Invoice Version fields overview
Depending on the kind of the method by which you are creating Invoices, the fields in the Invoice version might not be used. The decision on the fields to be used depends on how you initiated the Invoice creation process.
The following table indicates the usage of Invoice Version fields:
- Default: Established as a default when creating an invoice using the version.
- Filter: Used as a filter criterion when considering vouchers during the Invoice batch process.
- Control: Controls validation or other behavior.
Field |
Invoice Sources |
|
---|---|---|
|
Invoice Run Request |
Create Invoice |
Customers |
Filter |
Default * |
Exclude Customers |
Filter |
|
Use Customer as Source for... |
Filter |
|
Start Adjustment Days |
Filter |
|
Cut-Off Adjustment Days |
Filter |
|
Division |
Filter |
Default |
Logistics Group |
Filter |
Default |
Print Requested |
Control |
|
Invoice Type |
Default |
Default |
Invoice Adjustment Days |
Default |
|
Hold Invoice Upon Creation |
Control |
Control |
Invoice Date Source |
Default |
|
* This column is used as a default only if there is exactly one Customer ID specified and the Exclude Customers check box is not checked.
The User Profile allows two separate Invoice Versions to be defined for each user. The Invoice Version that will be used to control the invoice creation process will vary based on the source of the request:
Invoice Creation Source |
Invoice Version (from User Profile) |
---|---|
Invoice Run Request |
Ad Hoc Invoice Version |
Create Invoice |
Individual Invoice Version |
Notes: The Start Adjustment Days and Cut-off Adjustment Days used for selecting eligible vouchers for invoicing will be established based on:
- The Start Adjustment Days and Cut-off Adjustment Days from the Invoice Version, when Use Customer as Source for Cut-off Adjustment Days is not selected.
- The Start Adjustment Days and Cut-off Adjustment Days for Invoice Run from the corresponding Customer profile, when the Use Customer as Source for Cut-off Adjustment Days is selected.
See Also