Setting up splitting logics and criteria for generation and posting multiple sales invoices simultaneously.                                                                                                        

Module Description

Cumulative invoice allows to create and posting multiple invoices. The invoice grouping is  “customizable” for each customer by setting up invoicing groups code.

Setup

Invoice Group

It is necessary to set up invoice group codes, that define the criteria and logical grouping of cumulative invoicing.

Fill in the fields in the table below as follows:

• Code: identifies the code of the grouping type;
• Description : short description in reference to the code;
• One invoice per shipment: for making one invoice for each shipment;
• Grouping criteria by fields : by default, ten basic non-editable grouping criteria are assigned. Therefore, shipments must have the following requirements to be cumulated: 
  

However, it is possible to add other splitting criteria according to your needs by going to edit list and adding new fields.

Then assign the Invoice Group Code in the customer master data:

Setup Origins

The invoice Group code in the Origins setup is used only when this is not indicated in customer masterdata:

Customers

On the customer card, it's possible to assign a specific invoice group code for customers who has to be managed in a different way:

Functionality

Cumulative invoice Origins

The invoicing report to use is Origins Cumulative Invoice:

• Cumulate from date: Specifies the start date for cumulative shipments
• Cumulate to date: Specifies the end date for cumulative shipments
• Operation type: specifies the VAT register of the shipments you want to accumulate
• Posting Date: Specifies the posting date for invoices created by the batch process
• Document Date: Specifies the document date for invoices created by the batch process
• Invoice Group Code Filter: Specifies the filter to apply to the Invoice group code
• Recalculate invoice discount from master data: specifies whether you want to automatically calculate the amount of the discount on the invoice for shipping
• Posting invoices: tick if you want to record invoices automatically, otherwise they will remain in the list of temporary invoices
• Standard Payment Terms Only: Specifies whether you want to include shipments with standard payment terms. If you select this option, you must manually invoice all other shipments.

Based on the code present in the customer master data, the invoicing report will accumulate all the sales shipments that fall within the filters entered in the request page and will create the provisional sales invoices.