Use advanced rental invoicing to configure and automate invoice runs for rental orders. For example, set up a batch job for weekly invoicing based on invoice profiles.
The table below describes the available configuration fields:
Field | Description |
|---|---|
Invoice profile range | Select invoice profiles for the batch. Maintain them in the query. |
Creation date offset days | Create batch instances ahead of the scheduled date by the specified number of days. |
Scheduled date/time | Defines when the first batch instance will run. |
Next scheduled date/time | Specifies the next batch instance after the initial run. |
Planned calculation date/time | Triggers calculation for the first upcoming batch instance. |
Next calculation date/time | Defines when the next batch instance will be calculated. |
Planned creation date | Sets the creation date for the first batch instance. |
Next creation date | Sets the creation date for the next batch instance. |
Use next open day | If enabled, shifts scheduled runs to the next working day. |
Calculation date recurrence | Defines how often the calculation date recurs. |
Scheduled date recurrence | Defines recurrence for scheduled batch execution. |
Query | Specifies which rental orders are invoiced. At least one invoice profile is required. |
Invoice check | If enabled, pre-invoice checks are performed before invoicing. |
Auto start invoice batch | Starts invoicing automatically. Cannot be used with invoice check. |
Invoice check offset days | Defines how many days before the batch the pre-invoice check runs. |
Quantity | Specifies the quantity to be invoiced: deliver now, all, picked, and so on. |
Check credit limits | Determines the credit control level: None, balance, and combinations. |
Include credits | If Yes, credit amounts are included in the invoice. |
Include un-invoiced | If Yes, un-invoiced amounts are included in the invoice. |
Until calculation point | Forces invoicing up to the calculation point, overriding the invoice profile. |
Steps
Go to Rental order management > Rental invoicing > Advanced rental invoice management.
In the list, find and select the desired record.
In the list, click the link in the selected row.
Click Edit.
Note
The activity description explains how each field can be utilized and what it is used for.
Click Save.
Click Process.
Select Yes in the Batch processing field.
Click OK.
Close the page.