Field help (SIH0BPCIN)

Code of the customer requesting the invoice in the case of a direct invoice.
It is managed in the customer table. It must be active. It can be of normal or miscellaneous type. It cannot be modified after the lines are entered. In the case of an order or delivery invoice, it is the original invoice customer. It cannot be modified.

It is possible to search a customer or several customer grouped under the same criteria by selecting Quick customer search. A list of matching items is generated on tabulating to the next field.
For a more advanced search, all fields present in the block can be entered. The list of matches is narrowed down with each tabulation.

• If the customer entered is of the Miscellaneous type, a window automatically opens to enter or modify their address and SIRET number. You can also view and modify this information by clicking Invoice address from the Action panel.
• If the entered customer is of the Normal type and the customer is entered, you can view and modify the invoicing address using the Actions icon or by clicking Invoice address from the Actions panel. The customer SIRET number is pulled from the BP record and cannot be modified.

When creating an invoice, you can select:

• one or several delivery notes,
• one or several order lines when the approval circuit is managed (APPSOH - Order approvals management setup), the sales orders following the established approval rules are not taken into account as long as they are not Totally signed,
• one or several contracts (a service contract can be invoiced if it is not paid or terminated and if the notice date of the next invoice open item has been reached (the date of the next invoice minus the invoicing notice must be below the date of the invoice)),
• a service request (a service request can be invoiced if it is closed and if consumptions can be invoiced).

In the case of service contract invoicing, the creation date triggers the execution of processes related to service contracts:

• Next invoice date: The system recalculates a new invoicing due date on the basis of the invoicing frequency and the invoicing notice.
• Contract re-evaluation: From the re-evaluation frequency mentioned in the service contract, the system determines if the annual fee for the contract must be re-calculated. In order to re-evaluate an annual fee basis, the system compares the value of the index used at the time of the last re-evaluation with the last index value saved in the application. The fee basis is reduced or increased according to the evolution recorded in the index. The amount of the next invoice due date is re-calculated. This amount directly depends on the invoicing frequency and weighting coefficient for the annual fee basis.

The documents are exclusive to one another. You cannot invoice both delivery notes and orders.

When creating a credit memo, it is possible to select:

• one or several invoice lines,
• one or several return lines (a return can lead to a credit memo if a credit memo has yet to be emitted and if the return line is awaiting credit).

Here, too, the documents are exclusive to one another.

When creating a cancellation invoice, you can select one or several invoices. The cancellation applies to each invoice as a whole and you cannot select lines one by one or modify them.

If you cannot select two documents of the same type for the same invoice, it is mandatory to specify the following information for these two documents: sales site, currency, pay-by customer, group customer, price type, tax rule, project code, payment terms, discount code.