These are contracts with Financing Type = Instalment Sale. Invoicing on these contracts includes:
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The specific settings for installment sales are described in the documents:
Product Management Produktový management
Contract Model
Contract Template
Nastavení Finance Setup
OneCore Posting Setup
settings for Table Type = Contract Header
setting for Table Type = Payment
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Invoice for the total selling price of the installment sale. This invoice serves as a tax document. It cannot be generated manually, but is created and posted automatically by the system when the contract is activated. The basis for invoicing is the data on the Financing Contract on the Instalment Sale tab and is generated during the contract calculation. The Instalment Sale tab is described in Contract Without Services Smlouva bez služeb.
Note: If an installment sales contract contains insurance, it is not included in the invoicing and the subsequently generated invoice does not include insurance.
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Activation Sales Price Invoicing
The invoicing process includes steps:
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The number of the posted sales invoice is written to the contract in the Document No. (IS) field. In Document Date (SP) writes the Working Date. The Posting Date (IS) may be changed during invoicing if it is posted to a closed accounting period. In this case, the Posting Date (IS) on the contract header is updated. At the same time (according to the Sales and Receivables Setup, if Default VAT Date = Posting Date) the VAT Date is also changed, which is written retrospectively on the contract header as VAT Date (IS). Next, it marks Posted (SP) = Yes, and the background field is Canceled (SP) = No
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Cancellation of the
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Instalment Sales Price
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It is not possible to cancel an invoice for the sale price of an installment sale on the header of the contract. Adding the cancellation function to a contract can be added as a customer adjustment.
If necessary, it is possible to use the standard BC functions to create a credit note, but in this case the header of the Financing Agreement will not be updated.
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Instalment Sale Instalment
Payment invoicing
Instalment instalments are accounted for in the same way as for contracts without services, i.e. individually from the payment calendar by the Post button or by the Post Financing Instalments batch task (without services).
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If insurance is arranged for an installment sales contract, it can be included in the payments or invoiced separately (see document https://iao.atlassian.net/wiki/x/t4ZsB Insurance Contract for Changes and žádosti_OC_BC_CZ).
Insurance invoiced separately
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