| # Sales schedules and Central Invoicing If the items that are ordered with the sales schedule line are (partially) delivered, you can invoice the delivered goods. To be able to send the invoice, you must release the sales schedule to Central Invoicing in the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session. Actual deliveries, invoice lines, and invoice corrections To be able to invoice (partial) shipments, ERP LN files actual deliveries in the Sales Schedule Actual Delivery Lines (tdsls3140m000) and Sales Schedule Actual Delivery Lines (tdsls3140m100) sessions. You can use the Sales Schedule Invoice Lines (tdsls3140m200) to invoice and correct delivered quantities. Note Actual delivery lines can also be considered as invoice lines. Actual delivery In the Sales Schedule Actual Delivery Lines (tdsls3140m000) and Sales Schedule Actual Delivery Lines (tdsls3140m100) sessions, ERP LN files all deliveries that take place for a sales schedule line or planned warehouse order. When a sales schedule line's or planned warehouse order's ordered quantity is (partially) delivered, ERP LN creates an actual delivery line with the Goods Delivered status for the delivered quantity. Invoicing of delivered items takes place based on the actual delivery details that are specified in these sessions. This setup enables you to invoice partial deliveries as well. An actual delivery line goes through the following statuses: Goods Delivered Released to Invoicing Invoiced Processed Invoice correction You can use the Sales Schedule Invoice Lines (tdsls3140m200) session to correct delivered quantities. These corrections take place for financial, not logistic reasons. If, for example, shipped items are lost during shipment and you do not want to invoice your business partner for these lost items, you can reduce the delivered quantity. To do so, select an invoice line and, from the Specific menu, choose Enter Invoice Correction. As a result, you can specify the Correction Quantity in the details session. The Shipment Type is set to Correction for the correction record. You can create invoice corrections for sales schedule lines with a status other than Processed. An invoice correction record goes through the following statuses: Created Released to Invoicing Invoiced Processed Note You must confirm an invoice correction record with the Created status before it can be released to Central Invoicing. To confirm the invoice correction record, from the Specific menu of the Sales Schedule Invoice Lines (tdsls3140m200) session, choose Confirm Invoice Correction. If you confirm a correction record, ERP LN: Creates a financial transaction of the Shipment Variance type in the Integration Transactions (tfgld4582m000) session. Decreases the business partner's open balance with the correction amount. Updates the sales contract data, if a sales contract is linked. Inserts a record in the sales schedule history. Does not update the shipped CUMs, because the shipment correction is only executed for financial reasons and not logistic. To release invoice lines and invoice corrections to Central Invoicing To release invoice lines and invoice corrections to Central Invoicing, from the Specific menu of the Sales Schedule Invoice Lines (tdsls3140m200) session, choose Release Sales Orders/Schedules to Invoicing. As a result, the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session is started. The following data in the following order is released to Central Invoicing: Invoice lines with the Goods Delivered status. Confirmed correction records with the Created status. Note Releasing of invoice lines and then correction records is performed in sequence of sequence number (sequence of creation). If you release a sales schedule/planned warehouse order to Central Invoicing, the status of the actual delivery line, invoice line, and correction record is changed to Released to Invoicing. If a sales schedule is released to Central Invoicing, ERP LN determines the Delivered Amount as follows: Invoice line Delivered Quantity/ Ordered Quantity * Net Amount Correction record Correction Quantity/ Delivered Quantity of the invoice line * Delivered Amount of the invoice line. Note ERP LN retrieves the Ordered Quantity and Net Amount from the Sales Schedule Lines (tdsls3107m000) session. If all invoice lines and correction records for a sales schedule line have the Released to Invoicing status, the sales schedule line's status also becomes Released to Invoicing. To create and post invoices in Central Invoicing The creation and posting of the invoices for sales schedules takes place in the Sales and Warehouse Invoice Data (cisli2540m000) session in Central Invoicing. Note ERP LN creates a credit invoice (line) for invoice correction records. When an invoice is sent for the sales schedule line's invoice line or correction record: The invoice lines or correction records receive the Invoiced status and the Invoice Number and Invoice Date fields are filled in the Sales Schedule Actual Delivery Lines (tdsls3140m000), Sales Schedule Actual Delivery Lines (tdsls3140m100), and Sales Schedule Invoice Lines (tdsls3140m200) sessions. ERP LN updates the total invoiced quantity for the sales schedule in the Invoiced CUM (tdsls3533m000) session and the Sales Schedules (tdsls3111m000) session. ERP LN updates the Sales Schedule Lines (tdsls3107m000) session with the invoice data. If all invoice lines and correction records for a sales schedule line/planned warehouse order have the Invoiced status, the status of the sales schedule line/planned warehouse order also becomes Invoiced. Related topics To process/delete sales schedules Sales schedule procedure Planned warehouse orders |