Description of Create Invoice

Fashions

The progress of the task is determined by the Task Mode. The mod has the following values:

(0) Initial Fee
- Used only in the Contract Activation Wizard
(1) Individual Invoice
- It is used everywhere except for the fee invoicing when the contract is activated
(2) Not used
(3) Not used
(4) Credit Memo
- Used everywhere except contract activation and contract transfer

The task mode is selected by the system, in some cases the user can select the Document Type (Individual Invoice or Credit Memo) and thus select the appropriate mode. The Entry Fee mode is used by the system only when invoicing the entry fee when activating the contract.

Area	Report	Mode	Process
Financing Contract	Yes	Individual Invoice or Credit Memo	The user manually selects the Document Type and enters the amount.
Insurance Company Payment Calendar	Yes	Individual Invoice or Credit Memo	The default amount in the dialog box is copied from the calendar row. If the line amount is positive, the system fills in Document Type = Individual Invoice and a positive amount; if the line amount is negative, the dialog window is filled in Document Type = Credit Memo and the amount is positive (the sign is rotated) The user can change the Document Type and the Amount
Insurance Contract Change Request Card	Yes	Individual Invoice or Credit Memo	The default amount in the dialog box is copied from the request card (the Fee Amount field). If the amount on the card is positive, the Individual Invoice type and Positive Amount are filled in the dialog box; if the amount on the card is negative, the Credit Memo type is filled in and the amount is positive (the sign is rotated) The user can change the Document Type and the Amount
Stop Service Wizard	Yes	Individual Invoice or Credit Memo	Before starting the report, the system sets the Individual Invoice or Credit Memo mode according to the sign of the amount in the Summary of Services Excl. VAT field (= +invoiced - drawn) This amount is always transferred to the report as positive. Depending on the detected Mode, the Individual Invoice or Credit Memo type is set in the report. The document type cannot be manually changed by the user.
Settlement	Yes	Individual Invoice or Credit Memo	The user manually selects the Document Type and enters the amount, the default amount in the report is 0 (it is not transferred from the FIV card)
Contract Activation	No	Entry Fee	The amount and mode are always filled in by the system. The amount is from the Financing Contract from the Initial Fee Excl. VAT field Note: it is not possible to issue a document for a negative fee, it is possible to create a negative calculation input, but it cannot be invoiced; Activation ends with an error message.
Transfer a contract to another customer	No	Individual Invoice	The mode is always Individual Invoice, the amount is from the wizard

Settings

In addition to the standard settings of the function, it also requires settings according to the Mode:

For Entry Fee
- OneCore Setup
  - Initial Fee Payment Terms
  - Entry Fee Standard Sales Code
- Contract Model
  - Ind. Invoice No. Series
  - VS Ind. Invoice Format (Contract No. or Document No.)
- Financing Contract
  - VAT Posting Group Interest
  - VAT Prod. Posting Group Payments upon delivery of goods - only if it is a financial leasing contract with delivery of goods ("without VAT")
For Individual Invoice
- Contract Model
  - Ind. Invoice No. Series
  - VS Ind. Invoice Format (Contract No. or Document No.)
- OneCore Setup (for contract transfer only)
  - Std. Sales Transfer Fee
  - Transfer Fee Payment Term
- Financing Contract
  - VAT Customer Posting Group for Ind. Invoices
For Credit Memo
- Contract Model
  - VS Ind. Invoice Format (Contract No. or Document No.)

Controls

The task checks:

Financing Contract
- Calculation Variant = No
Detailed Contract Status
- Allow creation of individual invoice = Yes

Next, it checks the settings mentioned above.

Create a sales document

If the task is run as a report, the result is a generated Sales Invoice or Sales Credit Memo. For the entry fee invoiced when the contract is activated, the result is a Posted Sales Invoice.

Sales Header – Filling in Important Fields

Abbreviations: Contract, Contract = Financing Contract

Report = Report dialog 4046850 API Create Invoice