Invoice Setup
General
Use the Invoice Setup page to set up how TMS creates invoices from revenue lines, for example whether invoice lines are combined and whether high volume invoicing is used. For the process, see Invoicing.
Functionality
Actions
| Action | Description |
|---|---|
| Initialize High Volume Invoicing | When the field: Enable High Volume Invoicing is set to: True, run this action once to update the existing revenue lines, so that they get an invoicing grouping ID. |
Fields
| Field | Description |
|---|---|
| Enable High Volume Invoicing | In version 25.17 a more effective structure to create invoices on high volumes of Orders and revenue lines has been introduced. If set to: True the action: Initialize must be performed |
| Combine Invoice Lines Internal Settlements | When creating invoices on internal Settlements the revenue lines will be grouped on Type, No, Unit of Measure Code, Unit Price, Line Discount%, Currency Code and Description |
| Combine Invoice Lines Purchase Invoices | When creating invoices on Purchase Invoices the revenue lines will be grouped on: Type, No, Dimension Set ID, Unit of Measure Code, Unit Price, Line Discount%, Customs Code, Currency Code and Description |
| Combine Invoice Lines Sales Invoices | When creating invoices on Sales Invoices the revenue lines will be grouped on: Type, No, Dimension Set ID, Unit of Measure Code, Unit Price, Line Discount%, Customs Code, Currency Code and Description |
| No Copy of Recordlinks to Sales Invoice | When turned on, the record links (attached files and links) of the document are not copied to the sales invoice. |
| No Copy of Information to Invoice information | When turned on, the additional information of the document is not copied to the invoice information. |
| No Copy of TMS Information to TMS Invoice information | When turned on, the TMS-specific information of the document is not copied to the TMS invoice information. |
Note
- When using the function: Combine Document Lines, there may be differences in the invoice amounts compared to the invoice amounts if not combine. This is caused by the rounding per line or rounding on the total of a combined line.
- When using the High Volume Invoicing functionality an Invoicing grouping ID will be determined on the status change of the document. On each revenue line to be invoiced will be determined if a new invoice has to be created or if the line can be added to an existing invoice. This is more effective and no longer a buffer will be used.