<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/tp/pin/tppin4251m000" xml:lang="en">
   <Header>
      <Title>Generate Installments to be Invoiced (tppin4251m000)</Title>
   </Header>
   <HelpTopic>
      <AimSection>
         <Paragraph> Use this session to select a range of installments to be invoiced.</Paragraph>
         <Paragraph>The project status must be <GUIRef href="/baanerp/tp/domains/pdm.psts#construction" role="option">Active</GUIRef> or <GUIRef href="/baanerp/tp/domains/pdm.psts#finished" role="option">Finished</GUIRef> and the
		  installment cannot be closed.</Paragraph>
      </AimSection>
      <GeneralSection>
         <SectionTitle>Planned invoice date and actual invoice date</SectionTitle>
         <Paragraph>The following options must be considered when
		  using the <GUIRef href="/baanerp/tp/pin/tppin4251m000#set.invoiceable" role="manual">Set Invoicable</GUIRef> field:</Paragraph>
         <Paragraph>Planned invoice date of
		  installment:</Paragraph>
         <Formula space-and-orientation="indented-estimated">
            <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>
         </Formula>
         <List>
            <ListTitle> 
               <GUIRef href="/baanerp/tp/domains/pin.invb#finish.activ" role="option">finished activity</GUIRef>
            </ListTitle>
            <ListIntro>If the triggering activity is 100% complete or if the
			 triggering milestone is reached, you can invoice installments.</ListIntro>
            <ListItem>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 <GUIRef href="/baanerp/tp/pin/tppin4551m000#tppin020.invo" role="manual">Approved for Invoicing</GUIRef> check box in the <GUIRef href="/baanerp/tp/pin/tppin4551m000" role="session">Installments (tppin4551m000)</GUIRef> session is selected in situation a, b, and c.</ListItem>
            <ListItem>The installment is linked to a milestone, and the milestone
			 is set to <GUIRef href="/baanerp/tp/domains/ptc.stat#definite" role="option">Final</GUIRef>. The planned invoice date is required, and the <GUIRef href="/baanerp/tp/pin/tppin4551m000#tppin020.invo" role="manual">Approved for Invoicing</GUIRef> check box 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 <Emphasis>not</Emphasis> linked to an
			 activity or milestone, this situation is not applicable.</ListItem>
         </List>
         <List>
            <ListTitle> 
               <GUIRef href="/baanerp/tp/domains/pin.invb#date" role="option">date</GUIRef>
            </ListTitle>
            <ListIntro>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 an activity (percentage complete
			 is not applicable). The actual start and finish dates of the linked activity
			 are not used. The <GUIRef href="/baanerp/tp/pin/tppin4551m000#tppin020.invo" role="manual">Approved for Invoicing</GUIRef> check box 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 a milestone, which must be set
			 to <GUIRef href="/baanerp/tp/domains/ptc.stat#definite" role="option">Final</GUIRef>. Otherwise, no data will be found. By setting the
			 milestone to <GUIRef href="/baanerp/tp/domains/ptc.stat#definite" role="option">Final</GUIRef>, 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 <GUIRef href="/baanerp/tp/pin/tppin4551m000#tppin020.invo" role="manual">Approved for Invoicing</GUIRef> check box 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 <Emphasis>not</Emphasis> linked to an
			 activity or milestone, the <GUIRef href="/baanerp/tp/pin/tppin4551m000#tppin020.invo" role="manual">Approved for Invoicing</GUIRef> check box 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>
         </List>
      </GeneralSection>
      <RelatedTopics>
         <SectionTitle> Related topics</SectionTitle>
         <RelTopic>
            <Link href="/baanerp/tp/onlinemanual/000048" role="manual">To use installment invoicing</Link>
         </RelTopic>
      </RelatedTopics>
   </HelpTopic>
   <Fields>
      <FieldGroup>
         <Title> Selection Range</Title>
         <FieldHelp ID="cprj.f" OtherIDs="cprj.t">
            <Header>
               <Title>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" OtherIDs="ofbp.t">
            <Header>
               <Title>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" OtherIDs="nins.t">
            <Header>
               <Title>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>
      </FieldGroup>
      <FieldGroup>
         <Title> Settings</Title>
         <FieldHelp ID="set.invoiceable">
            <Header>
               <Title>Set Invoicable</Title>
            </Header>
            <FuncDesc/>
            <SimpleSection>
               <List>
                  <ListIntro>The condition that must apply to set an installment to
				  invoiceable:</ListIntro>
                  <ListItemHead> 
                     <GUIRef href="/baanerp/tp/domains/pin.invb#finish.activ" role="option">finished activity</GUIRef>
                  </ListItemHead>
                  <ListItem>If the triggering activity is 100% complete or if the
				  triggering milestone is reached, you can invoice installments.</ListItem>
                  <ListItemHead> 
                     <GUIRef href="/baanerp/tp/domains/pin.invb#date" role="option">date</GUIRef>
                  </ListItemHead>
                  <ListItem>If the planned invoice date is earlier than or the same
				  as the actual invoice date, you can invoice installments.</ListItem>
               </List>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="actual.inv.date">
            <Header>
               <Title>Actual Invoice Date</Title>
            </Header>
            <FuncDesc>If the <Link href="/baanerp/tp/pin/tppin4151s000#tppin020.sidt" role="formfield">Planned Invoice Date</Link> field is earlier than the date and
			 time of this field, the installment is set to invoiceable.</FuncDesc>
         </FieldHelp>
      </FieldGroup>
   </Fields>
   <FormCommands>
      <CommandHelp ID="tppdm6800m000">
         <Header>
            <Title>Details...</Title>
         </Header>
         <FuncDesc>Starts the <Link href="/baanerp/tp/pdm/tppdm6800m000" role="session">Project Selection (tppdm6800m000)</Link> session.</FuncDesc>
      </CommandHelp>
      <CommandHelp ID="exec.cont.process">
         <Header>
            <Title>Generate</Title>
         </Header>
         <FuncDesc>Generates the installments to be invoiced.</FuncDesc>
      </CommandHelp>
   </FormCommands>
</Session>