Question

Invoice unconnected charges separately checkbox

  • 21 July 2020
  • 4 replies
  • 434 views
S
Rank
Userlevel 5
Badge +8

We are looking to Batch create customer invoices and would like to know what this checkbox does.  The IFS help describes it this way:

 

Invoice Unconnected Charges Separately
This checkbox indicates if unconnected customer order charges can be invoiced separately. If selected, it is possible to create a customer order invoice for a customer order charge that is no connected to a customer order line, before there is any delivery against the customer order or when there are no approved stage billing lines. If delivery confirmation is used, unconnected charge can be invoiced before any quantity gets a confirmation on delivery. If not selected, it is possible to invoice unconnected charge only with a delivery or an approved stage billing line. When delivery confirmation is used, there should be at least some quantity confirmed for the unconnected charge to be invoiced. The value of this check box is editable and will be inherited to the dialog boxes used to batch create customer order invoices. This would impact the customer order invoicing flow.
 

Can anyone give me a practical example of how this works? 

Thanks! 

4 replies

Ö
Rank
Userlevel 2
Badge +6

If sales charges in customers orders have no connection to any customer order lines those charges are possible to invoice directly after order have been released. In order to prevent that to be done when doing batch invoicing this checkbox can be used. Then the unconnected sales charge lines will be invoiced next batch job run after first delivery is done.

B
Rank
Badge +1

Quick question.  Where I can find this check box? “Invoice unconnected charges separately” checkbox

Thanks in advance!

S
Rank
Userlevel 2
Badge +4

This check box is on the company/distribution tab and also available in batch create customer order invoices. 

Thanushi Jayaweera
Rank
Userlevel 7
Badge +15

Hi @svrmhuebner,

 

This checkbox was introduced to the IFS Application through a new functionality implemented to control the invoicing of unconnected charges by aligning the normal invoicing and collective invoicing regarding how unconnected charges are handled. The basic purpose of this check box is to control if the job would invoice unconnected charge lines when there is nothing else to be invoiced in the customer order, or not.

 

Before this check box was introduced, when there was a charge line without order line connection in the customer order, it was possible to invoice this line as soon as the customer order is released, if it is ‘normal’ invoices that is used, using order flow or create customer invoice form. Additionally, a checkbox in Batch Create Customer Invoice dialog gives the user a choice to invoice such charge lines alone or to wait until some quantity (or a stage) is invoice ready. However, if the customer is using collective invoices, it is not possible invoice the unconnected customer order charge until some quantity is delivered and is invoice ready.
On top of this discrepancy, if the order is setup to use delivery confirmation, when using normal customer invoices, (other than in above dialog) it is possible to invoice unconnected charge lines even when no quantity is delivery confirmed. For collective invoices, to invoice such charge lines, at least some quantity must be delivery confirmed.

For example:

1. Create a customer order. Notice the ‘Confirm Deliveries’ checkbox is marked in customer order/delivery information tab.
2. Add a customer order line for 10 parts.
3. Add a customer order charge line, without connecting to above customer order line.
4. Release.
5. In the quick order flow, search for above customer order and notice that it is possible to create an invoice for the unconnected charge, even though no quantity is delivered nor delivery confirmed.


If the users were set up to use collective invoices, it was not possible to invoice the charge until some quantity is delivered and then delivery confirmed. The invoice can only be created along with delivery confirmed quantity.
When using normal customer invoices, if the user decides to use Batch Create Customer Invoices dialog, the ‘Exclude unconnected charges for undelivered customer orders’ to avoid invoicing charges like above.
There has been a discrepancy in the system exist about invoicing of charge lines.

Therefore this check box was introduced with the aim to align all invoice functions in supply chain with regards to charges.



Hope the above information is useful to you :relaxed:

Best Regards,
Thanushi

Reply


Terms & ConditionsCookie settings