Field help (INVQTY) @ L.V. Expertise X3

The invoiced quantity is expressed in sales unit.

For direct invoices, it must be superior to the minimum quantity and inferior to the maximum quantity from the product-sales.

For scheduled invoices non linked to a billing plan:

The entry of a quantity greater than the quantity on the schedule line triggers a message suggesting that you consume the extra quantity on the next scheduled invoices. If you answer Yes, you can only pick and add the next scheduled invoices subject to this extra consumption once the modification has been saved. If you answer No, the quantity increase is considered as over-invoicing.
The entry of a quantity lower than the quantity on the schedule line triggers the addition of a scheduled invoice line at the end of the schedule. This line has the same characteristics as the modified line and a quantity equal to the difference from the modified line. The status of this line is: To be invoiced.

Using the Actions icon on the scheduled invoice line, you can view the schedule and see if each schedule line has been invoiced, included in the invoice, or to be invoiced. A check box indicates if any excess is invoiced (over-invoicing), displaying this excess amount and/or quantity.

For scheduled invoices with a validated progress status (only for progress billing projects):

The entry of a quantity above the billing plan quantity is considered as over-invoicing. However, the progress percentage of the project is not updated.
The entry of a quantity below the quantity on the schedule line is prohibited. To invoice such a quantity, you need to go back to the billing plan, devalidate the progress status for this scheduled invoice and then reduce the quantity.
The entry of an amount above the amount of the selected scheduled invoice is considered as over-invoicing. However, the progress percentage of the project is not updated.
The entry of an amount below the amount of the selected scheduled invoice is considered as under-invoicing. However, the progress percentage of the project is not updated.

For non-validated invoice lines linked to an invoicing schedule (with milestone or no milestone):

Scheduled invoice consumption:

If an invoice line is entered with a quantity above the schedule line, a quantity consumption is created on the next line(s) on the schedule. If the next scheduled invoice is partly consumed, the remaining quantity is updated. If the next scheduled invoice is fully consumed, the scheduled invoice is removed.
If a milestone is set on the first scheduled invoice but another milestone is set on the second invoice:

If the consumption is partial, the milestones are kept on both scheduled invoices.
If the second scheduled invoice is consumed in full, the invoice and the related milestone are removed. The quantity of the second scheduled invoice is added to the previous scheduled invoice quantity.

The same applies when no milestone is set on the first invoice: the milestone remains empty even if the scheduled invoice partly or fully consumes the next scheduled invoices with milestones.

Scheduled invoice split:

If an invoice line is entered with a quantity below the schedule line, a scheduled invoice line is created with the same characteristics as the updated line (except from the Category and Reason) at the end of the schedule. This quantity is equal to the difference with the quantity on the updated line. This line is not linked to a milestone and its status is: To be invoiced.

When the invoiced quantity is entered, a price list search processing is automatically carried out. The objective of this search is to recover:

the gross price as well as the associated reason,
the charges and discounts in percentages or in amounts to be applied to the line level as well as the associated reasons.
any free product(s),
the weighting coefficient for the sales representatives' commission rates.

The price list search processing can be triggered in different ways depending on the product type entered:

If the product entered has the Normal type, the search processing is automatically triggered.
If the product entered is of type Kit parent product or BOM parent product, an initial price list search is triggered for the parent product, then before triggering the price list search for the components, a read of the BOM file is carried out in order to identify whether different alternatives of the type Commercial exist, in which case they are displayed in a window. If the product has only a single BOM code, it will be taken into account automatically.