Create Voucher/Invoice

Explanation

This activity is used to distribute out the selected balances to one or several other companies with a multi-company voucher or instant invoice.

Prerequisites

In order to perform this activity, at least one multi-company allocation should exist in your company with status Calculated.

System Effects

As a result of this activity,

• If the Allocation Mode is Multi-Company Voucher, a multi-company voucher with function group CA is created in the source company and another multi-company voucher with function group D is created in the other company/companies.
• If the Allocation Mode is Instant Invoice one or several instant invoices are created.

Window

Multi-Company Allocation, Multi-Company Allocations

Related Window Descriptions

Multi-Company Allocation, Multi-Company Allocations, Create Voucher, Create Invoice

Procedure

To create a Multi-Company Voucher:

1. Open Multi-Company Allocation window and search for an allocation with allocation mode Multi-Company Voucher and status Calculated.
2. Select the allocation, right-click and select Create Voucher/Invoice to open the Create Voucher dialog box.
3. Enter Voucher Date, Period, User Group and Voucher Type. 
4. Click OK to save the information.

To create an Instant Invoice:

1. Open Multi-Company Allocation window and search for an allocation with allocation mode Instant Invoice and status Calculated.
2. Select the allocation, right-click and select Create Voucher/Invoice to open the Create Invoice dialog box.
3. Enter Invoice Date. 
4. Click OK to save the information.

To create multiple Multi-Company Vouchers:

1. Open Multi-Company Allocations window and search for the allocations belonging to one company with allocation mode Multi-Company Voucher and status Calculated.
2. Select an array of allocations, right-click and select Create Voucher/Invoice to open the Create Voucher dialog box.
3. Select either of the options, Period End Date or Given Voucher Date, enter User Group and Voucher Type.
   Note: If Period End Date is selected, last date of the until period of each allocation will be taken as the respective voucher date. If Given Date is selected, voucher date of all the vouchers created will be the date you enter in the given field.
4. Select Run in Background checkbox if necessary.
5. Click OK to save the information.

To create multiple Instant Invoices:

1. Open Multi-Company Allocations window and search for the allocations belonging to one company with allocation mode Instant Invoice and status Calculated.
2. Select an array of allocations, right-click and select Create Voucher/Invoice to open the Create Invoice dialog box.
3. Select either of the options, Period End Date or Given Voucher Date.
   Note: If Period End Date is selected, last date of the until period of each allocation will be taken as the respective invoice date. If Given Date is selected, invoice date of all the invoices created will be the date you enter in the given field.
4. Select Run in Background checkbox if necessary.
5. Click OK to save the information.