Sales and Purchase Documents
Fields and actions relating to the Construction Invoice Plans in sales and purchase documents are described in this section.
Note
The fields and actions visible on the sales and purchase documents depend on the setting in the Invoicing Feature field in the Project Construction Setup page.
Sales Documents
The sales documents with fields and actions relating to the Construction Invoice Plan Sales are the Sales Order, Sales Invoice, Sales Credit Memo, Posted Sales Invoice, and Posted Sales Credit Memo. Relevant fields are also on the Sales Order Archive.
Fields on the Construction Invoicing FastTab
The fields on pages are described in the following table.
| Field | Description |
|---|---|
| Measurement Summary Code | Indicates the measurement summary code created after the Calculate Net Amount from Measurements function is run for the Construction Invoice Plan Sales lines. |
| Measurement Amount (LCY) | Indicates the Total Amount based on all related Measurement Lines in the Construction Invoice Plan Sales lines. |
| Invoice Model | Indicates the invoice model assigned to the job or the sales order entered in the Sales Order No. field in the Construction Invoice Plan Sales header. This field cannot be changed if the sales document Status is Released. |
| Invoice Base | Indicates the invoice base assigned to the job or the sales order entered in the Sales Order No. field in the Construction Invoice Plan Sales header. This field cannot be changed if the sales document Status is Released. |
| Period of Performance From / Period of Performance To | Indicates the range of the measurement invoicing. |
| Reverse Charge Procedure | Determines if the invoice is subject to the reverse charge procedure. This field in not on the posted documents. |
| Reason for Credit Memo | Indicates the reason a credit memo was created; only on the Sales Credit Memo and Posted Sales Credit Memo. |
| Invoice Plan No. | Indicates the number of the Construction Invoice Plan. |
| Invoice Plan Line No. | Indicates the number of the Construction Invoice Plan Sales line. |
| Invoice Plan Line Type | Indicates the Type (Down Payment, Final Invoice, Invoice, Credit Memo) of the related Construction Invoice Plan Sales line. |
| Unposted Invoices / Posted Invoices | Indicates the posting status of the invoices created from the Sales Order. |
The Invoice Base and Invoice Model fields cannot be changed if the sales document Status is Released.
Actions on the Construction Invoicing Menu
On the Related menu, choose the Construction Invoicing action to access the Construction Invoice Plan and Deduction Calculation to access a related Construction Invoice Plan Sales or Deduction Calculation. These actions are not accessible if the sales document is not connected to a Construction Invoice Plan Sales line.
If a Construction Invoice Plan does not exist for the sales order, choosing the Construction Invoice Plan action will allow you to create one.
Purchase Documents
The purchase documents with fields and actions relating to the Construction Invoice Plan Purchase are the Purchase Order, Purchase Invoice, Purchase Credit Memo, Posted Purchase Invoice, and Posted Purchase Credit Memo.
Fields on the Construction Invoicing FastTab
The fields on pages are described in the following table.
| Field | Description |
|---|---|
| Measurement Summary Code | Indicates the measurement summary code created after the Calculate Net Amount from Measurements function is run for the Construction Invoice Plan Purchase lines. |
| Measurement Amount (LCY) | Indicates the Total Amount based on all related Measurement Lines in the Construction Invoice Plan Purchase lines. |
| Invoice Model | Indicates the invoice model assigned to the job or the purchase order entered in the Purchase Order No. field in the Construction Invoice Plan Purchase header. This field cannot be changed if the purchase document Status is Released. |
| Invoice Base | Indicates the invoice base assigned to the job or the purchase order entered in the Purchase Order No. field in the Construction Invoice Plan Purchase header. This field cannot be changed if the purchase document Status is Released. |
| Reverse Charge Procedure | Determines if the invoice is subject to the reverse charge procedure. This field in not on the posted documents. |
| Invoice Plan No. | Indicates the number of the Construction Invoice Plan Purchase. |
| Invoice Plan Line No. | Indicates the number of the Construction Invoice Plan Purchase line. |
| Invoice Plan Line Type | Indicates the Type (Down Payment, Final Invoice, Invoice, Credit Memo) of the related Construction Invoice Plan Purchase line. |
Actions on the Construction Invoicing Menu
On the Related menu, choose the Construction Invoicing action to access the Construction Invoice Plan and Deduction Calculation actions to access a related Construction Invoice Plan or Deduction Calculation. These actions are not accessible if the purchase document is not connected to a Construction Invoice Plan Purchase line.
If a Construction Invoice Plan does not exist for the purchase order, choosing the Construction Invoice Plan action will allow you to create one.
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