Specify Invoice Settings for a Sales or Purchase Contract

This activity is only required if partial invoices will be created for despatch orders or if costs will be reinvoiced. See Invoices and Costs and Service Charges.

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

Activity Steps

Open the Sales Contract or Purchase Contract.
Select the Contract Settings node.
Select whether to Allow Partial Invoicing. Sets the default value for Allow Partial Invoicing for any standard Despatch Order (that is, not a parent or child despatch order) created for this contract. Default: Unchecked.
Select whether to Reinvoice Costs.
If checked, when a despatch orders is created:
- On the Service Charges » Costs tab of the despatch order:
  - Reinvoice Costs is checked by default.
  - Cost rate details that were configured in the contract terms are auto-reinvoiced.
  - Applicable service charge rate details that were configured in the contract terms are auto-reinvoiced. Service charge rate details that are not applicable to the despatch order (for example, because the service reference date falls outside the rate period) are not auto-reinvoiced.
- If the despatch order is a source despatch order of a data link that has Cost Mirroring set to Full or Prorated By Quantity, the reinvoiced costs (but not the original rate details) are auto-mirrored.
Note: Cost and service charge rate details for which the Provider is the organisation of the sales or purchase contract are not auto-reinvoiced. However, these original rate details are auto-mirrored if cost mirroring is configured for a data link.
If unchecked, Reinvoice Costs on the Service Charges » Costs tab of despatch orders is unchecked by default.
Default: Unchecked.
Click Save.