Create Self-Billing Invoice

Explanation

One of the options from the Receiving Advice window is to automatically create, match and send supplier self-billing invoices. Use this activity to initiate automatic creation and matching of supplier self-billing invoices based on receiving advice. It is possible to create a single self-billing invoice including all the lines in a given receiving advice. Quantities returned (for rework and credit) and supplier owned scrapped quantities will not be invoiced, and charges will not be included in the invoice.

Prerequisites

• The receiving advice type must be Approved Goods.
• The receiving advice must be in status Communicated.
• The Allow Self-Billing check box in the Supplier/Invoice/General tab must be selected.
• If a receipt line in a receiving advice has already been invoiced, it will not be included in the self-billing invoice, unless there is still some quantity left to be invoiced. If the quantity invoiced is equal to or higher than the received quantity, that receipt will not be included in the supplier self-billing invoice.
• The invoice number series must have been defined for the invoice series connected to the invoice type RASUPPINV. Note: Though the invoice series RA is connected to this invoice type by default, it is possible to manually connect another invoice series.
• If you want to be able to specify an invoice date, you must have entered a value in Date Until field of the Receiving Advice window.

System Effects

• A single supplier self-billing invoice is created, which will include all receipt lines of the receiving advice that need to invoiced. The Self-Billing Invoice check box on the Receiving Advice window header will become selected.
• When the invoicing supplier is different from the supplier on the purchase order header, a separate invoice is created for each of the invoicing suppliers.
• Credit invoices will be expected only for quantities returned after the invoice is created, as quantities returned will not be included in the invoice.
• The invoice number of the supplier self-billing invoices created, will be according to the invoice number series defined for the invoice series attached to the supplier self-billing invoice type RASUPPINV.

Window

Receiving Advice

Related Window Descriptions

Receiving Advice, Receiving Advice/Connected Receipts

Procedure

1. Open the Receiving Advice window and query for the relevant receiving advice.
2. Right-click on the header and then click Create Invoice.
3. In the Create Self-Billing Invoice dialog box that appears, enter a date in the Invoice Date field which is after the date in the Date Until field of the Receiving Advice window. The default value will be the system date (today's date). Click OK..

Note: If the delivery date has been specified as the supplier invoice tax liability date in the Tax Liability Date Control window for a tax code, the supplier invoice must be entered manually and the self-billing invoice creation process will be stopped with an error.