Invoicing plan list

In this procedure you get an overview of all orders that have an invoicing plan. You can see what is invoiced, what is left to invoice, and reconcile advance/in arrears payments with the general ledger. From the Detailed list type you can release the partial invoice types Advance and In arrears, and you can deleted released invoice bases. In the Reconciliation list type you can also reconcile accounts for advance/in arrears payments.

The procedure is only shown if the system setting Handle invoicing plans on quotes/customer orders is activated.

Please note! Delivery rows are always released when delivery reporting.

Detailed

The detailed list type displays information regarding the customer orders that have an invoicing plan.

Total

The total list type displays information regarding the customer orders that have an invoicing plan. From this list type you can release invoices of the types Advance and In arrears.

Reconciliation

The Reconciliation list type should be used when you want to reconcile balance accounts for advance and in arrears payments when you use invoicing plans. A prerequisite to use this list is that you in the Chart of accounts procedure have checked Order number for the account in question.

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.