Collective Invoice
In TRASER DMS 365, you have the option to combine multiple sales or service shipments for the same customer into a single collective invoice. The prerequisite is that at least two shipments have been posted but not yet invoiced. Collective invoices enable more efficient processing by requiring only a single document to be created, sent, and processed internally. Please proceed as follows to create a collective invoice:
Note
Before creating collective invoices for a customer, you need to activate the Combine Shipments toggle switch on the customer card in the Shipping FastTab. It is not possible to activate this toggle switch retrospectively for documents that have already been created.
- Use the quick search (ALT+Q) to find the Combine Shipments page.
- In the Options FastTab, configure the settings as outlined in the following table:
| Option | Description |
|---|---|
| Posting Date | Specify the posting date for the collective invoice generated through batch processing in this field. |
| Document Date | Specify the document date for the collective invoice generated through batch processing in this field. |
| Calc. Inv. Discount | Activate this toggle switch if the invoice discount amount should be calculated automatically for the shipment. |
| Post Invoices | Activate this toggle switch if the created invoice should be posted immediately. |
| Only Std. Payment Terms | Activate this toggle switch if only shipments with standard payment terms should be taken into account for the collective invoice. If you activate this toggle switch, all other shipments must be Invoiced manually. |
| Copy Text Lines | Activate this toggle switch if text lines from the shipment (lines of type Comment) should be included in the collective invoice. |
| Combine Sales Shipments with different Dimension Set IDs | Activate this toggle if multiple shipments with different dimension set IDs should be combined into a single collective invoice. |
| Include External Document No. | Activate this toggle switch if the line description should be extended to include the external document number. |
- If needed, you can filter by customer number in the Filter: Sales Order FastTab, for example when creating a collective invoice for a specific customer only.
- If needed, you can filter by posting date in the Filter: Posted Sales Order FastTab, for example to include only posted sales shipments up to a certain posting date in the collective invoice.
- Click OK to create the collective invoice.
- A dialog window displays how many collective invoices have been created. Click OK.
You have successfully created one or more collective invoices, which you can view on the Sales Invoices page.