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IMOS On-Prem - Create Invoices

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The Create Invoices list displays all invoices or partial invoices that were generated but not created in Operations.

In the Financials module center , under Transactions, click Create Invoices.

Creating Invoices

  1. From the Invoice Type list, select the type of invoice you want to create.
    • To view invoices from a particular date through today, in the Dates From filter at the top right of each list, select a date.
      NoteOn the Create Freight Invoices list:
      • An additional Voyage Commencing Dates From filter defaults to the last 3 months.
      • If an invoice has no BL Date, the Arrival Date at the cargo-handling port is used for the filter comparison.
  2. Do one of the following:
    • To create a printable invoice, in the Action column, click Create Invoice or Create Relet Invoice.
    • To create more than one invoice at a time, select the check box in front of each invoice you want to create and then click Create Invoice at the top of the list.
  3. When the invoice appears, enter at least the Vessel Name and Code; Owner, Charterer, or Receiver; and Invoice Date.

Additional Information

  • To issue an invoice with the bank details of a certain company, specify that company in the Via Company field. The bank selection will be limited to that company.
  • If the invoice is not ready for approval, change its status to Pending before saving, so you can continue to edit it.
    • If the status is Actual, a saved invoice can be approved; if your system is not configured to use the approval process, the invoice can be posted.
    • If the status is Pending, a saved invoice can still be edited and submitted for approval later.

List Functions

The Create Invoices list is a standard IMOS list, so you can sort it, filter it, do a Quick Search, and create custom Views for it.


 Related Configuration Flags
FlagDescription
CFGPromptInvoiceCreateWhenAllCargoBLEntered

Display a Create Invoice link for Freight Invoices when BL quantities are entered in all Load ports of the cargo, and not just the first one.

CFGActJournalFXThreshold

When non-zero, Exchange Rate Difference line will be created for journals and invoices where total amount is zero if sum of line items in base currency is not equal to zero. If absolute value of such sum is greater than the value of this flag, user will be prompted to create Exchange Rate Difference line. In addition when non-zero, payment bank amount may differ from the sum of line items in bank currency.

CFGReportLocale

If specified (e.g. as "en-US"), determines the locale used in displaying XSL and XFD reports. If blank or invalid for XSL reports, the system's culture settings will be used.

CFGXFDInvoiceTemplateDateFormat

Specifies the XFD date format for invoices and other XFD-based stylesheets. Defaults to: 'date:MMM dd yyyy' when empty and no CFGReportLocale is used.

CFGXFDInvoiceTemplateNumberFormat

Specifies the XFD number format for invoices and other XFD-based stylesheets. Defaults to: 'number:#,###.00 th:, dec:. sign:()' when empty and no CFGReportLocale is used.

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