CIL - Sales Invoice List

Meta Process

In this process, various posted invoices and credit memos are collected in the form of a list in order to forward them or print them afterwards.

graph LR;

%% Nodes
A(CIL<br>Sales Invoice List)
B(CIL-0010<br>Create document header)
C(CIL-0020<br>Prepare lines)
D(CIL-0030<br>Release document)
E(CIL-0040<br>Transmit document)

%% Flow
A -.- B
linkStyle 0 stroke:#ffffff
B ==> C
C ==> D
D ==> E

%% Classes
class A btProcessTitle
class B,C,D,E btProcessActive

CIL-0010 - Create document header

The system assigns a unique document number taken from a number series. After entering the document date, various filters can be defined, for example date filter, association number, and customer filter, in order to include the relevant invoices and credit memos.

Incoming processes:

• CIN - Customer Invoice Processing

CIL-0020 - Prepare lines

Using the function “Calculate”, the system determines the posted sales invoices and credit memos according to the filters specified in the header. Lines that are not intended to be transmitted in the invoice list can then be deleted.

CIL-0030 - Release document

After entry is complete, the status of the document is changed to “Released”. This ensures that no subsequent changes are made to the recorded document.

CIL-0040 - Transmit document

After release, the document is printed, sent by email as a PDF, or the related invoices and credit memos are transmitted to the EDI partner via OUT INVOIC. In the case of OUT INVOIC, the invoice list document number acts as the bracket for all assigned invoices and credit memos.

Outgoing processes:

• EOR - EDI OUT INVOIC

Instances

See meta process