How to setup Scheduled Invoice Generation function

By | December 30, 2021
0 Comment

Scheduled invoice generation is function to automatically mass generate the invoices from orders for a given site, when the invoicing process is based on a invoicing schedule. The orders are from the Normal category and meet the following criteria:

  • They apply to sold and non-deliverable products of the Generic or Service category.
  • For Project management: The scheduled invoices are subject to progress billing and related to projects with the status: Launched.
  • For milestone billing: The next invoice date and milestone of the scheduled invoices have been reached (budget closed/delivered or task closed).
  • For billing with no milestone: The next invoice date of the scheduled invoices has been reached.
  • They are fully signed or automatically signed when the signature circuit is managed (APPSOH – Order signature management parameter) and these orders comply with the defined signature rules.

        The generated invoices can be viewed using the Invoices function. You can validate them one by one using this function or in bulk using the Invoice validation function. The standard batch task FUNAUTISCH is provided for this mask invoice generation purpose.

  • Scheduled invoices until (field DEMDLVDAT)

                We can limit the scheduled invoice selection only to scheduled invoices with a next invoice date prior or equal to the specified date. By default, this date is initialized to the current date.

For example:

        Invoice date: 12/10/2021

        Scheduled invoices until: 12/15/2021

  • The scheduled invoices whose next due date is 05/08/2019 is considered by the script.
  • The scheduled invoices whose next due date is 05/12/2019 is not considered by the script.
  • Invoice grouping options (field IMESVIC)

                We can specify how scheduled invoices must be grouped when generating invoices:

  1. Invoice by invoice date – All scheduled invoices where the next invoice date is the same are grouped on a single invoice.
  2. Invoice by order – All scheduled invoices linked to the same order and where the next invoice date is prior to the invoice date are grouped on a single invoice.
  3. Invoice by customer – All scheduled invoices of all orders processed for the same bill-to customer and where the next invoice date is prior to the invoice date are grouped on a single invoice.
  4. Invoice by project – All scheduled invoices linked to the same project code where the next invoice date is prior to the invoice date are grouped on a single invoice.

This blog helps you to setup scheduled invoice generation task.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.