Instant invoice upload process

Hi,

You can use standard the external file templates such as STDCIN2 or STDCIN1 for this.

I think you can use migration jobs too.

Hope this helps.

Hello Shehan,

Are you sure, using above template we can upload invoices into Instant invoice screen? if so, could you please explain more in details. because, as far as i know it is possible to only upload into manual customer invoice screen.

Thanks

Raj

Hi RajK,

Very sorry about that. You are correct, it only creates manual customer invoices from this method. 

Shehan Almeida.

Hi RajK,

I appreciate your post is quite old now, but did you find a solution to this?

I have tried to build an Apps 10 migration job to create Instant Invoices from Excel, but have so far been unsuccessful.

I created a job which successfully creates the Invoice Header, but I’m having problems when trying to migrate Invoice lines linked to those headers.

If you found a solution, any advice you could give would be greatly appreciated.

Thanks in advance,

• Robin

Any updates to uploading a file to create Instant Invoices? Thank you, Cheryl

Hi, 

It’s been a mod / custom external file type. 

If your open to manually creating the II header, an external file can easily add lines.  But an all in one, meaning the header and lies are created, it’s been a mod.  I think it was an easy mod, nevertheless it had been a mod. 

An instant invoice can be created via a migration job, but it requires some steps. The screenshot is from IFS cloud but IFS8 or IFS9 does not require steps 55th, 56th and 70th

All values required to create an invoice header are derived in the the 10th step and therefore the 40th step has references to the 10th:

the 55th step creates a tax message that is used in 70th step.

In IFS cloud, the function Out_Invoice_Util_Pub_API.Create_Tax_Items_From_Msg is triggered in the 70th step

We use the following logic to create re-charge invoices with this job (e.g. gym membership for family):

• find all voucher rows posted to cost centres starting with 99 (on Dt side, e.g. Account: 401005 CC: 99007 Dt: 600 - text: gym membership Nov, 2025)
• translate 99-cost center to a customer (every 99-cost center is mapped in Conversion list e.g. 99007 is mapped to the customer 201500 - Kajetan)
• create instant invoice for the customer mapped to the cost center (201500)
• add lines for every voucher row; sales Object RECHARGE; quantity 1; price equals DT amount (e.g. RECHARGE, description: gym membership Nov, 2025, quantity:1, price: 600, posting: account: 401005 CC: 99007)  

When invoice is posted and GL is updated then 401005 99007 is balanced!

Feel free to contact me for details.

Regards,

Kajetan Guzy Polska