Create Rental Invoices Batch Job
As an alternative to posting invoices for each Rental Contract individually, use the Create Rental Invoices batch job to create invoices for multiple shipped Rental Contracts in specific invoice periods.
When the batch job is run, the relevant fields on the invoices are populated with information from the Rental Contract within the specified invoice periods.
Example
The following rental contracts have been shipped:
- Two units of an item for the period of January 1, 2022 – February 28, 2022.
- Four units of an item for the period of January 1, 2022 – January 31, 2022.
Instead of creating separate invoices for the month of January, the Create Rental Invoices batch job is run through January 31, 2022. When complete, two invoices are created:
- The first has two units of the item with the invoice period of 1/1/22 – 1/31/22, not through the rental end date of 2/28/22 because the Invoice to Date in the batch job was set to 1/31/22.
- the second has four units of the item with the invoice period is 1/1/22 – 1/31/22.
To create invoices with the batch job
- Create and ship rental contracts.
- Choose the
icon, enter Create Rental Invoices, and then choose the related link.
- The Create Rental Invoices request page opens with the Posting Date field populated with the work date and the Invoice to Date field empty.
- Update the posting date as needed and in the Invoice to Date field, enter the last invoice date to be included in the creation process.
Alternatively, you can use date formulas in the Automated section to set the next dates:- In the Posting Date Formula field, enter the formula to calculate the Posting Date based on the work date (e.g., 1M for the work date plus one month).
- In the Invoice to Date Formula field, enter the formula to calculate the Invoice to Date based on the work date (e.g., 1M for the work date plus one month).
- In the Bill-to Customer No. field, enter the relevant customer(s) to invoice or leave blank to include all customers within the invoice date range.
- In the Rental Contract No. field, enter which contracts need invoicing or leave blank to include all possible invoices within the invoice date range.
- Choose the OK button and then choose the OK button in the confirmation message.
- Choose the
icon, enter Rental Contracts, and then choose the related link.
- Scroll to the new invoices for the customer and notice that the invoice periods include only those within the period designated in the batch job.
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