Quick guide

Create invoices

Extended Combine Shipments (ECS)

To run the report that creates the invoices, type Extended Cumulative Invoicing in the Search menu:

Options

• Schedule Execution: Schedules the execution of the report via the job queue.
• Reference Date: Used by the “Invoicing Method” to filter within the “From Date”/“To Date” range.
• Copy Text Lines: Button that allows you to copy manually written text from the Shipment Lines onto the Invoices.

Invoice Data

• Posting Date and Operation Execution Date: If not filled in, the “Reference Date” will be used.
• Default Invoicing Method Code: Used only when the customer does not have a specific one. Specifies the grouping fields.
• Electronic Document Type: Used to generate all invoices with a specific TD set in the report.

Filter - Customer

The customer filter allows specifying filtering parameters for customer master data. For example, if you want to invoice only customers with a specific “Invoicing Method Code,” such as 1SHIP1INV, you can enter it directly in the dedicated field.

Filter - Sales Shipment Headers

The filter on sales shipment headers allows starting extended cumulative invoicing for a specific set of billable shipments.

Note:
If CWS shipments are active, filter using the field “CWS Shipment No."; if they are not active, use the field “No."

If a specific invoicing method has been set up in the customer master data (Billing tab), selecting that method in the report will enable filtering for all customers to whom it has been assigned.

Integration with Electronic Invoice for Italy

If the additional app Electronic Invoice For Italy (FTE) is installed, the field Electronic Doc. Type will also be visible, allowing the initialization of a specific electronic document type for the invoices generated by each execution of the procedure.

Integration with recurring sales lines

Operating modes:

Mode A – Separate service invoice

For each customer involved in the ECS invoicing session who has valid recurring lines (with “Manage in ECS” = true and consistent validity dates):

• ECS generates a single, separate sales invoice containing exclusively the selected recurring lines
• The invoice is created only once per customer, even if in the same ECS session N merchandise invoices have been generated for the same “Bill-to”
• The recurring services invoice is counted in the total number of invoices created by the ECS session

Mode B – Append to merchandise invoices

For each customer for whom one or more merchandise invoices are created in the ECS session:

• ECS adds the valid recurring lines (with the “Manage in ECS” flag active) to the customer’s merchandise invoices
• In the case of multiple merchandise invoices generated for the same “Bill-to” (e.g. split by ship-to, reason code, etc.), the appending takes place on all invoices generated by ECS

Note: if a customer has no valid recurring lines, no separate services invoice is created.

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