: infor erp ln training - learn new central invoicing functionality

1Copyright © 2013. Infor. All Rights Reserved.

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Copyright © 2013. Infor. All Rights Reserved.

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Learn Infor LN 10.2.1 Invoicing

Ramamurthy Mahesh


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Agenda

• Classic (Pre Infor ERP LN 10.2.1) and Enhanced (Infor ERP LN 10.2.1) Invoicing Architecture - Overview

• Differences – Classic and Enhanced Invoicing

• Enhanced Invoicing

• Invoicing from Invoicing 360

• Invoicing from Sales Order – through Invoicing 360

• Shipment based Invoicing

• Questions and Answers


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Classic Invoicing - Architecture

• Billable Lines spread across multiple sessions (and tables) –depending on origin.

• No distinction between billable line and invoice line.


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Classic Invoicing

cisli205

(Invoice-Source

relations)

cisli207 (Invoice Advances)

cisli208 (Reference table –

confirmed invoice lines)

cisli209 (Tax Amnts by Tax Auth)

Interest Invoice

(cisli210)

Manual Sales Invoice -

header

cisli220

cisli225

(Manual Sales Invoice –

line)

cisli230

(Project Invoice - header)

cisli235

(Project Invoice – line)

cisli226

(Manual Sales Invoice – Int.

Tax)

cisli240

(Sales Invoice - header)

cisli245

(Sales Invoice – line)

cisli250

(Service Invoice - header)

cisli255

(Service Invoice – line)

cisli246

(Sales Invoice – COGS)

cisli236

(Project Invoice – notes)

cisli247

(Sales Invoice – Component

Lines)

cisli260

(Service Contracts - header)

cisli265

(Service Contracts – line)

cisli270

(Freight Invoice - header)

cisli275

(Freight Invoice – line)

cisli256

(Delivery Note by Service /

Freight Invoice)

cisli280

(Debit/Credit Notes -

Finance)

cisli290

(Rebate Invoice - header)

cisli295

(Rebate Invoice – line)

cisli206 (Tax Amounts by Tax

Codes)


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Enhanced Invoicing - Architecture• Billable Lines stores billable lines of all origins.

• Deleted after posting

• Invoice Lines stored separately from billable lines.

• Invoice consists of

• Invoice Header (cisli305)

• Invoice Lines (cisli310)

• Invoice Lines – Additional Fields (cisli311)

• Invoice Satellites (cisli312)

• Invoice – Tax Details (cisli315)

• Installment Invoice Settlements (cisli320)


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Enhanced Invoicing

Invoice

Header

Invoice Lines Invoice

AdditionsTax Summary

Billable Lines


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Classic Invoicing vs. Enhanced Invoicing

Classic Invoicing Enhanced Invoicing

Billable Lines Spread over multiple

sessions.

Single session.

No quick overview of all

Billable Lines.

Billable Lines gives a

snapshot of those lines which

are not yet posted.

Deleted after invoices are

posted.

Invoice Lines Not present, instead

same set of tables stored

both billable lines and

invoice lines.

Stored separately linked to

the Invoice.

Identification of invoice

line cumbersome - made

up of multiple attributes.

Unique invoice line identifying

the transaction.

No overview of all

invoice lines linked to the

Invoice.

Invoice and all its lines stored

together giving an immediate

overview of the invoice.


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Tax Lines No session available. Tax Details linked to Invoice

session to give an overview of

tax lines.

Installment Settlements

No session available. Installment Invoice

Settlements linked to the

Invoice Session to give an

overview of Installment

Settlements.

Related

invoices

No session available. Related invoices session

integrated with Invoices

Session to show an overview

of Related Invoices. (Example

Credit note of a return order

linked to the original Invoice).


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User profile No defaulting

mechanism (No user

profile).

Defaulting mechanism and

authorizations based on user

profile.

Tax Rate

Changes

No possibility to

influence tax rates after

billable lines are

released to invoicing.

Tax Codes can be changed in

Billable Lines (On Hold status)

based on authorization from

user profile.

Possibility to change the

Invoice date of a Composed

Invoice and recalculate

amounts based on the

changed tax and currency

rates.

Invoicing 360 No Invoicing Dashboard. Invoicing 360 available which

gives an overview of all

Billable Lines and Invoices.

Easy filtering on both Billable

Lines and Invoices.


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Invoicing Billing Request need to

be created before

invoicing can be started.

No manual creation of Billing

Request needed.

Invoicing non-

consecutive billable lines

were tricky.

Billable lines can be marked

and user can create invoice

with a single click.

Possibility that more

billable lines are invoiced

than intended.

What you see is what you get.

Multiple user action

before invoicing can be

complete.

Fewer user actions to complete invoicing.

Composing Composing multiple

origins (fe. Sales and

Freight) not possible.

Composing multiple origins

easy to set up.

No clarity of why Billable

Lines were not

composed together.

Fixed and variable composing

criteria in the Invoices session

show the reason for why

billable lines were not


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Invoice

Invoice

Lines

Tax

Information

Installment

Invoice

Settlements

Related

Invoices


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Invoicing 360

Billable

Lines

Invoices

Summaries

of Billable

Lines and

Invoices


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Invoicing 360

Easy Filtering of

Billable Lines and

Invoices.


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Scenarios• Invoicing from Invoicing 360

• Invoicing from Sales Orders – Zooming to Invoicing 360

• Shipment Based Invoicing (Contracts)


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Invoicing from Invoicing 360• Use Filtering option to select Billable lines to be invoiced

• Filtering option from Invoicing 360

• Filtering option in Workspace

• Select Lines to be invoiced.

• Option – Preview Invoice to see the draft Invoice.

• Option – Create Invoice to compose, print and post invoice.

• Option – Compose Invoice to check composing criteria.


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Invoicing from Invoicing 360

Compose Print and Post

Billable Lines

Non-Consecutive

Billable Line

selection


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Invoicing from Sales Orders

• Zoom to Invoicing 360 via specific option Sales and Warehouse Invoice data.

• Switch to financial company done automatically.

• Sales Order pre-filtered in Invoicing 360.

• Option – Preview Invoice to see the draft Invoice.

• Option – Create Invoice to compose, print and post invoice.

• Option – Compose Invoice to check composing criteria.


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Invoicing – Shipment Based Invoicing

• Applicable only for Contract Deliverables.

• When Shipment is frozen:

• Original Invoice can be printed ( Invoice in a box).

• Draft Invoice can be printed.

• The invoice will have status “Printed” and will be blocked for posting.

• When the shipment is confirmed, the Invoice will no longer be blocked for posting.


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Invoice blocked

for posting until

Shipment can be

confirmed.


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Invoices

can be

posted

after

confirm

Shipment.


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Questions ?

: infor erp ln training - learn new central invoicing functionality

Software

unique invoice line

invoice linesnot present

infor ln

enhanced infor erp ln

invoicing questions

answers template v7

sales order

tax codestemplate v7