Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
To define a Recurring Invoice, first create Special Calendar. This Calendar is used to determine
the periods for which the invoices to be generated.
Setup a special calendar for the recurring expenses for which you need to automate in this form:
Optionally a Distribution can be setup to ease the data entry for the user
• Distribution Name
• Description
• Details of how you want to distribute the expense
• Save & Exit
• Operating Unit (If one it will default, if you have multiple operating units and access,
select the correct operating unit)
• Name of the Recurring Invoice
• Select Supplier either through Number or Name
• Select the Calendar that you created as in the above setup
• Number of Periods
• Give the First Period for which you want this recurring invoice to start
• System will automatically pick the next period and Give the remaining periods
• Go to “Invoice Definition” Tab & Give Invoice Number (It can be Alfa-Numeric)
• Go To “Line Definition” Tab to Select the Distribution Set you Created as in above setup
• Switch to “Control” Tab to set the approval flow for the invoice
• Switch to “Amount” tab and enter the invoice amount. This will be the invoice amount
for the invoice that is getting generated. Also enter the Control Amount. For example if
you are paying Rent for 6 Months from now and per month Rent Amount is 10000, then
in the “First Amount” field give 10000 and in the “Control Total” field enter 60000.
• Since the no of periods for this setup will be six, and for the first invoice we have already
given the amount, the system will now equally prorate the remaining amount of 50000
into five invoices Ten Thousands Each.
• Once saved, the system will prompt to enter the First Period for which the invoice to be
raised and the amount for the invoice.
• Give the number of invoices to be generated.
Go to Invoices screen and query with the invoice number that got generated as above in the
screen.
You will notice that the distribution is also created automatically as we have setup a special
distribution set for this recurring invoice.
Validate, Force or Initiate Approval as the Business requires and Create Accounting. In our
example, it is force approval and Draft Accounting Entries.