<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/tc/mcs/tcmcs0155s000" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Invoicing Methods (tcmcs0155s000)</Title>
	</Header>
	<HelpTopic><AimSection><Paragraph>Use this session to define or maintain an <Link href="/baanerp/ci/glossary/glossary#000301" role="glossary">invoicing method</Link>.</Paragraph>
		</AimSection>
		<GeneralSection><Paragraph>If you do not use <GUIRef href="/baanerp/tp" role="package">Project</GUIRef> or <GUIRef href="/baanerp/ts" role="package">Service</GUIRef>, leave the fields that are specifically related to these packages at their default values.</Paragraph>
			<Paragraph>Use the check boxes to specify that collective invoices must be issued. Invoices can be collected for different types of data. If you collect orders, one invoice is issued covering more than one order. The orders are individually specified on the invoice.</Paragraph>
			<List><ListIntro>These check boxes combined with the <GUIRef href="" role="manual">Print Order Lines</GUIRef> selection enable you to print four types of sales invoices:</ListIntro>
				<ListItem>Collective and net invoices.</ListItem>
				<ListItem>Non-Collective and net invoices.</ListItem>
				<ListItem>Collective and gross invoices.</ListItem>
				<ListItem>Non-Collective and gross invoices.</ListItem>
			</List>
		</GeneralSection>
		<RelatedTopics><SectionTitle>Related topics</SectionTitle>
			<RelTopic><Link href="/baanerp/ci/onlinemanual/000005" role="manual">To select order data for invoicing</Link>
			</RelTopic>
		</RelatedTopics>
	</HelpTopic>
	<Fields><FieldHelp ID="tcmcs055.cinm"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Invoicing Method</Title>
			</Header>
			<FuncDesc>The <Link href="/baanerp/ci/glossary/glossary#000301" role="glossary">invoicing method</Link> that you define or maintain.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.cprl"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Line</Title>
			</Header>
			<FuncDesc>This field only applies for cost plus transactions and extension transactions in <GUIRef href="/baanerp/tp" role="package">Project</GUIRef>.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.gnin"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Discount</Title>
			</Header>
			<FuncDesc>Indicates whether the gross amount or the net amount of the discount must be printed on the invoice lines.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.vatc"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Tax Codes</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP issues one invoice covering orders to which different <Link href="/baanerp/tc/glossary/glossary#TaxCodes.tc" role="glossary">tax codes</Link> apply. The orders are individually specified on the invoice.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.dept"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Departments</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP issues one invoice covering orders that were issued by more than one department or sales office. The orders are individually specified on the invoice.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.srep"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Sales Representatives</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP issues one invoice covering orders that were handled by more than one sales representative. The orders are individually specified on the invoice.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.stoa"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Ship-to Addresses</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP will issue one invoice for a business partner for orders that were delivered at different ship-to addresses. The orders are individually specified on the invoice.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.cmso"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Manual Sales Invoices</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP will issue one invoice covering all the invoices that were entered manually for this invoice-to business partner. Such invoices are not linked to orders.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.ccin"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Collect Sales Orders</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP will issue one invoice covering more than one order.</FuncDesc>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>The orders are individually specified on the invoice.</Paragraph>
			</Note>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.csot"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Collect Sales Order Types</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP will issue one invoice covering more than one order type.</FuncDesc>
			<SimpleSection><Paragraph>The order types are individually specified on the invoice.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.core"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Collect Rebates</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP will issue one invoice document that covers more than one rebate invoice.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.cwho"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Collect Warehouse Orders</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP will issue one invoice that covers more than one warehouse order. The orders are individually specified on the invoice.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.cwot"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Collect Warehouse Order Types</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP will issue one invoice that covers more than one warehouse order type. The order types are individually specified on the invoice.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.shnr"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Collect Shipments</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP issues one invoice that covers multiple shipments. The shipments are individually specified on the invoice.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.cfor"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Collect Freight Orders</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP issues one invoice that covers more than one freight order. The freight orders are individually specified on the invoice.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.invm"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Invoice Type</Title>
			</Header>
			<FuncDesc>The invoicing method determines how work for the project is invoiced.</FuncDesc>
			<AllowedValues><SectionTitle>Allowed values</SectionTitle>
				<Paragraph>See <Link href="/baanerp/tp/domains/pdm.invm" role="domain">Possible values</Link>
				</Paragraph>
			</AllowedValues>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.colp"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Collect Projects</Title>
			</Header>
			<FuncDesc>If this check box is selected, all projects carried out for one customer are collected on one invoice. This applies for all invoicing methods.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.agnt"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Collect</Title>
			</Header>
			<FuncDesc>Indicates whether notes must be printed with the invoices, and whether one invoice can cover more than one note.</FuncDesc>
			<SimpleSection><Paragraph>A note refers to the documents created in <GUIRef href="/baanerp/tp" role="package">Project</GUIRef> to accompany expenses that you can invoice to the customer. These notes are identified by a document number.</Paragraph>
			</SimpleSection>
			<AllowedValues><SectionTitle>Allowed values</SectionTitle>
				<Paragraph>If the <GUIRef href="/baanerp/tc/mcs/tcmcs0155s000#tcmcs055.invm" role="field">Invoice Type</GUIRef> field is <GUIRef href="/baanerp/tp/domains/pdm.invm#prime.cost" role="enum">Cost Plus</GUIRef>, you must select <GUIRef href="/baanerp/tp/domains/pdm.agnt#none" role="enum">No Collected Notes</GUIRef>.</Paragraph>
			</AllowedValues>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.prdd"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Print</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP prints for each invoice line the document (note) number and the date of the note that states the actual cost.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.agit"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Material</Title>
			</Header>
			<FuncDesc>This field indicates how cost plus transactions and extension transactions must be aggregated for subcontracting.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.agts"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Labor</Title>
			</Header>
			<FuncDesc>This field indicates how cost plus transactions and extension transactions must be aggregated for tasks.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.ageq"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Equipment</Title>
			</Header>
			<FuncDesc>This field indicates how cost plus transactions and extension transactions must be aggregated for equipment.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.agsb"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Subcontracting</Title>
			</Header>
			<FuncDesc>This field indicates how cost plus transactions and extension transactions must be aggregated for subcontracting.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.agic"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Sundry Costs</Title>
			</Header>
			<FuncDesc>This field indicates how cost plus transactions and extension transactions must be aggregated for miscellaneous costs.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.addw"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Additional Work on Invoice</Title>
			</Header>
			<FuncDesc>If this check box is selected, additional work is specified on the regular invoices for each installment.</FuncDesc>
			<SimpleSection><Paragraph>If this check box is cleared, additional work is specified on the invoice for the final installment.</Paragraph>
				<Paragraph>If you do not select the <GUIRef href="/baanerp/tc/mcs/tcmcs0155s000#tcmcs055.fins" role="field">Final Installment</GUIRef> check box, you must select this check box.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.roun"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Rounding on Installment</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP invoices the exact installment amount for nonfinal installments. Final installments are never rounded.</FuncDesc>
			<SimpleSection><Paragraph>If this check box is cleared,SSA ERP invoices the amount calculated for the progress specification.</Paragraph>
				<Paragraph>Use the <GUIRef href="/baanerp/tp/pin" role="module">Project Invoicing</GUIRef> module of <GUIRef href="/baanerp/tp" role="package">Project</GUIRef> to record the agreed installment amount.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.fins"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Final Installment</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP generates a final installment invoice. If this check box is cleared,SSA ERP will not generate a final installment.</FuncDesc>
			<SimpleSection><Paragraph>Variations in work are specified and accounted for on the final installment invoice.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.pfin"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Percentage Less Work to Settle</Title>
			</Header>
			<FuncDesc>If the project required less work than what was originally agreed, SSA ERP calculates the amount equivalent to the work reduction. SSA ERP then subtracts a percentage of that amount from the invoice.</FuncDesc>
			<SimpleSection><Paragraph>For example, if the value in the <GUIRef href="/baanerp/tc/mcs/tcmcs0155s000#tcmcs055.pfin" role="field">Percentage Less Work to Settle</GUIRef> is zero, the work reduction is ignored and the invoice amount is not corrected at all. If the percentage is 100, the invoice is only for work that is actually carried out.</Paragraph>
				<Paragraph>SSA ERP uses this percentage to calculate the amount with which the final installment is corrected. If the amount of work reduction exceeds the amount of additional work, SSA ERP corrects the final installment.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.agso"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Service Orders</Title>
			</Header>
			<FuncDesc>The information that is shown collectively on the service invoice. SSA ERP generates a separate invoice line for the information that is not aggregated.</FuncDesc>
			<SimpleSection><Paragraph>No aggregation is carried out. SSA ERP generates a separate invoice line for each order, activity, and cost type.</Paragraph>
			</SimpleSection>
			<SimpleSection><SectionTitle>Activity/Cost Type</SectionTitle>
			</SimpleSection>
			<SimpleSection><Paragraph>SSA ERP generates a separate invoice line for each cost type of an activity.</Paragraph>
			</SimpleSection>
			<SimpleSection><SectionTitle>Activity</SectionTitle>
			</SimpleSection>
			<SimpleSection><SectionTitle>None</SectionTitle>
			</SimpleSection>
			<SimpleSection><Paragraph>SSA ERP generates a separate invoice line for each activity.</Paragraph>
			</SimpleSection>
			<SimpleSection><SectionTitle>Cost Type</SectionTitle>
			</SimpleSection>
			<SimpleSection><Paragraph>SSA ERP generates a separate invoice line for each cost type of a service order.</Paragraph>
			</SimpleSection>
			<SimpleSection><SectionTitle>Order</SectionTitle>
			</SimpleSection>
			<SimpleSection><Paragraph>SSA ERP generates a separate invoice line for each service order.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.agmo"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Maintenance Sales Orders</Title>
			</Header>
			<FuncDesc>The information that is shown collectively on the maintenance invoice. SSA ERP generates a separate invoice line for the information that is not aggregated.</FuncDesc>
			<SimpleSection><SectionTitle>None</SectionTitle>
			</SimpleSection>
			<SimpleSection><Paragraph>No aggregation is carried out. SSA ERP generates a separate invoice line for each maintenance sales order, sales order line, and cost type.</Paragraph>
			</SimpleSection>
			<SimpleSection><SectionTitle>Line/Cost Type</SectionTitle>
			</SimpleSection>
			<SimpleSection><Paragraph>For each maintenance sales order line, SSA ERP generates a separate invoice line for all the costs of each cost type.</Paragraph>
			</SimpleSection>
			<SimpleSection><SectionTitle>Line</SectionTitle>
			</SimpleSection>
			<SimpleSection><Paragraph>For each maintenance sales order line, SSA ERP generates a separate invoice line for all the costs of all the cost types.</Paragraph>
			</SimpleSection>
			<SimpleSection><SectionTitle>Cost Type</SectionTitle>
			</SimpleSection>
			<SimpleSection><Paragraph>For each maintenance sales order, SSA ERP generates a separate invoice line for all the costs of each cost type.</Paragraph>
			</SimpleSection>
			<SimpleSection><SectionTitle>Order</SectionTitle>
			</SimpleSection>
			<SimpleSection><Paragraph>SSA ERP generates a separate invoice line for each maintenance sales order.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.csvo"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Collect Service Orders</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP generates one invoice that covers a range of service orders.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.ccts"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Service Types</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP generates one invoice that covers a range of service <Link href="/baanerp/ts/glossary/glossary#000328" role="glossary">coverage</Link> types.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.cscf"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Clusters</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP generates one invoice that covers a range of service configurations.</FuncDesc>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>To cover a range of service orders, you must select the <GUIRef href="/baanerp/tc/mcs/tcmcs0155s000#tcmcs055.csvo" role="formfield">Collect Service Orders</GUIRef> check box.</Paragraph>
			</Note>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.cmsl"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Collect Maintenance Sales Orders</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP generates one invoice that covers a range of maintenance sales orders.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.ctms"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Service Types</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP generates one invoice that covers a range of <Link href="/baanerp/ts/glossary/glossary#000328" role="glossary">coverage</Link> types.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.ccms"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Clusters</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP generates one invoice that covers a range of <Link href="/baanerp/ts/glossary/glossary#000306" role="glossary">clusters</Link>.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.csvc"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Collect Service Contracts</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP generates one invoice that covers a range of service contracts.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.csct"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Service Contract Types</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP generates one invoice that covers a range of service-contract types.</FuncDesc>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>To cover a range of service contracts, you must select the <GUIRef href="/baanerp/tc/mcs/tcmcs0155s000#tcmcs055.csvc" role="formfield">Collect Service Contracts</GUIRef> check box.</Paragraph>
			</Note>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.cscl"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Service Calls</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP generates one invoice that covers a range of service calls.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs055.cccl"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Clusters</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP generates one invoice that covers a range of service clusters.</FuncDesc>
		</FieldHelp>
	</Fields>
</Session>
