Enter External Customer Invoice Parameters

Explanation

This activity is used to define a number of parameters that will control the loading of external customer invoices, which are usually created in a non-IFS system.

Prerequisites

In order to perform this activity:

• Basic data for Accounting Rules must be defined.
• General basic data for Customer Invoices must be defined. This includes defining invoice types, which is done in the Invoice Types for Customers window in IFS/Invoice.
• Parameters that control the load of external customer invoices must be defined.

System Effects

As a result of this activity, it is possible to load external customer invoices to IFS/Invoice.

Window

External Customer Invoice Parameters

Related Window Descriptions

External Customer Invoice Parameters

Procedure

To enter customer interface parameters:

1. Open the External Customer Invoice Parameters window and create a new record.
2. Enter an ID for the new load type in the Load Type field.
3. Enter the invoice type that should be used for transactions for which no invoice type is specified. The List of Values can be used to select an invoice type.
4. Select the Default check box if you want the load type to be the default load type which will be suggested in the load interface.
5. Select the Changeable check box if you want it to be possible to modify the loaded invoices.
6. Select the Deletable check box if you want it to be possible to delete loaded invoices.
7. Select the Check When Loaded check box if you want the invoices to be automatically validated directly after they are loaded. (Note: This check box should be selected if you want to select the Create When Checked check box.)
8. Select the Create When Checked check box if you want the invoices to be automatically created in the system directly after they are checked.
9. Select the Allow Partial Create check box if you want the invoices to be created in the system even if they were found to be having errors during the checking step.
10. Select the Mandatory Due Date check box if the invoices to be included in the load should have a due date specified.
11. Select the Enforce Project Unique Billing check box if you want project specific invoices to be created.
12. Select the Use Code String Completion check box if you want the code part values of the invoices to be fetched when they are checked.
13. Select the Do Not Recalculate Accounting Currency Amounts if you do not want the accounting currency amounts of invoices to be recalculated when the invoices are checked or created.
14. Select the Automatic Posting Irrespective of Company Settings check box if you want the invoices to be posted when they are created even if Create Posting at Invoice Entry check box is not selected under posting parameters in the Invoice/General tab of the Company window.
    Note: If the Create Posting at Invoice Entry is selected, selecting  the Automatic Posting Irrespective of Company Settings check box will be of no use.
15. Save the information.