Learn Infor LN 10.2.1 Invoicing Ramamurthy Mahesh
Description: Learn Infor LN 10.2.1 Invoicing Ramamurthy Mahesh Agenda Classic (Pre Infor ERP LN 10.2.1) and Enhanced (Infor ERP LN 10.2.1) Invoicing Architecture - Overview Differences Classic and Enhanced Invoicing Enhanced Invoicing Invoicing from
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slide2. Learn Infor LN 10.2.1 Invoicing Ramamurthy Mahesh<br>
slide3. Agenda Classic (Pre Infor ERP LN 10.2.1) and Enhanced (Infor ERP LN 10.2.1) Invoicing Architecture - Overview
Differences – Classic and Enhanced Invoicing
Enhanced Invoicing
Invoicing from Invoicing 360
Invoicing from Sales Order – through Invoicing 360
Shipment based Invoicing
Questions and Answers<br>
slide4. Classic Invoicing - Architecture Billable Lines spread across multiple sessions (and tables) – depending on origin.
No distinction between billable line and invoice line.<br>
slide5. Classic Invoicing cisli205
(Invoice-Source relations) cisli207 (Invoice Advances) cisli208 (Reference table – confirmed invoice lines) cisli209 (Tax Amnts by Tax Auth) Interest Invoice
(cisli210) Manual Sales Invoice - header
cisli220 cisli225
(Manual Sales Invoice – line) cisli230
(Project Invoice - header) cisli235
(Project Invoice – line) cisli226
(Manual Sales Invoice – Int. Tax) cisli240
(Sales Invoice - header) cisli245
(Sales Invoice – line) cisli250
(Service Invoice - header) cisli255
(Service Invoice – line) cisli246
(Sales Invoice – COGS) cisli236
(Project Invoice – notes) cisli247
(Sales Invoice – Component Lines) cisli260
(Service Contracts - header) cisli265
(Service Contracts – line) cisli270
(Freight Invoice - header) cisli275
(Freight Invoice – line) cisli256
(Delivery Note by Service / Freight Invoice) cisli280
(Debit/Credit Notes - Finance) cisli290
(Rebate Invoice - header) cisli295
(Rebate Invoice – line) cisli206 (Tax Amounts by Tax Codes)<br>
slide6. Enhanced Invoicing - Architecture Billable Lines stores billable lines of all origins.
Deleted after posting
Invoice Lines stored separately from billable lines.
Invoice consists of
Invoice Header (cisli305)
Invoice Lines (cisli310)
Invoice Lines – Additional Fields (cisli311)
Invoice Satellites (cisli312)
Invoice – Tax Details (cisli315)
Installment Invoice Settlements (cisli320)<br>
slide7. Enhanced Invoicing Invoice Header Invoice Lines Invoice Additions Tax Summary Billable Lines<br>
slide8. Classic Invoicing vs. Enhanced Invoicing<br>
slide9. Classic Invoicing vs. Enhanced Invoicing<br>
slide10. Classic Invoicing vs. Enhanced Invoicing<br>
slide11. Classic Invoicing vs. Enhanced Invoicing<br>
slide12. Invoice Invoice Lines Tax Information Installment Invoice Settlements Related Invoices<br>
slide13. Invoicing 360 Billable Lines Invoices Summaries of Billable Lines and Invoices<br>
slide14. Invoicing 360 Easy Filtering of Billable Lines and Invoices.<br>
slide15. Scenarios Invoicing from Invoicing 360
Invoicing from Sales Orders – Zooming to Invoicing 360
Shipment Based Invoicing (Contracts)<br>
slide16. Invoicing from Invoicing 360 Use Filtering option to select Billable lines to be invoiced
Filtering option from Invoicing 360
Filtering option in Workspace
Select Lines to be invoiced.
Option – Preview Invoice to see the draft Invoice.
Option – Create Invoice to compose, print and post invoice.
Option – Compose Invoice to check composing criteria.<br>
slide17. Invoicing from Invoicing 360 Compose Print and Post Billable Lines Non-Consecutive Billable Line selection<br>
slide18. Invoicing from Sales Orders Zoom to Invoicing 360 via specific option Sales and Warehouse Invoice data.
Switch to financial company done automatically.
Sales Order pre-filtered in Invoicing 360.
Option – Preview Invoice to see the draft Invoice.
Option – Create Invoice to compose, print and post invoice.
Option – Compose Invoice to check composing criteria.<br>
slide19. Invoicing – Shipment Based Invoicing Applicable only for Contract Deliverables.
When Shipment is frozen:
Original Invoice can be printed ( Invoice in a box).
Draft Invoice can be printed.
The invoice will have status “Printed” and will be blocked for posting.
When the shipment is confirmed, the Invoice will no longer be blocked for posting.<br>
slide20. Invoicing – Shipment Based Invoicing<br>
slide21. Invoicing – Shipment Based Invoicing Invoice blocked for posting until Shipment can be confirmed.<br>
slide22. Invoicing – Shipment Based Invoicing Invoices can be posted after confirm Shipment.<br>
slide23. Questions ?<br>
slide3. Agenda Classic (Pre Infor ERP LN 10.2.1) and Enhanced (Infor ERP LN 10.2.1) Invoicing Architecture - Overview
Differences – Classic and Enhanced Invoicing
Enhanced Invoicing
Invoicing from Invoicing 360
Invoicing from Sales Order – through Invoicing 360
Shipment based Invoicing
Questions and Answers<br>
slide4. Classic Invoicing - Architecture Billable Lines spread across multiple sessions (and tables) – depending on origin.
No distinction between billable line and invoice line.<br>
slide5. Classic Invoicing cisli205
(Invoice-Source relations) cisli207 (Invoice Advances) cisli208 (Reference table – confirmed invoice lines) cisli209 (Tax Amnts by Tax Auth) Interest Invoice
(cisli210) Manual Sales Invoice - header
cisli220 cisli225
(Manual Sales Invoice – line) cisli230
(Project Invoice - header) cisli235
(Project Invoice – line) cisli226
(Manual Sales Invoice – Int. Tax) cisli240
(Sales Invoice - header) cisli245
(Sales Invoice – line) cisli250
(Service Invoice - header) cisli255
(Service Invoice – line) cisli246
(Sales Invoice – COGS) cisli236
(Project Invoice – notes) cisli247
(Sales Invoice – Component Lines) cisli260
(Service Contracts - header) cisli265
(Service Contracts – line) cisli270
(Freight Invoice - header) cisli275
(Freight Invoice – line) cisli256
(Delivery Note by Service / Freight Invoice) cisli280
(Debit/Credit Notes - Finance) cisli290
(Rebate Invoice - header) cisli295
(Rebate Invoice – line) cisli206 (Tax Amounts by Tax Codes)<br>
slide6. Enhanced Invoicing - Architecture Billable Lines stores billable lines of all origins.
Deleted after posting
Invoice Lines stored separately from billable lines.
Invoice consists of
Invoice Header (cisli305)
Invoice Lines (cisli310)
Invoice Lines – Additional Fields (cisli311)
Invoice Satellites (cisli312)
Invoice – Tax Details (cisli315)
Installment Invoice Settlements (cisli320)<br>
slide7. Enhanced Invoicing Invoice Header Invoice Lines Invoice Additions Tax Summary Billable Lines<br>
slide8. Classic Invoicing vs. Enhanced Invoicing<br>
slide9. Classic Invoicing vs. Enhanced Invoicing<br>
slide10. Classic Invoicing vs. Enhanced Invoicing<br>
slide11. Classic Invoicing vs. Enhanced Invoicing<br>
slide12. Invoice Invoice Lines Tax Information Installment Invoice Settlements Related Invoices<br>
slide13. Invoicing 360 Billable Lines Invoices Summaries of Billable Lines and Invoices<br>
slide14. Invoicing 360 Easy Filtering of Billable Lines and Invoices.<br>
slide15. Scenarios Invoicing from Invoicing 360
Invoicing from Sales Orders – Zooming to Invoicing 360
Shipment Based Invoicing (Contracts)<br>
slide16. Invoicing from Invoicing 360 Use Filtering option to select Billable lines to be invoiced
Filtering option from Invoicing 360
Filtering option in Workspace
Select Lines to be invoiced.
Option – Preview Invoice to see the draft Invoice.
Option – Create Invoice to compose, print and post invoice.
Option – Compose Invoice to check composing criteria.<br>
slide17. Invoicing from Invoicing 360 Compose Print and Post Billable Lines Non-Consecutive Billable Line selection<br>
slide18. Invoicing from Sales Orders Zoom to Invoicing 360 via specific option Sales and Warehouse Invoice data.
Switch to financial company done automatically.
Sales Order pre-filtered in Invoicing 360.
Option – Preview Invoice to see the draft Invoice.
Option – Create Invoice to compose, print and post invoice.
Option – Compose Invoice to check composing criteria.<br>
slide19. Invoicing – Shipment Based Invoicing Applicable only for Contract Deliverables.
When Shipment is frozen:
Original Invoice can be printed ( Invoice in a box).
Draft Invoice can be printed.
The invoice will have status “Printed” and will be blocked for posting.
When the shipment is confirmed, the Invoice will no longer be blocked for posting.<br>
slide20. Invoicing – Shipment Based Invoicing<br>
slide21. Invoicing – Shipment Based Invoicing Invoice blocked for posting until Shipment can be confirmed.<br>
slide22. Invoicing – Shipment Based Invoicing Invoices can be posted after confirm Shipment.<br>
slide23. Questions ?<br>