Partial Invoice Rows
Each row in the payment plan on a purchase order represents a partial invoice.
Number
Here you will see the order of the partial invoice in the payment plan, that is the partial invoice on row 1 will be sent first, etc. You will also find a color coding in this column according to the following:
- Green - means that the invoice registration and linking to the supplier invoice are completed (Actual invoice amount = Planned invoice amount).
- Yellow - means that the invoice registration and linking to the supplier invoice have started (Actual invoice amount = Planned invoice amount).
- White - means that the row has not been released/arrival reported.
- Grey - means that the row has been released/arrival reported but the invoice registration and linking to the supplier invoice have not started. The partial invoice row will be grey and it can not be modified or deleted when the color coding is according to the above.
Partial invoice type
In the partial invoice type column you will see the invoice type:
- Advance - the invoice is received before the order is delivered by the supplier. In advance invoices including VAT will be managed in a special way when it comes to VAT accounting. If you have configured the setting Code suspended input VAT when registering advance invoices, the advance invoice will be coded against suspended input VAT. This also applies when you use preliminary coding. For supplier invoices from an EU supplier, no VAT coding is made for the invoice types Advance and Subsequent. Calculated input and output EU VAT is coded when the invoice for the delivery is registered. For each partial invoice number of the advance type a supplier invoice shall be registered.
- Delivery - the invoice is received when the order is delivered. This invoice refers to a "regular" invoice basis which is created in connection with the arrival reporting. Partial invoices of type "Advance" and "Subsequent" will automatically be deducted from this invoice (depending on deduction). This partial invoice type may generate several supplier invoices for the same partial invoice number. This can occur when several partial deliveries are made for a purchase order and you have selected that a supplier invoice shall be registered for each partial delivery.
- Subsequent - the invoice is received separately in arrears, for example when a delivery has been approved by the customer. For each partial invoice number of the Subsequent type a supplier invoice shall be registered.
You can enter an optional number of partial invoices. However, there is a limitation; you can only have one partial invoice of the Delivery type. There must also exist such a partial invoice. Orders without a partial invoice of the Delivery type can not be saved.
Service Code
A service code is linked to each respective partial invoice. The service code will be regarded as an invoice row when the invoice basis is released (not on the delivery invoice).
Name
The name describes the service code. The name entered on the service code will be shown by default, but it can be changed.
Amount
The amount shows the partial amount that will be invoiced. If the amount is changed the percentage will automatically be changed.
Percent
The Percentage column indicates how large a portion of the order value that will be invoiced. If the percentage is changed the amount will automatically be changed.
Invoice Period
The invoice period shows a planned invoice date for the partial invoice. The invoice period can be used as a selection alternative to show what is to be invoiced.
Account
The account column shows on which account the partial invoice shall be coded. By using the C button to the right of the Account column, a coding window appears.