Why Use This Procedure?
Here you register "templates" for invoicing and payment plans that can be used when registering quotes, customer and purchase orders. These templates provide better support for the management of advance invoices and partial invoices of larger projects/orders. A common example of this is when the invoicing and payment takes place according to the following: 30% in advance at the time of order, 60% at delivery and 10% when the arrival is approved.
Please note that a check is made during registration of order with invoicing plans, this is done to make sure that there is a partial invoice of the Delivery type included in the order. Orders without a partial invoice of the Delivery type can not be saved. This applies both to invoicing plans for quotes/customer orders and to payment plans for purchase orders.
The procedure consists of the two tabs Invoicing plans and Payment plans.
Window Functions
Read more about the Window functions under Window Functions in the MONITOR Basics.