<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/tp/pin/tppin4251m000" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Generate Installments to be Invoiced (tppin4251m000)</Title>
	</Header>
	<HelpTopic><AimSection><Paragraph>Use this session to select a range of installments to be invoiced. The project status must be <GUIRef href="/baanerp/tp/domains/pdm.psts#construction" role="enum">Active</GUIRef> or <GUIRef href="/baanerp/tp/domains/pdm.psts#finished" role="enum">Finished</GUIRef> and the installment cannot be closed.</Paragraph>
		</AimSection>
		<GeneralSection><Paragraph>The following options must be considered when using the Set Invoicable field: Planned invoice date of installment:</Paragraph>
			<Paragraph>11/09 13/09 18/09 |_______________|___|____|_____|__________________| | a | b | c | | 14/09 | 12/09 actual invoice date | actual date milestone 01/09 actual start date/ finish date activity</Paragraph>
			<ProcedureList><ListItem>Finished Activity If the triggering activity is 100% complete or if the triggering milestone is reached, you can invoice installments.</ListItem>
				<ListItem>The installment is linked to the activity and the activity is set to 100% complete. The planned invoice date of the installment is not taken into account, then the To be Invoiced field in the <GUIRef href="/baanerp/tp/pin/tppin4551m000" role="session">Installments (tppin4551m000)</GUIRef> session is selected in situation a, b, and c.</ListItem>
				<ListItem>Installment is linked to a milestone and the milestone is set to Reached. The planned invoice date is not used, then the To be Invoiced field in the <GUIRef href="/baanerp/tp/pin/tppin4551m000" role="session">Installments (tppin4551m000)</GUIRef> session is selected in situation a, b and c.</ListItem>
				<ListItem>If the installment is not linked to the activity or the milestone, this situation is not applicable.</ListItem>
			</ProcedureList>
			<List><ListIntro>Date If the planned invoice date is earlier than or the same as the actual invoice date, you can invoice installments.</ListIntro>
				<ListItem>The installment is linked to the activity (percentage complete is not applicable). The actual start and finish date of the linked activity is not used, the To be Invoiced field in the <GUIRef href="/baanerp/tp/pin/tppin4551m000" role="session">Installments (tppin4551m000)</GUIRef> session is selected in situation a and b. Because the planned invoice date of c is after the actual invoice date, c is not used.</ListItem>
				<ListItem>The installment is linked to the milestone and the milestone MUST be set to Reached. If the milestone is not set to reached, no data will be found. The milestone must be set to reached, especially for situation c. This way, you can create a fixed amount of time between the milestone and sending the invoice. (for example, 3 days after the milestone is reached, the invoice can be sent). The To be Invoiced field in the <GUIRef href="/baanerp/tp/pin/tppin4551m000" role="session">Installments (tppin4551m000)</GUIRef> session is selected in situation a and b. Because the planned invoice date of c is later than the actual invoice date, c is not used.</ListItem>
				<ListItem>If the installment is not linked to the activity or the milestone, the To be Invoiced field in the <GUIRef href="/baanerp/tp/pin/tppin4551m000" role="session">Installments (tppin4551m000)</GUIRef> session will be selected in situation a</ListItem>
			</List>
			<Paragraph>and b. Because the planned invoice date of c is after the actual invoice date, c is not used.</Paragraph>
		</GeneralSection>
		<RelatedTopics><SectionTitle>Related topics</SectionTitle>
			<RelTopic><Link href="/baanerp/tp/onlinemanual/000048" role="manual">To use installment invoicing</Link>
			</RelTopic>
		</RelatedTopics>
	</HelpTopic>
	<Fields><FieldHelp ID="cprj.f"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Project</Title>
			</Header>
			<FuncDesc>The From and To fields define a range of: <Link href="/baanerp/tp/glossary/glossary#000063" role="glossary">projects</Link>.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="cprj.t"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Project</Title>
			</Header>
			<FuncDesc>The From and To fields define a range of: <Link href="/baanerp/tp/glossary/glossary#000063" role="glossary">projects</Link>.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="ofbp.f"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Sold-to Bus. Partner</Title>
			</Header>
			<FuncDesc>The From and To fields define a range of: <Link href="/baanerp/tc/glossary/glossary#SoldtoBusine.tc" role="glossary">sold-to business partners</Link>.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="ofbp.t"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Sold-to Bus. Partner</Title>
			</Header>
			<FuncDesc>The From and To fields define a range of: <Link href="/baanerp/tc/glossary/glossary#SoldtoBusine.tc" role="glossary">sold-to business partners</Link>.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="nins.f"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Installment No.</Title>
			</Header>
			<FuncDesc>The From and To fields define a range of: <Link href="/baanerp/tp/glossary/glossary#000089" role="glossary">installments</Link>.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="nins.t"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Installment No.</Title>
			</Header>
			<FuncDesc>The From and To fields define a range of: <Link href="/baanerp/tp/glossary/glossary#000089" role="glossary">installments</Link>.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="set.invoiceable"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Set Invoicable</Title>
			</Header>
			<FuncDesc>The condition that must apply to set an installment to invoicable.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="actual.inv.date"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Actual Invoice Date</Title>
			</Header>
			<FuncDesc>If the <Link href="/baanerp/tp/pin/tppin4151s000#tppin020.sidt" role="fieldhelp">Planned Invoice Date</Link> field is earlier than the date and time of this field, the installment is set to invoicable.</FuncDesc>
		</FieldHelp>
	</Fields>
	<FormCommands><CommandHelp ID="exec.cont.process"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Generate</Title>
			</Header>
			<FuncDesc>Generates the installments to be invoiced.</FuncDesc>
		</CommandHelp>
	</FormCommands>
</Session>
