Costpoint Online Help

Using the Help Search
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Create Invoices

Use this screen to generate invoices for all or a range of catalogs, customers, issues, packing slips, projects, or sales orders.

Costpoint prints an invoice report at the end of the generation process. Use the Manage Invoices screen to immediately modify and print the invoices that are created on this screen, or to create new invoices.

You can create invoices for one or all line types, including recurring lines, and by sales order and shipping transaction, where applicable.

For SO lines with component processing, if a prior invoice exists for a SO line, subsequent new invoices created may or may not include costs from component issues made after the prior invoice, depending on whether those costs were already posted via Post > Component COGS Corrections option on the Post Sales Order Journal screen.

For SO lines with component processing, for subsequent invoices created after initial invoicing, issues that were already posted using the Post Component COGS Corrections option are associated with the invoice number referenced at the time of posting of the issue cost, even though subsequent invoice quantity adjustments are made referencing this new invoice number. Deletion of the new invoice/line reverses the invoiced quantities, but does not affect the posted costs of such issues posted through a different invoice.

Since cost of issues can be posted to the COGS accounts, even after an invoice was already created (when the Allow invoice for partially shipped component lines option is checked), the sales group abbreviation's clearing account/organization does not necessarily have to match the COGS account/organization.

When creating invoices, this application checks the owning organization setting on the Manage Sales Group Abbreviations screen for all project postings.

  • If the Use Project Owning Org check box is selected, Costpoint uses the owning organization of the project to be actually charged (not necessarily the SO line charge project) in the appropriate transaction tables. 
  • If the Use Project Owning Org check box is cleared, Costpoint uses the sales group abbreviation organization.
Note: For Accounts Receivable and Liquidation accounts, Costpoint uses the organization that is saved in the SO Invoice Header in the invoice.

You can generate invoices only for approved sales orders. You can create invoices on orders with invoice-only line types, miscellaneous line types, and recurring line types as soon as they have an approved status. You must ship orders with inventory line types and in-transit line types before creating invoices. You cannot create invoices for shipment transactions with a Ship Status of Pending or Hold Shipment on the Manage Shipping Transactions screen. You must issue to sales orders with drop-shipment line types before creating invoices.