How To: Use Delivery Based Invoicing
This invoicing method is used when the moment of invoicing is linked to making actual deliveries made from a Job.
A delivery from the Job is created by setting the Application Type in the Job Item Planning Line to Deliver. When posting such a Job Item Planning Line a Posted Job Delivery is created as well as a Job Billable Line from which the Sales Invoice is created.
Notes: In this scenario the Job is replacing the sales order to disconnect the posting of costs from the posting of revenue. The scenario typically follows these steps:
- A sales quote is created with the sold item and its pricing. The item usually needs to be configured, assembled or installed to customer specifications
- From the Make Order action in the sales quote a Job is created by selecting a specific template (the template must be linked to an Invoicing Template with the invoicing method "Deliverable".
- The Sales Quote is archived. The details of the Sales Quote line(s) is/are copied to the Job Item Planning line(s) of the first Job Task, the Application type of these Job Item Planning Line(s) is Deliver.
- The Job is now replacing the Sales Order
- When the Job Item Planning lines are complete they can be posted to create a Posted Job Delivery. The posted job delivery is used to support the shipping process and does not have a financial impact. When shipping from locations with Warehouse settings the Inventory Pick or Warehouse Shipment are used to support the shipping process optionally combined with Transport and Deliveries.
- Posting the Sales Order will create the Sales Invoice from the details in the Job Item Planning line. Posting the Sales Invoice will create a Job Ledger entry of the type Sales in the Job