| # Generate Installments to be Invoiced (tppin4251m000) Use this session to select a range of installments to be invoiced. The project status must be Active or Finished and the installment cannot be closed. Planned invoice date and actual invoice date The following options must be considered when using the Set Invoicable field: Planned invoice date of installment:
                  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
finished activity If the triggering activity is 100% complete or if the triggering milestone is reached, you can invoice installments. The installment is linked to an activity, and the activity is set to 100% complete. The planned invoice date of the installment is required, and the Approved for Invoicing check box in the Installments (tppin4551m000) session is selected in situation a, b, and c. The installment is linked to a milestone, and the milestone is set to Final. The planned invoice date is required, and the Approved for Invoicing check box in the Installments (tppin4551m000) session is selected in situation a, b, and c. If the installment is not linked to an activity or milestone, this situation is not applicable. date If the planned invoice date is earlier than or the same as the actual invoice date, you can invoice installments. The installment is linked to an activity (percentage complete is not applicable). The actual start and finish dates of the linked activity are not used. The Approved for Invoicing check box in the Installments (tppin4551m000) 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. The installment is linked to a milestone, which must be set to Final. Otherwise, no data will be found. By setting the milestone to Final, you can create a fixed amount of time between the milestone and sending the invoice. (For example, three days after the milestone is reached, the invoice can be sent). The Approved for Invoicing check box in the Installments (tppin4551m000) 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. If the installment is not linked to an activity or milestone, the Approved for Invoicing check box in the Installments (tppin4551m000) 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. Related topics To use installment invoicing Selection Range Project The From and To fields define a range of: projects. Sold-to Bus. Partner The From and To fields define a range of: sold-to business partners. Installment No. The From and To fields define a range of: installments. Settings Set Invoicable Actual Invoice Date If the Planned Invoice Date field is earlier than the date and time of this field, the installment is set to invoiceable. Details... Starts the Project Selection (tppdm6800m000) session. Generate Generates the installments to be invoiced. |