Processing methods

Various processing methods are available, which you can select in the lines.:

• Invoice:

  With this you indicate that the line generated automatically should be invoiced when an invoice is created from the draft. Once the invoice has been generated the line is no longer visible in the draft and the line is added to the invoice.

• Write off:

  With this you indicate that the line should not be invoiced when an invoice is created from the draft. Once the invoice has been generated, the line is no longer visible in the draft and the line is not added to the invoice. In the draft lines overviews you can see which lines have been written off.

• Delay:

  With this you indicate that the line should not yet be invoiced when an invoice is created from the draft. Once the invoice has been generated the line remains visible in the draft and the line is not added to the invoice. Because the line remains visible in the draft, you can invoice the line later.

• Invoice advance line:

  With this you indicate that the line should be invoiced when an invoice is created from the draft. The invoice line will be seen as an advance and this will be settled later. The line is included in the invoice and a new line is generated in the draft. This draft line amount is the inverted invoice amount.

  Example:

  If the original line contains a positive amount, then the new line in the draft will contain a negative amount (and vice versa). This allows you to settle the advance in a subsequent invoice automatically.

• Invoice plus line:

  With this you indicate that the line added manually should be invoiced when an invoice is created from the draft. Once the invoice has been generated the line is no longer visible in the draft and the line is added to the invoice.

• Delay plus line:

  With this you indicate that the plus line should not yet be invoiced when an invoice is created from the draft. Once the invoice has been generated the line remains visible in the draft and is not added to the invoice. Because the line remains visible in the draft, you can invoice the line later.

• Delay advance line:

  With this you indicate that the advance line should not yet be invoiced when an invoice is created from the draft. Once the invoice has been generated the line remains visible in the draft and is not added to the invoice. Because the line remains visible in the draft, you can invoice the line later.

• Write off plus line:

  With this you indicate that the plus line should not be invoiced when an invoice is created from the draft. Once the invoice has been generated, the line is no longer visible in the draft and the line is not added to the invoice. In the draft lines overviews you can see which lines have been written off.

• Write off advance line :

  With this you indicate that the advance line should not be invoiced when an invoice is created from the draft. Once the invoice has been generated, the line is no longer visible in the draft and the line is not added to the invoice. In the draft lines overviews you can see which lines have been written off.

Other processing methods:

The following processing methods are automatically assigned:

• To enter

  The transferred lines are given this status when the transfer wizard is completed.

• Transferred
• Invoiced
• Invoiced plus line

  The plus lines invoiced are given this status.

• Written off

  The lines written off are given this status after invoicing.

• Invoiced advance line

  The advance lines invoiced are given this status. Compensation lines automatically generated from advance lines which are invoiced are also given this status.

Processing methods in automatically generated draft lines

The detail lines in a draft, which are generated automatically from the actual costing can have the following processing methods:

• Invoice:

  A line which is copied to the invoice when the invoice is generated and at the same time is marked in the draft as completed (processing method becomes Invoiced).

• Delay:

  A line which is not copied to the invoice when the invoice is generated and remains unchanged in the draft or is automatically given the processing method 'Invoice' (depending on the setting).

• Write off:

  A line which is not copied to the invoice when the invoice is generated but is written off and is marked as completed (processing method is changed to Written off).

The following applies:

• New lines are given the default processing method Invoice; you can set this manually to Delay or Write off.
• If the draft is compressed, where possible, new detail lines are added to a compressed line that has not yet been completed for the item that is being compressed; this may be a compressed line with the processing method Invoice plus line where if the line has status Invoice plus line , this is automatically changed to Invoice.
• The following applies to compression in general:

  If automatic rounding is chosen, then a detail line that cannot be changed will be automatically added for the rounding with processing method Invoice plus line; this line is automatically recalculated for each change made to the lines in the draft.

You can transfer automatically generated detail lines to another draft using an action in the entry window. In this case, the following applies:

• In the source draft, the detail line transferred is given the processing method 'To be transferred'. When you close the entry window this is changed immediately to 'Transferred'; the line will therefore be marked as completed.
• A new line is added to the target draft with processing method Invoice which you can subsequently change and complete in the draft later in the regular manner.