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Learn Infor LN 10.2.1 Invoicing

Learn Infor LN 10.2.1 Invoicing. Ramamurthy Mahesh. Agenda. Classic (Pre Infor ERP LN 10.2.1) and Enhanced (Infor ERP LN 10.2.1) Invoicing Architecture - Overview Differences – Classic and Enhanced Invoicing Enhanced Invoicing Invoicing from Invoicing 360

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Learn Infor LN 10.2.1 Invoicing

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  1. Learn Infor LN 10.2.1 Invoicing Ramamurthy Mahesh

  2. Agenda • Classic (Pre Infor ERP LN 10.2.1) and Enhanced (Infor ERP LN 10.2.1) Invoicing Architecture - Overview • Differences – Classic and Enhanced Invoicing • Enhanced Invoicing • Invoicing from Invoicing 360 • Invoicing from Sales Order – through Invoicing 360 • Shipment based Invoicing • Questions and Answers

  3. Classic Invoicing - Architecture • Billable Lines spread across multiple sessions (and tables) – depending on origin. • No distinction between billable line and invoice line.

  4. Classic Invoicing cisli206 (Tax Amounts by Tax Codes) cisli205 (Invoice-Source relations) cisli207 (Invoice Advances) cisli208 (Reference table – confirmed invoice lines) Interest Invoice (cisli210) cisli209 (Tax Amnts by Tax Auth) cisli225 (Manual Sales Invoice – line) cisli226 (Manual Sales Invoice – Int. Tax) Manual Sales Invoice - header cisli220 cisli230 (Project Invoice - header) cisli235 (Project Invoice – line) cisli236 (Project Invoice – notes) cisli247 (Sales Invoice – Component Lines) cisli240 (Sales Invoice - header) cisli245 (Sales Invoice – line) cisli246 (Sales Invoice – COGS) cisli256 (Delivery Note by Service / Freight Invoice) cisli250 (Service Invoice - header) cisli255 (Service Invoice – line) cisli260 (Service Contracts - header) cisli265 (Service Contracts – line) cisli270 (Freight Invoice - header) cisli275 (Freight Invoice – line) cisli280 (Debit/Credit Notes - Finance) cisli290 (Rebate Invoice - header) cisli295 (Rebate Invoice – line)

  5. Enhanced Invoicing - Architecture • Billable Lines stores billable lines of all origins. • Deleted after posting • Invoice Lines stored separately from billable lines. • Invoice consists of • Invoice Header (cisli305) • Invoice Lines (cisli310) • Invoice Lines – Additional Fields (cisli311) • Invoice Satellites (cisli312) • Invoice – Tax Details (cisli315) • Installment Invoice Settlements (cisli320)

  6. Enhanced Invoicing Billable Lines Invoice Header Invoice Additions Invoice Lines Tax Summary

  7. Classic Invoicing vs. Enhanced Invoicing

  8. Classic Invoicing vs. Enhanced Invoicing

  9. Classic Invoicing vs. Enhanced Invoicing

  10. Classic Invoicing vs. Enhanced Invoicing

  11. Invoice Installment Invoice Settlements Invoice Lines Tax Information Related Invoices

  12. Invoicing 360 Summaries of Billable Lines and Invoices Billable Lines Invoices

  13. Invoicing 360 Easy Filtering of Billable Lines and Invoices.

  14. Scenarios • Invoicing from Invoicing 360 • Invoicing from Sales Orders – Zooming to Invoicing 360 • Shipment Based Invoicing (Contracts)

  15. Invoicing from Invoicing 360 • Use Filtering option to select Billable lines to be invoiced • Filtering option from Invoicing 360 • Filtering option in Workspace • Select Lines to be invoiced. • Option – Preview Invoice to see the draft Invoice. • Option – Create Invoice to compose, print and post invoice. • Option – Compose Invoice to check composing criteria.

  16. Invoicing from Invoicing 360 Compose Print and Post Billable Lines Non-Consecutive Billable Line selection

  17. Invoicing from Sales Orders • Zoom to Invoicing 360 via specific option Sales and Warehouse Invoice data. • Switch to financial company done automatically. • Sales Order pre-filtered in Invoicing 360. • Option – Preview Invoice to see the draft Invoice. • Option – Create Invoice to compose, print and post invoice. • Option – Compose Invoice to check composing criteria.

  18. Invoicing – Shipment Based Invoicing • Applicable only for Contract Deliverables. • When Shipment is frozen: • Original Invoice can be printed ( Invoice in a box). • Draft Invoice can be printed. • The invoice will have status “Printed” and will be blocked for posting. • When the shipment is confirmed, the Invoice will no longer be blocked for posting.

  19. Invoicing – Shipment Based Invoicing

  20. Invoicing – Shipment Based Invoicing Invoice blocked for posting until Shipment can be confirmed.

  21. Invoicing – Shipment Based Invoicing Invoices can be posted after confirm Shipment.

  22. Questions ?

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