Construction Invoicing
The invoicing process in COSMO Project Construction is much more complex than in base COSMO Project Manufacturing. In COSMO Project Construction, there are:
Three different ways to invoice:
- Sales Order
- Sales Part Invoice by Sales Order (with Create Part Invoice function)
- Construction Invoice Plans (sales and purchases)
Note
The type of invoicing (schedules or plans) used with COSMO Project Construction is defined in the Project Construction Setup page.
One different invoice base: Measurements (Measurement Summaries will be created)
Two different invoice models:
- Standard (standard Microsoft Dynamics 365 Business Central logic)
- Cumulative Invoicing (growing invoices, including already invoiced positions)
This section describes the different invoicing options and additional requirements such as share in costs, security, or warranty deposits.
If measurements are not used for COSMO Project Construction, the standard COSMO Project Manufacturing methods of Invoicing Planning or Sales Order processing are used for invoicing.
The following table describes a sequence of tasks, with links to the topics that describe them.
| To | See |
|---|---|
| Use an template in a job for standard calculations of invoicing processes. | Invoicing Template |
| Use the Standard Invoicing model to invoice by sales order. | Invoice by Sales Order |
| Use the Cumulative Invoicing model to create partial invoices for measurements as they occur during the construction process. | Invoice by Part Invoice |
| Copy construction information from one sales document to another. | Copy Construction Information with Sales Documents |
| Manage corrective credit memos in construction invoicing. | Process Credit Memos and Re-invoice |
| Reset accounting status in measurement lines for re-invoicing. | Reset Accounting Status for Re-invoicing |
| Use invoicing dashboards for all types of sales and purchase invoices for a job, including Down Payments, Final Invoices, Invoices, and Credit Memos. | Construction Invoice Plans |
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