Sales Invoice
To Create a Periodical Invoice
On the Freight Forwarding Order Processor Role, choose the Start Sales Invoice Run task to create the Periodical Sales Invoice.
Apply the relevant filters and options to create the Sales invoice(s).
Note
- If a Shipment will be invoiced is managed by the status of the Document. Only when the Include Invoice Run is enabled in the Status template, the Shipment will be invoiced during the Sales invoice run.
Invoice Currency
The Invoice Currency can be either the Currency as specified on the Revenue line, the Local Currency specified on the General Ledger Setup card or the Currency as specified on the Customer card.
Note
If the Invoice Currency is different from the Currency on the Revenue Line, the system will use the Currency Factor to calculate the Line Amount on the Sales invoice. Learn more about how to manage the Currency Exchange Rate in the forwarding module.
Invoice Grouping
The system will generate an invoice per Sell-to customer and per Invoice Currency Code. The Invoice Type Code filed on the Revenue Line can be used to add additional grouping.
Tip
You can set up the default Invoice Type Code field on the Agreement Detail Line.
Sales invoice workflow
Create forwarding invoices from eligible revenue lines with Create Forwarding Invoices / Create Forwarding Sales Invoices. The run lets you choose the invoice-up-to date, posting date and document date. Check the resulting invoice before posting it.
Configure services with the correct posting groups and ensure that the document status permits inclusion in the invoice run. Invoice rules can determine when lines become eligible; see Automatic Billing / Invoice Rules.
To prepare central invoicing through revenue-line statuses, see Create or cancel invoicing entries and Automatically change revenue lines to Invoice Ready.
Compact invoicing
Compact invoicing reduces the number of printed invoice lines by grouping the underlying transport revenue information according to the invoice grouping setup. The operational charges remain the source of the invoice, while the customer receives a more compact presentation.
Review the applicable invoice grouping criteria and invoice information before using this presentation. Test with several charges that should be grouped and charges that must remain separate, and compare the invoice total and supporting specification with the source lines.
To apply Document Reporting sales-line grouping to outbound posted invoice and credit memo XML, see Group sales lines in posted invoice messages. This uses the GROUPLINES and GROUPREPORTID message parameters and does not change the posted financial lines.
Invoicing Journal and Credit Invoicing
The Invoicing Journal provides a review stage for entries collected from source documents. Choose a batch, use Collect Entries, review the source and line information, and run Check for Errors before posting the journal.
Forwarding also supports credit invoicing to reverse charges through the invoicing process. Keep the connection to the original invoiced revenue when correcting a charge, rather than deleting or editing the posted invoice. Review the resulting credit and the remaining invoice eligibility before billing again.
Configure the journal batch and invoicing workflow for the applicable FMS sources. Posting the journal and posting a financial invoice are separate stages; verify both in your configured process.
See also
To Create a Sales invoice from a Shipment
How to set up the Invoice Currency Source
Manage Status Templates
Manage the Currency Exchange Rate