<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/ci/onlinemanual/000005" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">To select order data for invoicing</Title>
		<Keyword><Level1>Billing request</Level1>
			<Level2>selections</Level2>
		</Keyword>
		<Keyword><Level1>Invoicing</Level1>
			<Level2>select order data</Level2>
		</Keyword>
	</Header>
	<GeneralSection ID="Overwrite.defaults"><Paragraph>You must create a <Link href="/baanerp/ci/glossary/glossary#000001" role="glossary">billing request</Link> to create selections of invoicing data for which SSA ERP generates invoices.</Paragraph>
		<Paragraph>If you create a new billing request in the <GUIRef href="/baanerp/ci/sli/cisli2100m000" role="session">Billing Requests (cisli2100m000)</GUIRef> session, you must select a <Link href="/baanerp/ci/glossary/glossary#000002" role="glossary">billing request template</Link> for the billing request. The billing request template determines the types and number of invoice data lines you can select for the billing request.</Paragraph>
		<Note><SectionTitle>Note</SectionTitle>
			<Paragraph>A template must exactly define the number and types of orders for which you want to create invoices in a billing request. In the billing request, you cannot ignore the selections defined in the billing request template. For all the kind of orders for which the template defines that you can select <GUIRef href="/baanerp/ci/domains/sli.snos#several" role="enum">Several</GUIRef>, the full range of invoicing data is selected in the billing request by default. You can enter a smaller range in the billing request however, you cannot select none.</Paragraph>
			<Paragraph>For example, to create only interest invoices, the billing request template must have the value <GUIRef href="/baanerp/ci/domains/sli.snos#no" role="enum">None</GUIRef> for all other types of orders.</Paragraph>
		</Note>
		<Paragraph>If you compose the invoices for the data selected through the billing request, SSA ERP can either generate a separate invoice for each invoice data line or combine invoice data on the invoices.</Paragraph>
		<List><ListIntro>Whether the invoice data is grouped on one invoice depends on the following criteria and parameters:</ListIntro>
			<ListItemHead>The transaction type and series</ListItemHead>
			<ListItem>The transaction type and series used for the invoice document number. Orders for which the invoice document numbers are generated with different transaction types and/or series cannot be grouped on one invoice. <List><ListItem>In the <GUIRef href="/baanerp/ci/sli/cisli1500m000" role="session">SLI Parameters (cisli1500m000)</GUIRef> session, you can for every kind of order define the default transaction type and series for the invoice document number. In this way, you can set up the default way to group the invoice lines per invoice. To group invoices of different kind of orders on one invoice, enter the same transaction type and series for the kind of orders.</ListItem>
					<ListItem>In the <GUIRef href="/baanerp/ci/sli/cisli1120s000" role="session">Billing Request Addition (cisli1120s000)</GUIRef> session, you can specify that you can overwrite the transaction type when you create a billing request. You can use this feature to overrule the way in which the invoice lines are grouped by default. For details, refer to <Link href="/baanerp/ci/onlinemanual/000005#Overwrite.defaults" role="manual">To overwrite the transaction types and series</Link>
					</ListItem>
				</List>
			</ListItem>
			<ListItemHead>The composing criteria</ListItemHead>
			<ListItem>Invoice lines can only be grouped on one invoice if the composing criteria have the same values. For example, invoice lines for different invoice-to business partners cannot be grouped on one invoice. For a list of the predefined composing criteria, refer to <Link href="/baanerp/ci/onlinemanual/000014" role="manual">The composing criteria</Link>.</ListItem>
			<ListItemHead>The invoicing method</ListItemHead>
			<ListItem>The <Link href="/baanerp/ci/glossary/glossary#000301" role="glossary">invoicing method</Link> defines whether various orders and kind of orders can be grouped on one invoice. You define invoicing methods in the <GUIRef href="/baanerp/tc/mcs/tcmcs0155s000" role="session">Invoicing Methods (tcmcs0155s000)</GUIRef> session and link the methods to the business partner in the <GUIRef href="/baanerp/tc/com/tccom4112s000" role="session">Invoice-to Business Partners (tccom4112s000)</GUIRef> session.</ListItem>
			<ListItemHead>The billing request template</ListItemHead>
			<ListItem>The <Link href="/baanerp/ci/glossary/glossary#000002" role="glossary">billing request template</Link> controls the number and type of orders that you can select for invoicing in a billing request. If the billing request template and the applicable invoicing method allow different types of grouping, SSA ERP applies the most restricted grouping.</ListItem>
		</List>
		<GeneralSection ID="Overwrite.defaults"><SectionTitle>To overwrite the transaction types and series</SectionTitle>
			<Paragraph>If the billing request addition permits, you can enter a transaction type and series in the <GUIRef href="/baanerp/ci/sli/cisli2100m000" role="session">Billing Requests (cisli2100m000)</GUIRef> session that will be used to generate the invoice document numbers, instead of the transaction type and series defined in the <GUIRef href="/baanerp/ci/sli/cisli1500m000" role="session">SLI Parameters (cisli1500m000)</GUIRef> session.</Paragraph>
			<List><ListIntro>You can use this feature for two purposes:</ListIntro>
				<ListItem>If the billing request template allows you to select multiple kinds of orders for which you defined different default transaction types and series, and you want to collect the orders on one invoice.</ListItem>
				<ListItem>If you create billing requests for a <Link href="/baanerp/ci/glossary/glossary#000300" role="glossary">billing request set</Link>, the billing request template allows you to select one kind of order, and you want to distinguish the invoices created, for example, by various departments. For details, refer to <Link href="/baanerp/ci/onlinemanual/000010" role="manual">To use billing request sets</Link>.</ListItem>
			</List>
		</GeneralSection>
		<GeneralSection><SectionTitle>To create separate invoices for each kind of order</SectionTitle>
		</GeneralSection>
		<Paragraph>Various types of invoices exist, for example, sales invoices, project invoices, and service invoices. To invoice each kind of order separately, you can do some or all of the following:</Paragraph>
		<List><ListItem>In the <GUIRef href="/baanerp/tc/mcs/tcmcs0155s000" role="session">Invoicing Methods (tcmcs0155s000)</GUIRef> session, create separate invoicing methods for each type of order.</ListItem>
			<ListItem>In the <GUIRef href="/baanerp/ci/sli/cisli1500m000" role="session">SLI Parameters (cisli1500m000)</GUIRef> session, enter different transaction types and/or series for the various kind of orders.</ListItem>
			<ListItem>Create billing request templates that each select a single invoicing data type.</ListItem>
		</List>
	</GeneralSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/ci/onlinemanual/000001" role="manual">The invoicing procedure</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
