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This activity allows you to define the functional defaults for the “Customer Direct Invoice” business component. Function defaults are set for the system to follow while raising the three types of invoices that is the direct invoice, miscellaneous invoice and the pack slip invoice. By default the system sets its own values. These functional defaults can be modified according to the requirements of the user.
This page allows you to set the functional defaults the first time you install this business component. You can set defaults for the finance book, in which the accounts must be posted. You can also set whether you want to modify the pay term while raising the invoice and the prefix that must be used along with the pay term. You can also set whether you want to allow the modification of the unit price of the item and ship the items immediately on authorization of the invoice. The system stores the login user ID and the system date along with modification details.
Select the “Set Function Defaults” link under the “Customer Direct Invoice” business component.
The “Set Function Defaults” page appears.
Enter the following fields:
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Allow Price Change |
Use the drop-down list box to set whether you want to modify the unit price of the part when the invoice is raised. The system displays “Yes” by default on launch of the page. |
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Modify Pay Term |
Use the drop-down list box to set whether you want to modify the pay term when the invoice is raised or not. The system displays “Yes” by default on launch of the page. |
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Pricing Applicability |
Use the drop-down list box to set whether the price of the part must be taken from the pricelist assigned to the customer or the pricing engine. You can select from “Price List Code” or “Pricing Engine”. |
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Include Tax / Charge for Pricing |
Use the drop-down list box to set whether the taxes / charges must be included in the price of the part by the pricing engine. |
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Include Discount for Pricing |
Use the drop-down list box to set whether discounts must be included in the price of the part by the pricing engine. |
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Allow Multiple Finance Book Postings |
Use the drop-down list box to set whether invoice postings have to be made in multiple finance books. The system displays “Yes” by default. |
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Default Finance Book |
Use the drop-down list box to set a finance book in which all the financial postings must be made for the login organization unit. All the finance books deployed in the login organization unit will be available for selection in the alphabetical order. |
Note: You must select the finance book if “No” has been set in the “Allow Multiple Finance Book Postings” field.
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Automatic Shipping on Authorization |
Use the drop-down list box to set whether the parts in the invoice must be shipped immediately after the invoice is authorized. The system displays “No” by default on launch of the page. |
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Pay Term Prefix |
The prefix to be used for the pay term (Alphanumeric, 5) |
Click the “Set” pushbutton to save the settings made.
The system saves the function defaults that have been set.
