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<ManualTopic ID="/baanerp/ci/onlinemanual/000005" xml:lang="en">
   <Header>
      <Title>Selecting order data for invoicing</Title>
      <Keyword type="header" order="d1e70125">
         <Level1>Billing request</Level1>
         <Level2>selections</Level2>
      </Keyword>
      <Keyword type="header" order="d1e70130">
         <Level1>Invoicing</Level1>
         <Level2>select order data</Level2>
      </Keyword>
   </Header>
   <GeneralSection ID="Select.order.data">
      <Paragraph>You must create a <Link href="/baanerp/ci/glossary/glossary#000001" role="glossary">billing request</Link> to create selections of invoicing data
		for which LN generates
		invoices.</Paragraph>
      <Paragraph>If you create a new billing request in the <GUIRef href="/baanerp/ci/sli/cisli2100m000" role="session">Billing Requests (cisli2100m000)</GUIRef> session, you must select a <Link href="/baanerp/ci/glossary/glossary#000002" role="glossary">billing request template</Link> for the billing request. The
		billing request template determines the types and number of invoice data lines
		you can select for the billing request.</Paragraph>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>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 <GUIRef href="/baanerp/ci/domains/sli.snos#several" role="option">Several</GUIRef>, 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.</Paragraph>
         <Paragraph>For example, to create only interest invoices, the billing
		  request template must have the value <GUIRef href="/baanerp/ci/domains/sli.snos#no" role="option">None</GUIRef> for
		  all other types of orders.</Paragraph>
      </Note>
      <Paragraph>If you compose the invoices for the data selected through the
		billing request, LN can
		either generate a separate invoice for each invoice data line or combine
		invoice data on the invoices.</Paragraph>
      <List>
         <ListIntro>Whether the invoice data is grouped on one invoice depends on
		  these criteria and parameters:</ListIntro>
         <ListItemHead>Transaction type and series</ListItemHead>
         <ListItem>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. <List>
               <ListItem>
                  <Paragraph>In the <GUIRef href="/baanerp/ci/sli/cisli0100m000" role="session">Sales Invoicing Parameters (cisli0100m000)</GUIRef> 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.</Paragraph>
                  <Paragraph>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. You must ensure that for all order
				  invoice transaction types, negative amounts are allowed.</Paragraph>
               </ListItem>
               <ListItem>If the billing request selection includes order invoices
				and related credit notes for return orders, 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 <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef>.</ListItem>
               <ListItem>In the <GUIRef href="/baanerp/ci/sli/cisli1120s000" role="session">Billing Request Addition (cisli1120s000)</GUIRef> 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 <Link href="#Overwrite.defaults" role="internal">Overwriting the transaction types and series</Link>
               </ListItem>
            </List>
         </ListItem>
         <ListItemHead>Composing criteria</ListItemHead>
         <ListItem>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 <Link href="/baanerp/ci/onlinemanual/000014" role="manual">Composing criteria</Link>.</ListItem>
         <ListItemHead>Invoicing method</ListItemHead>
         <ListItem>The <Link href="/baanerp/ci/glossary/glossary#000301" role="glossary">invoicing method</Link> defines whether various orders and kind
		  of orders can be grouped on one invoice. You define invoicing methods in the <GUIRef href="/baanerp/tc/mcs/tcmcs0155s000" role="session">Invoicing Methods (tcmcs0155s000)</GUIRef> session and link the methods to the business partner
		  in the <GUIRef href="/baanerp/tc/com/tccom4112s000" role="session">Invoice-to Business Partner (tccom4112s000)</GUIRef> session.</ListItem>
         <ListItemHead>Billing request template</ListItemHead>
         <ListItem>The <Link href="/baanerp/ci/glossary/glossary#000002" role="glossary">billing request template</Link> 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, LN applies
		  the most restricted grouping.</ListItem>
      </List>
   </GeneralSection>
   <GeneralSection ID="Overwrite.defaults">
      <SectionTitle>Overwriting the transaction types and series</SectionTitle>
      <Paragraph>If the billing request addition permits, you can enter a
		transaction type and series in the <GUIRef href="/baanerp/ci/sli/cisli2100m000" role="session">Billing Requests (cisli2100m000)</GUIRef> session that will be used to generate the invoice
		document numbers, instead of the transaction type and series defined in the <GUIRef href="/baanerp/ci/sli/cisli0100m000" role="session">Sales Invoicing Parameters (cisli0100m000)</GUIRef> session.</Paragraph>
      <List>
         <ListIntro>You can use this feature for two purposes:</ListIntro>
         <ListItem>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.</ListItem>
         <ListItem>If you create billing requests for a <Link href="/baanerp/ci/glossary/glossary#000300" role="glossary">billing request set</Link>, 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 <Link href="/baanerp/ci/onlinemanual/000010" role="manual">Job processing of invoices</Link>.</ListItem>
      </List>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Creating separate invoices for each kind of
		order</SectionTitle>
      <List>
         <ListIntro>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:</ListIntro>
         <ListItem>In the <GUIRef href="/baanerp/tc/mcs/tcmcs0155s000" role="session">Invoicing Methods (tcmcs0155s000)</GUIRef> session, create separate invoicing methods for each
		  type of order.</ListItem>
         <ListItem>In the <GUIRef href="/baanerp/ci/sli/cisli0100m000" role="session">Sales Invoicing Parameters (cisli0100m000)</GUIRef> session, enter different transaction types and/or
		  series for the various kind of orders.</ListItem>
         <ListItem>Create billing request templates that each select a single
		  invoicing data type.</ListItem>
      </List>
   </GeneralSection>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/ci/onlinemanual/000001" role="manual">The invoicing procedure</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>