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Deliver project transactions

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For these transactions a transport note will be printed instead of an invoice. To do this you have to create a sales order for the selected project transactions. The actual printing of the transport note will be done in IBS Distribution for the sales order that you have created.

This function can be useful if you are invoicing an invoice plan, but still would like to create a transport note for the included transactions. See Invoice a project invoice plan for more information.

Note: This is only possible if the Invoice and Time/Mtrl fields are set to NO for the project transaction.

  1. Select the Deliver and invoice project transactions menu item.
  2. You access Project transaction, delivery and invoicing. Complete the following fields:
    3. Project number
    Enter the project number to be delivered.
    Invoicing FOC
    Set to YES indicating that a delivery note is to be created.

    Click OK.

  3. You access Project transaction, Delivery. Select the transaction that is to be delivered and click Select.
  4. You access the second Project transactions, Delivery panel. Select the line that is to be invoiced and click Select. The lines that are selected for invoicing are marked with YES in the S field. Click Summary to access an overview of the selected lines.
  5. You access the third Project transaction, Delivery panel.

    6. For service and activity lines, the item defined in the Service code table or Activity code table will be used here.

    If more than one transaction is selected that refers to the same element line, transaction quantities will be added together and an average cost and sales price will be calculated.

    Click Processing to start the sales order creation.

  6. You access Sales order creation. Complete the following field:
    7. Order type
    Enter the order type of the created sales order. Note: The Update stock on hand field must be set to NO, and the Transport note field must be set to YES in the printing options for batches for the selected order type. If transactions with negative quantities are selected, you must enter a credit order type. For positive quantities, select a debit order type.

    Click OK.

  7. You access the Work with sales order routine. A sales order has been created based on all available information in the project header. The project number is used as a reference in the sales order line. Complete the sales order line information if necessary.
  8. When all relevant sales order line information has been entered, you will return to the Project transaction, delivery and invoicing panel where the created sales order number is displayed. Exit the routine.

    9. Result
    You have now created a sales order for the selected project transactions. The actual printing of the transport note is done in IBS Distribution for the sales order that you have created. See About printing delivery/shipping documents for information about how to print the transport note for the sales order.

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