<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/tp/pin/tppin4251m000" xml:lang="en">
   <Header>
      <Title>Generate Installments (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">Specific 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="contract.f" OtherIDs="contract.t">
            <Header>
               <Title>Contract</Title>
            </Header>
            <FuncDesc>The From and To fields define a range of: <Link href="/baanerp/tp/glossary/glossary#000386" role="glossary">Contracts</Link>.</FuncDesc>
            <Note>
               <SectionTitle>Note</SectionTitle>
               <Paragraph>The total contract amount can be split into installments
				with the corresponding amounts, based on the contract amount and the
				schedule.</Paragraph>
            </Note>
         </FieldHelp>
         <FieldHelp ID="contract.line.f" OtherIDs="contract.line.t">
            <Header>
               <Title>Contract Line</Title>
            </Header>
            <FuncDesc>The From and To fields define a range of: <Link href="/baanerp/tp/ctm/tpctm0120m000#tpctm020.cnln" role="formfield">Contract Line</Link>.</FuncDesc>
            <Note>
               <SectionTitle>Note</SectionTitle>
               <Paragraph>The project linked to the contract line, the top element
				and the default project cost account or work package defined for the project is
				used for the installment. The planned invoice date can be calculated based on
				the invoice date of the schedule and either the <GUIRef href="/baanerp/tp/domains/pin.stdt#contract.date" role="option">Contract Award Date</GUIRef> or a <GUIRef href="/baanerp/tp/domains/pin.stdt#ui.date" role="option">Specific Date</GUIRef>.</Paragraph>
               <Paragraph>Example A contract line amount is 10.000. Installment
				schedule is split into 35, 60 and 5 percent with the invoice day as 5, 30 and
				45. While generating installments the amounts will be 3.500, 6.000 and 500. The
				planned invoice date is calculated by taking the contract or the specific date
				and adding 5 days for the first, 30 for the second and 45 for the last
				installment.</Paragraph>
            </Note>
         </FieldHelp>
         <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 Business 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</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="generate.inst">
            <Header>
               <Title>New Installments from Schedule</Title>
            </Header>
            <FuncDesc>If this check box is selected, ERP Enterprise generates installments based on the schedule defined in the <GUIRef href="/baanerp/tc/mcs/tcmcs2140m000" role="session">Installment Schedules (tcmcs2140m000)</GUIRef> session.</FuncDesc>
            <Note>
               <SectionTitle>Note</SectionTitle>
               <Paragraph>The defined schedule is linked to the contract line and is
				used to generate installments.</Paragraph>
            </Note>
         </FieldHelp>
         <FieldHelp ID="start.date.method">
            <Header>
               <Title>Invoice Start Date</Title>
            </Header>
            <FuncDesc>The date when the installment invoicing starts.</FuncDesc>
            <AllowedValues>
               <SectionTitle>Allowed values</SectionTitle>
               <Paragraph>
                  <Link href="/baanerp/tp/domains/pin.stdt" role="domain">Invoice Start Date</Link>.</Paragraph>
            </AllowedValues>
         </FieldHelp>
         <FieldHelp ID="ui.date">
            <Header>
               <Title>Date</Title>
            </Header>
            <FuncDesc>The date you specify for the installment invoicing to
			 start.</FuncDesc>
            <Note>
               <SectionTitle>Note</SectionTitle>
               <Paragraph>This field is enabled only if the <GUIRef href="/baanerp/tp/pin/tppin4251m000#start.date.method" role="manual">Invoice Start Date</GUIRef> field is set to <GUIRef href="/baanerp/tp/domains/pin.stdt#ui.date" role="option">Specific Date</GUIRef>.</Paragraph>
            </Note>
         </FieldHelp>
         <FieldHelp ID="use.element.yn">
            <Header>
               <Title>Use Element</Title>
            </Header>
            <FuncDesc>If this check box is selected, you can use standard <Link href="/baanerp/tp/glossary/glossary#Element_tp" role="glossary">elements</Link> to generate installments for the
			 project.</FuncDesc>
            <Note>
               <SectionTitle>Note</SectionTitle>
               <Paragraph>This field is enabled only if the <GUIRef href="/baanerp/tp/pin/tppin4251m000#tppins4251.04" role="groupbox">New Installments from Schedule</GUIRef> checkbox is selected.</Paragraph>
            </Note>
         </FieldHelp>
         <FieldHelp ID="override.element">
            <Header>
               <Title>Element</Title>
            </Header>
            <FuncDesc>The code that identifies the standard <Link href="/baanerp/tp/glossary/glossary#Element_tp" role="glossary">element</Link> using which ERP Enterprise generates the
			 installments.</FuncDesc>
            <Note>
               <SectionTitle>Note</SectionTitle>
               <Paragraph>This field is enabled only if the <GUIRef href="/baanerp/tp/pin/tppin4251m000#tppins4251.04" role="groupbox">New Installments from Schedule</GUIRef> checkbox is selected.</Paragraph>
            </Note>
         </FieldHelp>
         <FieldHelp ID="ov.element.desc">
            <Header>
               <Title>Description</Title>
            </Header>
            <FuncDesc>The description or name of the code.</FuncDesc>
         </FieldHelp>
         <FieldHelp ID="use.activity.yn">
            <Header>
               <Title>Use Activity</Title>
            </Header>
            <FuncDesc>If this check box is selected, you can use standard <Link href="/baanerp/tp/glossary/glossary#000005" role="glossary">activities</Link> to generate installments for the
			 project.</FuncDesc>
            <Note>
               <SectionTitle>Note</SectionTitle>
               <Paragraph>This field is enabled only if the <GUIRef href="/baanerp/tp/pin/tppin4251m000#tppins4251.04" role="groupbox">New Installments from Schedule</GUIRef> checkbox is selected.</Paragraph>
            </Note>
         </FieldHelp>
         <FieldHelp ID="override.activity">
            <Header>
               <Title>Activity</Title>
            </Header>
            <FuncDesc>The code that identifies the standard <Link href="/baanerp/tp/glossary/glossary#000005" role="glossary">activity</Link> using which ERP Enterprise generates the
			 installments.</FuncDesc>
            <Note>
               <SectionTitle>Note</SectionTitle>
               <Paragraph>This field is enabled only if the <GUIRef href="/baanerp/tp/pin/tppin4251m000#tppins4251.04" role="groupbox">New Installments from Schedule</GUIRef> checkbox is selected.</Paragraph>
            </Note>
         </FieldHelp>
         <FieldHelp ID="ov.activity.desc">
            <Header>
               <Title>Description</Title>
            </Header>
            <FuncDesc>The description or name of the code.</FuncDesc>
         </FieldHelp>
         <FieldHelp ID="prnt.process,rprt">
            <Header>
               <Title>Process Report</Title>
            </Header>
            <FuncDesc>If this check box is selected, ERP Enterprise prints the process report.</FuncDesc>
         </FieldHelp>
         <FieldHelp ID="set.inst.billable">
            <Header>
               <Title>Set Installments billable on</Title>
            </Header>
            <FuncDesc>If this check box is selected, the installments within the specified range
			 are set to billable in the specified period.</FuncDesc>
         </FieldHelp>
         <FieldHelp ID="set.invoiceable">
            <Header>
               <Title>Set Billable on</Title>
            </Header>
            <FuncDesc>The
			 period
			 during which
			 the installments are set to billable.</FuncDesc>
            <AllowedValues>
               <SectionTitle>Allowed values</SectionTitle>
               <Paragraph>
                  <Link href="/baanerp/tp/domains/pin.invb" role="domain">Set Billable on</Link>.</Paragraph>
            </AllowedValues>
         </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>
            <Note>
               <SectionTitle>Note</SectionTitle>
               <Paragraph>This field is enabled only if the <Link href="/baanerp/tp/pin/tppin4251m000#set.invoiceable" role="formfield">Set Billable on</Link> field is set to <GUIRef href="/baanerp/tp/domains/pin.invb#date" role="option">Specific Date</GUIRef>.</Paragraph>
            </Note>
         </FieldHelp>
      </FieldGroup>
   </Fields>
   <FormCommands>
      <CommandHelp ID="tppdm6800m000">
         <Header>
            <Title>Project Selection</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>