Invoice Calculation Method Setup
You can create and set up invoice calculation methods modularly in TRASER Rental 365. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Invoice Calc. Methods page.
- Set up the invoice calculation method according to the table below.
| Column Name | Description |
|---|---|
| Code | Enter a meaningful code for the invoice calculation method in this column. |
| Description | In this column, you can enter a description of the invoice calculation method. |
| Manual Periods Allowed | Select this checkbox if it shall be possible to create invoice periods outside the specified invoice cycle. Lines in the invoice plan can be split or merged. If the checkbox is not activated, manual invoice periods are not possible. The set up invoice cycle is used. |
| Service Item Invoicing | Select how service item rent classes shall be invoiced. Option Standard: Rent breaks are shown and printed as a rental lines discount in the invoice plan. Option Interruption Separate: Rent breaks are shown and printed as separate rent break lines in the invoice plan. If there is a discount for a rent break, it will be shown as a separate credit memo line in the invoice plan. |
| Resource Invoicing | Select how resource rent classes shall be invoiced. Option Standard: Rent breaks are shown and printed as a rental lines discount in the invoice plan. Option Interruption Separate: Rent breaks are shown and printed as separate rent break lines in the invoice plan. If there is a discount for a rent break, it will be shown as a separate credit memo line in the invoice plan. |
| Item Invoicing | Select how item rent classes shall be invoiced. Option Standard: Rent breaks are shown and printed as a rental lines discount in the invoice plan. Option Interruption Separate: Rent breaks are shown and printed as separate rent break lines in the invoice plan. If there is a discount for a rent break, it will be shown as a separate credit memo line in the invoice plan. Option Item: In the invoice plan, all movements (e.g., deliveries and returns) are shown in detail as separate lines for each invoicing period. This provides better clarity. Printed invoices will also be displayed like this. |
| Service Invoicing | Select how service rent classes shall be invoiced. Option Standard: Rent breaks are shown and printed as a rental lines discount in the invoice plan. Option Interruption Separate: Rent breaks are shown and printed as separate rent break lines in the invoice plan. If there is a discount for a rent break, it will be shown as a separate credit memo line in the invoice plan. |
| Package and General Revenues Invoicing | Select how package based or contract based revenues shall be invoiced. Option Standard: Rent breaks are shown and printed as a rental lines discount in the invoice plan. Option Interruption Separate: Rent breaks are shown and printed as separate rent break lines in the invoice plan. If there is a discount for a rent break, it will be shown as a separate credit memo line in the invoice plan. |
| Invoice Correction | Select how rent class invoices shall be corrected. Option Credit + Debit: The original line in the invoice plan is canceled. A new invoice/credit memo line on the total amount is created. A new line based on the correction is created. Option With Partial Credit: The original line remains in the invoice plan. A correction line on the differential amount is created in the invoice plan. Consequently, there is no canceling of the total amount. Delta Correction: The delta correction works similar to the Credit + Debit option but can handle more complex cases where multiple factors trigger a correction (e.g., when the total rent period changes due to an early return and the rent object is also subject to a stair price that is affected as a result). In some cases, a difference amount can be credited or re-invoiced in a single line without having to issue a full correction. |
| Combine Interruption in Same Document | Select this checkbox if the interruption lines shall be added by default in the same document as the invoice line they belong to. If the option Combine Invoice and Credit Lines is deactivated in a rent contract, causing invoice and credit memo lines to be listed in separate documents, the interruption line will be shown on the document together with the invoice line. |
| Consumption Invoicing | Select how consumptions shall be invoiced. Only the Standard option is currently available. |
| Consumption Correction | Select how consumption invoices shall be corrected. Option Credit + Debit: The original line in the invoice plan is canceled. A new invoice/credit memo line on the total amount is created. A new line based on the correction is created. Option: Delta Correction: The delta correction works similar to the Credit + Debit option but can handle more complex cases where multiple factors trigger a correction (e.g., when the total rent period changes due to an early return and the rent object is also subject to a stair price that is affected as a result). In some cases, a difference amount can be credited or re-invoiced in a single line without having to issue a full correction. |
| Transport Invoicing | Select how transports shall be invoiced. Only the Standard option is currently available. |
| Transport Correction | Select how transport invoices shall be corrected. Option Credit + Debit: The original line in the invoice plan is canceled. A new invoice/credit memo line on the total amount is created. A new line based on the correction is created. Option: Delta Correction: The delta correction works similar to the Credit + Debit option but can handle more complex cases where multiple factors trigger a correction (e.g., when the total rent period changes due to an early return and the rent object is also subject to a stair price that is affected as a result). In some cases, a difference amount can be credited or re-invoiced in a single line without having to issue a full correction. |
| Exclude Cancelled Transport Documents | Select this checkbox if cancelled transport documents shall be excluded from invoicing. |
| Manual Correction for Changed Objects | Select this checkbox if no automatic correction shall be made for changed objects in the invoiced rent period. This correction then needs to be done manually. |
| Correction for Order Type Change | Select this checkbox if a correction shall be created for an order type change in the contract. |
| Blocked | Select this checkbox to disable this invoice calculation method from being selected in new documents. |
Selecting the invoicing logic
The desired invoicing logic can either be selected on the TRASER Rent Setup page or directly in the rent contract.
Note
It is not recommended to change the invoicing logic for already active or partially invoiced contracts.
Note
Changing the invoicing logic requires special user permissions.
To select the invoicing logic for TRASER Rental 365 on the TRASER Rent Setup page, please proceed as follows:
- Use the quick search (ALT+Q) to find the TRASER Rent Setup page in TRASER DMS 365.
- Navigate to the Invoice Settings register.
- Select the desired invoicing logic in the Default Invoice Plan Calculation Type field.
- Your settings are saved automatically.
- The selected invoicing logic is applied to newly created documents.
To select the invoicing logic for TRASER Rental 365 directly in the rent contract, please proceed as follows:
- Use the quick search (ALT+Q) to find the Rent Contracts page in TRASER DMS 365.
- Open the desired rent contract.
- Navigate to the Invoice Details FastTab.
- Select the desired invoicing logic in the Invoice Plan Calculation Type field. You might have to click More Options to view all fields.
- The invoicing logic then only applies to the respective contract.
Note
It is not recommended to change the invoicing logic for already active or partially invoiced contracts.
Tip
The active logic for the invoice plan is also shown in the header of the respective invoice plan.