level and see if it allows you to create the invoices manually. 

 

 


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  • Author
  • Do Gooder (Customer)
  • Apr 27, 2021 4:32 PM UTC

@Steve_IFS I just looked there and that box was not checked. I will test and confirm. Thanks!


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  • Author
  • Do Gooder (Customer)
  • Apr 27, 2021 5:19 PM UTC

This worked, thanks so much for the response!