Send Customer Invoice

Explanation

Use this activity to transfer customer invoices from IFS Applications to a third-party accounts receivable application. 

When you transfer the invoice information, a date must be specified in the Until Invoice Date field. This field defaults to the current system date, but you can change this date. You can choose to start the transfer process directly or to schedule it as a batch job for later execution.

Prerequisites

N/A

System Effects

The transfer process will transfer all the customer invoices that have dates before or on the date specified in the Until Invoice Date field and that match the criteria you entered as Financial Connector basic data. Specifically:

• The transfer status will be changed to Under Transfer for all customer invoices that meet the transfer criteria.
• A new entry in the Customer Invoice In Transfer window will be registered. The Customer Invoices in Transfer window keeps track of customer invoices that are being transferred.

Window

Send Customer Invoices

Related Window Descriptions

Send Customer Invoices

Procedure

Use the following procedure to send customer invoices online:

1. Open the Send Customer Invoice Basic Datawindow.
2. Enter a new date in the Until Invoice Date field if you want a date other than the current system date.
3. Click OK to start the transfer.

Use the following procedure to send customer invoices using batch scheduling:

Click Schedule to open up the Scheduled Task Assistant where you can set up batch scheduling information.