How To Use Advanced Mode

By activating Advanced Mode it is possible to control when and how often each line on a contract should be included when Create document/planning lines action is selected. If advanced mode is enabled, the fields "Next Posting Date", "Invoicing Interval", "Starting Date", "Ending Date" is edited on the contract lines, otherwise the fields are edited on the contract header.

Step 1: Select to enable the Advanced Mode toggle on the General FastTab.

  1. Choose the search icon (ALT+Q), enter Contracts, and then choose the related link.
  2. Select a contract you want to enable Advanced Mode on.
  3. Enable the Advanced Mode toggle on the General FastTab.
Note

The Advanced Mode can only be used if the Collective Invoicing toggle is disabled.

Table of Content

Chapter Description
Next Posting Date Specifies the next planned invoice date and is updated when the most recent invoice is posted and calculated from Latest Posting Date and Invoicing Interval of the contract line
Invoicing Interval Specifies the period for how often you want the contract line to be invoiced. Needs to contain a number and a letter, for example 1M for every month, 3M for every third month and 1Y for yearly
Starting Date Specifies the start date from which the contract line is valid.
Ending Date Specifies the end date for which the contract line is valid.
Tip

Learn more about the Contract Lines

Step 2: Create the Invoice

Select the Create Document/Planning Lines action to create the invoice.

To create and post multiple contracts

  1. Choose the search icon (ALT+Q), enter Create Document from Contract, and then choose the related link.
  2. Enter a date in the field To Next Posting Date to (only) create documents or planning lines for contracts that has > an earlier date in the field Next Posting Date on the Contract Header.
  3. Set filters if you want to limit the contracts that the batch job will process.
  4. Select OK to create sales invoices.
  5. Choose the search icon (ALT+Q), enter Sales Invoices, and then choose the related link.
  6. Select the Post Batch action to post the invoices.
Tip

If you want to split the revenue over three periods you need to use a Deferral Code on the contract line. Set the Start Date on the deferral template to Posting Date as the starting period of the deferral will be calculated from the Next Posting Date on the Contract.

Note

As an example, if we want to have several lines on the contract with different invoicing intervals, follow the steps below.

  1. Set Starting Date and Next Posting Date and Invoicing Interval on Contract Line
  2. Add the new line and do the same setting as above but also set Invoicing Interval
  3. Post the invoice