Definition

EndDefinition

You can use a specific wizard to book invoices in accounting based on supplier invoices.

Notes

• Only scheduled periods are displayed.
• Several periods can be associated with a given invoice if they are related to the contracts for a given supplier.
• Common expenses can be added from the Common Expenses Catalog or via manual data entry.
• Each invoiced item is broken down by analytical cost allocation.

Caution

• A new invoice is created even if the reference corresponds to an existing supplier invoice.
• You must add credit notes as common expenses by entering a negative amount.

Characteristics specific to versions 2016 and earlier

• Menu access: Transition or Strategy > Invoices > Contract Periods

Menu Access

Financial Management > Invoices > Contract Periods

Procedure and Wizards

How to create an invoice for scheduled period payments

Step 1: Selecting the periods for a supplier.

1. Select Financial Management > Invoices > Contract Periods in the menu. 

2. Select the contract periods for a given supplier.
         

3. Run the New Invoice on Payment Schedule wizard.
 

Step 2: Specifying the periods to invoice.

1. Specify the information of each invoice row.
         

2. (optional) Add common expenses.

• You can click Catalog Reference to add common expenses from the catalog.
• Or you can click Simple Data Entry to add them manually.

3. (optional) Add credit notes.

• Add a row for common expenses via Simple Data Entry.
• Enter a negative amount.
• Repeat these actions for all credit notes to be added.
   

Step 3: Specifying the invoice header.

1. Click Next.

2. Complete the information of the invoice. 

3. Click Finish.

Wizards

Update
New Invoice on Payment Schedule
Delete