General process for Advance Payment Requests using Advance Payment Plan with measurementsGeneral process for Advance Payment Requests using Construction Invoicing Plan with measurementsFeedback

General Processes

The general processes for creating advance payment requests with measurements using the different pages are described in this section to provide a quick reference. Detailed steps are provided in the following sections.

General process for Advance Payment Requests using Advance Payment Plan with measurements

The general process for creating advance payment requests using the Advance Payment Plan with measurements is described below.

1. Create Sales Order:
   • Invoice Base: Measurement
   • Invoice Model: Cumulative
2. Create/register Measurement Document.
3. Create Advance Payment Plan.
4. Create Advance Payment Plan Line with Modality of Type = Absolute or without Modality of Type = Absolute.
5. Run Calculate Measurement action and filter Measurement Lines as needed.
6. Enter or select Net Deductions (for cumulative invoicing Net Amount of the previous Payment Plan Line).
7. Create unposted Sales Invoice from Advance Payment Plan.

The Final Invoice is processed as in COSMO Project Construction by using the Take over Measurements function in the Sales Order.

For detailed processing steps, see Process Advance Payment Request from Advance Payment Plan with Measurements.

General process for Advance Payment Requests using Construction Invoicing Plan with measurements

The general process for creating advance payment requests using the Construction Invoice Plan with measurements is described below.

1. Create Sales Order:
   • Invoice Base: Measurement
   • Invoice Model: Cumulative
2. Create Advance Payment Plan.
3. Create Measurement Document and Register.
4. Create Construction Invoice Plan Sales.
5. Create Construction Invoice Plan Line with Down Payment type:
   • Run action Calculate Measurement.
   • Filter Measurement Lines (optional).
   • Calculate and apply Net Deductions.
6. Release Advance Payment.
7. Create unposted Sales Invoice from Advance Payment Plan.

The Final Invoice is initialized using the Final Invoice type in Construction Invoice Plan but finally processed by posting the Sales Order.

For detailed processing steps, see Process Advance Payment Request from Construction Invoice Plan Sales with Measurements.

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