Question

Create supplier invoice automatically including charge amount on purchase order

  • 20 June 2022
  • 1 reply
  • 206 views
Shunichiro Kitahara
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Userlevel 2
Badge +2

Hi everyone,

Our customer is working on IFS Cloud 22R1.They set up data under "Supplier for Purchase Part" screen. They set purchased part price together with charge price such as logistic costs under Charges Tab. Supplier Invoice is set as "Self-Billing"under this supplier master data to create supplier invoice automatically. When user creates purchase order for this supplier and specifies this purchase part, the system creates an invoice automatically with the price of purchase part but charge amount is not reflected into the invoice as another line.

They expects to create a supplier invoice automatically which includes both purchase part price and charge price by separate line in the invoice based on the setting of supplier for purchase part.
 

Is there any way to manage their requirement?

Thanks in advance,

1 reply

Y
Rank
Userlevel 4
Badge +7

When the Automated Invoicing functionality (Self- Billing) was implemented, Charges have been excluded on purpose, and only purchase order lines are considered in the self-billing invoices. This is due to the reason that it is not mandatory to include the charges with the order lines when invoicing.

This has not been implemented due to the complexity of how the charges are handled in various scenarios such as invoicing for a different supplier, how the charges have been distributed etc.

Further, If you check the help text given for the “Self-Billing” check box in purchase order line, it is as follows,

“If this check box is selected, it indicates that self-billing is activated for this order line. It will be selected by default if self-billing has been activated for the supplier. Note: Self-billing can only be used with the ownership type Company Owned, except in the case of external service orders. When self-billing is enabled, the invoice is automatically created and matched in connection with the receipt. It is also recommended, when self-billing is enabled, to use a receive case that does not include inspection.”

 

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