EX050 Extended Combine Shipment

The Extended Combine Shipment app, after making a specific setup, allows to indicate how to group documents, to whom to issue the invoices, how often to invoice

Quick Guide

StepDescription
1Create an ECS invoicing method.
2Choose in a Customer or ECS Setup a Billing Method.
3Run the report Extended Combine Shipments (ECS).
4View in Sales Invoices the invoices created.

Introduction

The Extended Combine Shipment (ECS) app is used as a substitute for the standard Business Central function “Cumulative Invoicing” and allows you to:

• Define “invoicing methods” to specify the grouping criteria of documents based on the customer. • Set invoicing frequency to determine the shipping recovery period. • Speed up the process of generating preliminary sales invoices. • Schedule the invoicing process. • Subject the invoicing process to Data Security Workflow. • Assign a specific document class to invoices generated automatically by ECS.

Summary

Press ALT + Q and type “ECS” to see a list of features involved:

Note

The deferred invoice must be issued and recorded by the 15th day of the month following the month in which the goods are shipped/delivered or the services are actually performed. It will still be necessary to indicate the reference month for the service, in fact legally the transaction will be part of the periodic settlement of the reference month and the VAT must be paid by the 16th of the following month. Example: if the payment for a given service was made in May, even if the invoice is issued in deferred mode on June 15, the transaction will fall under the periodic settlement of May and the VAT will have to be paid by June 16. Precisely because of the existence of the latter obligation, which makes subsequent tax management complicated, it is now standard practice to invoice by the end of the month (typically on the last business day) and not defer in the following 15 days.

Subscriptions

Some features of this app require a subscription.

The subscription can be activated from Subscription control panel page or directly from the notification messages that the system proposes, by clicking on the link that allows you to start the subscription wizard.

In details:

  • FREE-TRIAL-DEMO version: it’s automatically activated at first request and gives full access to all features. This trial expires after 20 days from the activation

  • FULL VERSION: it’s possibile to buy a full version that will last for 12 months following the wizard and accessing to the EOS AppStore.

See www.eos-solutions.it website for more information.

Extended Combine Shipment - Setup

Setup the default invoicing method

Invoicing Methods

Set up the invoicing methods

Create invoices

Create invoices

Examples

Invocing examples

Planned invoicing (ECS)

Planned invoicing (ECS)


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