A periodical invoice is one which is printed at specific intervals. It can be done for both normal invoices and/or merged invoices. You define the interval period for the customer in the Business partner file. The interval you define means that the invoice cannot be printed before the days have been reached, but can, however, be printed any time after the days specified.
Note: If you try to print an invoice and the days have not been reached, the order status will be set to 50. The order will be included in the invoicing when the days have been reached. The system checks the number of days passed against the date entered in the Invoice date field on the Invoice printout panel.
Example:
Invoice frequency = 10
Last invoicing date = 1/7
Today’s date = 5/7
If you invoice today and enter invoice date 15/7 in the Invoice date field on the Invoice printout panel, the orders will be included in the invoicing.
- Select the Print invoices menu item.
- Do not enter any order number in the Order number field. All sales orders ready for invoicing (meaning sales order line status = 45 or 50) and with Periodic inv set to YES on Order header, main info (in Work with sales orders) are printed if the number of days since last invoicing is greater than or equal to the invoicing frequency defined in the Invoice frequency field in the Customer file. If the number of days is less, these orders will be bypassed and the order status will be set to 50. If, however, the order type is defined with direct print of invoice, the system will print the invoice even if the number of days have not been reached.
Note: The value in the Periodic inv field on the Order header, main info panel is retrieved from the Business partner file, but can be changed.