Hello-

Yes, the customer invoice type will flow through to the invoices for that customer.   Once the collective invoice criteria is met (ie, it reached the billing date as defined on the customer order), a ‘create collective invoices’ will generate the invoices.  This can be a scheduled task as well.

Best-

Christy

Instant Invoices are not included in the ‘Create Collective Invoice’ screen.  Customer Order Invoices and Shipment Invoices are shown in the screen.  Below is the help documentation.

Please let me know if this helps you to resolve your issue.

Create Collective Invoice 

Explanation

A collective invoice is a summary invoice containing more than one customer order to the same customer. This is useful when several customer orders are delivered together. It is also used if you have an agreement with your customer to bill at regular time intervals, e.g., once a month. 

You can create collective invoices even if the orders have different terms for delivery, mode of transportation, etc. The charges for the invoice (excluding the charges that exist only in in the customer order header with no order lines) can be invoiced before the order is delivered or partially delivered, if they are not connected to a specific line in the invoice.

If the invoice includes rental lines the requirement for creating the invoice is that the rental events and rental transactions should have been created. The rental invoice line is based on the rental transactions and not on the delivery of goods so the status of the customer order rental line must be Reserved, Picked, Partially Delivered or Delivered. Rental invoice lines can be handled together with sales lines on the same invoice. Delivery confirmation is not handled for a rental line and is not required in order to create an invoice.

When creating a collective invoice, you can choose whether to include all available orders or only selected ones. Note that collective invoices for lines delivered via shipment are also created here.

Prerequisites

• The setup of the customer must allow the use of collective invoices.
• If needed, you can indicate the interval, in days, between two invoices. This is also done in the setup of the customer. It is also possible to specify precise days of the month as closing dates to create collective invoices.
• The customer orders must be either in the Partially Delivered or Delivered status. If the customer order used to create a collective invoice requires delivery confirmation, the order must have been delivery confirmed. An order with a charge connected to a part order order line will not be available for invoicing until the quantity on the connected order line has been delivery confirmed.

System Effects

• A collective invoice is created, including all or selected customer orders delivered to a customer up to the specified date. If closing dates are specified for a customer, only those order lines delivered closest to the closing date will be included in the collective invoice. In the case of Customer Consignment Stock, order lines consumed closest to the closing date will be included in the collective invoice. It should be noted that orders consisting of lines blocked from invoicing will not be included.
• If customer order lines had been delivered on different dates, the latest delivery date will be the latest of all the given delivery dates. Note that in determining the latest date, only delivery dates of invoiced lines are considered.
  In case of goods that are delivered to customer consignment stock, the date of delivery is considered as the date on which consumption notification is registered.
  If an invoice line had been created through the staged billing process before delivery, the latest delivery date will be null. If the invoice is created after delivery, the latest date of all the delivered lines will be shown.
• If rental invoice lines are included on the invoice, the rental transaction status will be updated to Invoiced and the invoiced amount will be added to the transaction.
• If the customer orders are associated with projects for which the Project Unique Billing check box has been selected, separate invoices will be created for each individual project. The project ID will be posted to the corresponding invoice.
• If there are lines with different tax liability types and delivery countries on the customer orders, separate invoices will be created. If the company has got a tax ID number for the delivery country, this tax ID number will be printed on the invoice for lines with a tax liability of type taxable. For lines with different tax liability types and delivery countries, the supply country tax ID number will be used. Also if a tax liability of type exempt is used on the order lines, the supply country tax ID number will be printed on the invoice.
• If there are customer orders with different use price including tax settings, separate invoices will be created.

Thanks @jabous and @cperdue - much appreciated!

Hi

I’d like to add to this thread rather than creating a new one - seems appropriate…

In creating a Collective Customer Invoice (Apps 9 SP11) we have a need to remove one or more Customer Order Lines from it - maybe because certain lines don’t adhere to our contract rules.

There doesn’t appear to be a means of removing lines from the Preliminary Invoice other than to cancel it completely and then Block for Invoicing each of the unwanted lines in the Customer Order.

Further, there then doesn’t appear to be a way of re-generating the Collective Customer Invoice to exclude the unwanted lines AND not to include any recent deliveries (keeping to the total value of the original invoice less the value of the unwanted lines)

Any help on this would be appreciated

Paul

Hi @BABPAULS did you find an answer ? I have the same issue. Thank you !

Hi @BeaAurorB. No I haven’t found anything yet. It’s odd how Prelim Invoices created via this functionality don’t behave like Prelim invoices elsewhere in IFS where you can remove lines.

We’re moving ahead using the work-rounds already described above. The Customer Order Lines screen, with a bit of re-shuffling the headers, is useful for producing a saved query based upon the First Actual Ship Date to control what goes in or stays out of the invoice run.

Maybe this will help you

Thanks

Paul