Specify Invoice Fields for a Set of Contract Terms

These values are used to replace the default values of MineMarket fields; for example, when the text on invoices must match the wording in another document, such as a bank guarantee.

Invoice fields can also be specified for a despatch order if the alternative values are required only for some despatch orders.

When the invoice XML is generated for printing an invoice, MineMarket evaluates each field:

  1. If an invoice field value has been specified for a letter of credit, the invoice displays the value from the letter of credit.
  2. If there is no override from a letter of credit, but an invoice field value has been specified for the despatch order (DO), the invoice displays the value from the DO. Overrides can be specified in parent despatch orders (PDOs) and child despatch orders (CDOs). If a CDO is being invoiced, and has no invoice field value, the value in the PDO is used.
  3. If there is no override from a DO, but an invoice field value has been specified for the applicable set of contract terms, the invoice displays the value from the contract terms.
  4. If there is no override from the applicable set of contract terms, the invoice displays the value from the MineMarket object (for example, the product name or organisation details).

Security Note: You need the Allow contract maintenance security right in the Contracts domain security rights group for this activity.

Activity Steps

  1. Open the Sales Contract or Purchase Contract.
  2. Expand the required set of contract terms.
  3. To add a blank set of invoice fields, right-click the Invoice Fields node and select New from the menu.
  4. To copy a set of invoice fields from another set of contract terms:
    1. Right-click the Invoice Fields node of the source set of contract terms and select Copy from the menu.
    2. Right-click the Invoice Fields node of the destination set of contract terms and select Paste from the menu.

      Values are copied from the source set of invoice fields; however, the Buyer and Seller fields display the buyer and seller of the destination contract.

  5. Complete the following fields for the buyer as required.
    • Buyer Name
    • Buyer Address
    • Buyer City
    • Buyer Province
    • Buyer Country
    • Buyer Postal Code

    Note: Click the ellipsis (...) for a field to open a larger text entry and viewing area if required.

  6. Complete the following fields for the seller as required.
    • Seller Name
    • Seller Address
    • Seller City
    • Seller Province
    • Seller Country
    • Seller Postal Code
  7. Complete the following fields for the bank as required.
    • Bank—The bank for which to use any of the related fields if they display on an invoice, instead of the name and address details that are specified for the bank in the Bank Editor. Select from the banks associated with accounts on the Banking Details tab of the buyer Organisation or Company.
    • Bank Name
    • Bank Address
    • Bank City
    • Bank Province
    • Bank Country
    • Bank Postal Code
  8. To override a location:
    1. Right-click in the Location Mapping table and select New from the menu.

      The location overrides are applied to the despatch order XML object's LoadingPoint, CountryOfLoading, UnloadingPoint, CountryOfUnloading, OriginName and DestinationName nodes.

    2. Select the Location for which to use the Location Name and Location Country instead of the details specified on the applicable location type's screen. Select from the locations defined on the Supply Chain panel of the Solution Explorer.
    3. Complete the following fields as required.
      • Location Name
      • Location Country
  9. To override a product:
    1. Right-click the Product Mapping table and select New from the menu.

      The product overrides are applied to the DespatchedProduct XML object's DespatchProduct node.

    2. Select the Product for which to use the Product Name and instead of the name specified for the Product or Brand. Select from the products and brands defined on the Material panel of the Solution Explorer.
    3. Update the Product Name.
  10. Complete the remaining fields as required.
    • Currency—The currency for which to use the Currency Symbol instead of the symbol specified in the Currency/Exchange Editor. Select from the currencies defined in the Currency/Exchange Editor.
    • Currency Symbol—The currency symbol field override is applied to the despatch order XML object's InvoiceCurrency node.
    • Delivery Term—The delivery term field override is applied to the despatch order XML object's DeliveryTerm node.
    • Notes—The notes field override is applied to the despatch order XML object's FreeText node. The maximum length is 2000 characters.
  11. Click Save.