CRM0202 Create Invoices
Basic Information
| Module | Crm.Invoicing |
|---|---|
| Code | CRM0202 |
| Parent Document | InvoiceOrder |
| Sub-document | Invoice |
| Full Name | Create Invoices |
| Status | ACTIVE |
| Deterministic/Non-deterministic | Yes |
| Supports Transitional Documents | NO |
| Supports Single Execution | YES |
| Replace Generation Procedures | GenerateInvoices |
| Processing Orphan Rows | Ignore |
| Introduced In Version | 2019.1 |
| Date of Suspension | - |
Business Logic
The current generation creates Invoice directly from an already existing Invoice Order. The invoice is almost identical to the invoice order and the generation is used in cases when the invoicing is automatic and is nor not executed by the users through a specialized navigator.
The Invoice header is created based on the Invoice Order header as follows:
Invoice.DocumentDate = today
Invoice.Customer = InvoiceOrder.Customer
Invoice.Notes = InvoiceOrder.Notes
Invoice.DocumentCurrency = InvoiceOrder.DocumentCurrency
Invoice.PaymentType = InvoiceOrder.PaymentType
Invoice.PaymentTypeDescription = InvoiceOrder.PaymentTypeDescription
Invoice.PaymentAccount = InvoiceOrder.PaymentAccount
Invoice.PaymentDueDate = if InvoiceOrder.PaymentDueDate.HasValue
then MAX(InvoiceOrder.PaymentDueDate, InvoiceOrder.DocumentDate) + (today - InvoiceOrder.DocumentDate)
else empty
Invoice.CreditNoteOriginalInvoice = InvoiceOrder.CreditNoteOriginalInvoice
Invoice.CreditNoteDescription = InvoiceOrder.CreditNoteDescription
Invoice.DeliveryDate = if InvoiceOrder.DeliveryDate.HasValue,
then InvoiceOrder.DeliveryDate
else Invoice.DocumentDate
Invoice.DealType = InvoiceOrder.DealType
Invoice.ApplyDate = InvoiceOrder.ApplyDate
Invoice.PaymentDueStartDate = InvoiceOrder.PaymentDueStartDate
Invoice.IntrastatTransactionNatureCode = InvoiceOrder.SalesOrder.IntrastatTransactionNatureCode
Invoice.DeliveryTermsCode = InvoiceOrder.SalesOrder.DeliveryTermsCode
Invoice.IntrastatTransportModeCode = InvoiceOrder.SalesOrder.IntrastatTransportModeCode
Invoice.IntrastatTransportCountry = InvoiceOrder.SalesOrder.IntrastatTransportCountry
The rest of the Document table attributes which are not listed here are filled in as described in Standard Document Attributes.
Note
The new invoice is saved then and only when there is at least one line in it.
Fulfillments
| Name | InvoiceOrderLineToInvoiceLine |
|---|---|
| Parent Entity | InvoiceOrderLine |
| Child Entity | InvoiceLine |
| Parent / Child Relationship | InvoiceLine.ParentDocument = InvoiceOrder;InvoiceLine.ParentLineNo = InvoiceOrderLine.LineNo |
Metrics
| Fulfillment Name | Metric Name | Measurement Unit | Parent Value | Child Value | New Record |
|---|---|---|---|---|---|
| InvoiceOrderLineToInvoiceLine | MStandardQuantityBase | InvoiceOrderLine.Product.BaseMeasurementUnit | InvoiceOrderLine.StandardQuantityBase | iInvoiceLine.StandardQuantityBase | YES |
| InvoiceOrderLineToInvoiceLine | MQuantity | InvoiceOrderLine.QuantityUnit | InvoiceOrderLine.Quantity | InvoiceLine.Quantity | NO |
| InvoiceOrderLineToInvoiceLine | MQuantityBase | InvoiceOrderLine.Product.BaseMeasurementUnit | InvoiceOrderLine.QuantityBase | InvoiceLine.QuantityBase | NO |
| InvoiceOrderLineToInvoiceLine | MLineAmount | InvoiceOrder.DocumentCurrency | InvoiceOrderLine.LineAmount | InvoiceLine.LineAmount | YES |
The lines of the new document are created based on the data for the Fulfilled Part of quantities and amounts by Invoices that are already created (for more information, see topic Discrepancy System). The new InvoiceLine is created as follows:
InvoiceLine.LineNo = InvoiceOrderLine.LineNo
InvoiceLine.Product = InvoiceOrderLine.Product
InvoiceLine.ProductDescription = InvoiceOrderLine.ProductDescription
InvoiceLine.Quantity = InvoiceOrderLine.REMAINING(MQuantity)
InvoiceLine.QuantityUnit = InvoiceOrderLine.QuantityUnit
InvoiceLine.LineDiscount = InvoiceOrderLine.LineDiscount
InvoiceLine.LineStandardDiscountPercent = InvoiceOrderLine.LineStandardDiscountPercent
InvoiceLine.LineCustomDiscountPercent = InvoiceOrderLine.LineCustomDiscountPercent
InvoiceLine.LineAmount = InvoiceOrderLine.REMAINING(MLineAmount)
InvoiceLine.ParentSalesOrderLine = InvoiceOrderLine.SalesOrderLine
InvoiceLine.LineDealType = InvoiceOrderLine.LineDealType
InvoiceLine.InvoiceOrderLine = InvoiceOrderLine
InvoiceLine.BusinessReason = InvoiceOrderLine.BusinessReason
InvoiceLine.SalesOrder = InvoiceOrderLine.SalesOrder
InvoiceLine.PaymentTransaction = InvoiceOrderLine.PaymentTransaction
InvoiceLine.TransactionLine = InvoiceOrderLine.TransactionLine
InvoiceLine.QuantityBase = InvoiceOrderLine.REMAINING(MQuantityBase)
InvoiceLine.StandardQuantityBase = InvoiceOrderLine.REMAINING(MStandardQuantityBase)
if InvoiceOrderLine.SalesOrderLine.HasValue then
InvoiceLine.SalesOrderAmount = InvoiceOrderLine.REMAINING(MLineAmount)
InvoiceLine.SerialNumber = InvoiceOrderLine.SerialNumber
InvoiceLine.ParentLineNo = InvoiceOrderLine.LineNo
InvoiceLine.IntrastatTransactionNatureCode = InvoiceOrderLine.SalesOrderLine.IntrastatTransactionNatureCode
InvoiceLine.DeliveryTermsCode = InvoiceOrderLine.SalesOrderLine.DeliveryTermsCode
InvoiceLine.IntrastatTransportModeCode = InvoiceOrderLine.SalesOrderLine.IntrastatTransportModeCode
InvoiceLine.IntrastatTransportCountry = InvoiceOrderLine.SalesOrderLine.IntrastatTransportCountry
InvoiceLine.IntrastatApplyDate = InvoiceOrderLine.SalesOrderLine.IntrastatApplyDate