Create Collective Voucher
Explanation
The Create Collective Voucher activity is used to
create
collective voucher of invoices ready to be posted as a group. To be able to use this
activity, the customer must belong to a customer group which has the property "Use
Collective Voucher" selected when the invoice was created. When a collective voucher has
been created, this can be viewed in the Query Customer Invoice Postings window.
Prerequisites
The customer must belong to a customer group with property "Use Collective
Voucher" selected in the Customer Group window, and the invoices must be printed, but not
yet posted.
System Effects
As a result of this entry, the invoices are given their final identity and a voucher is
created and transferred to the hold table in IFS/Accounting Rules.
Window
Create
Collective Vouchers
Related Window Descriptions
Create Collective Vouchers
Create Collective Voucher dialog
box
Batch Job Scheduling
Procedure
To Create Collective Voucher:
- Open the
Create Collective Vouchers window and Populate or Query for the actual
invoices.
- If you want to create a collective voucher immediately, highlight
the invoices that you want to have in the collective voucher, right click
and click on the Create Collective Voucher
option to open the
Create Collective Voucher dialog.
- If you want the Create Collective Voucher process to be handled online
click Ok.
- If you want the Create Collective Voucher process to be repeated on
certain days, or if you want to schedule it for a specific time, click
Schedule. The
Scheduled Task
Assistant
will open.
- Specify whether you want the Create Collective Voucher process to be
repeated daily, weekly or monthly by selecting the appropriate radio button.
If you want to schedule it for a specific day and time, select the
Scheduled radio button or if you want to specify a time interval, select
the Interval radio button, or if you want to use a custom expression
for scheduling, select the Custom radio button. Click Next to
continue.
- If you choose Daily, specify the time in which the process should
be repeated daily. If you choose Weekly, specify the time and the
days in the week. If you choose Month, specify the time and the day
of the month. If you choose Scheduled, specify the Start Time and the
Start Date of the schedule. If you choose Interval, specify
the length of the interval in Hours and Minutes. If you choose
Custom, specify the expression you want to use in the schedule.
Click Next to continue.
- Define a parameter by entering a value for a selected parameter. Click Next
to continue.
- Click Finish.