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:

  1. Open the Create Collective Vouchers window and Populate or Query for the actual invoices.
  2. 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.
  3. If you want the Create Collective Voucher process to be handled online click Ok.
  4. 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.
  5. 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.
  6. 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.
  7. Define a parameter by entering a value for a selected parameter. Click Next to continue.
  8. Click Finish.