| To select order data for invoicing |  |
| You must create a billing request to create selections of invoicing data for which ERP LN generates invoices. If you create a new billing request in the Billing Requests (cisli2100m000) session, you must select a billing request template for the billing request. The billing request template determines the types and number of invoice data lines you can select for the billing request. Note 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 Several, 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. For example, to create only interest invoices, the billing request template must have the value None for all other types of orders. If you compose the invoices for the data selected through the billing request, ERP LN can either generate a separate invoice for each invoice data line or combine invoice data on the invoices. Whether the invoice data is grouped on one invoice depends on the following criteria and parameters: The transaction type and series 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. In the SLI Parameters (cisli1500m000) 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. To compose the invoice for a sales order and the credit note for a return order on a single invoice, the credit note and the order invoice must have the same transaction type. To achieve this, in the SLI Parameters (cisli1500m000) session, you can select the Use Order Transaction Type for Credit Note check box. You must ensure that for all order invoice transaction types, negative amounts are allowed. If the billing request selection includes order invoices and related credit notes for return orders, ERP LN first settles the order invoices with the credit notes and generates a sales invoice for the remaining amount. The operational company, the invoice transaction type and the invoice number of the order invoice must be available in Central Invoicing. In the Billing Request Addition (cisli1120s000) 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 To overwrite the transaction types and series The composing criteria 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 The composing criteria. The invoicing method The invoicing method defines whether various orders and kind of orders can be grouped on one invoice. You define invoicing methods in the Invoicing Methods (tcmcs0155s000) session and link the methods to the business partner in the Invoice-to Business Partners (tccom4112s000) session. The billing request template The billing request template 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, ERP LN applies the most restricted grouping. To overwrite the transaction types and series If the billing request addition permits, you can enter a transaction type and series in the Billing Requests (cisli2100m000) session that will be used to generate the invoice document numbers, instead of the transaction type and series defined in the SLI Parameters (cisli1500m000) session. You can use this feature for two purposes: 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. If you create billing requests for a billing request set, 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 Job processing of invoices. To create separate invoices for each kind of order 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: In the Invoicing Methods (tcmcs0155s000) session, create separate invoicing methods for each type of order. In the SLI Parameters (cisli1500m000) session, enter different transaction types and/or series for the various kind of orders. Create billing request templates that each select a single invoicing data type. Related topics The invoicing procedure |