Infor LN training material: LN has a completely new Invoicing 360 module that has all the billable (shipped not invoiced) lines from the various operations modules (Sales, Service, Projects, etc.) all on one screen. Here you can print draft invoices, pick and choose which shipments to invoice and filter by customer or sales rep. You can also see all the invoiced lines along with the items, orders, shipments, etc. and export them to Excel for easy sales reporting. For more enterprise software and manufacturing ERP presentations, visit us at http://inforln.com

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Learn Infor LN 10.2.1
Invoicing
Ramamurthy Mahesh

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Agenda
• Classic (Pre Infor ERP LN 10.2.1) and Enhanced (Infor ERP LN
10.2.1) Invoicing Architecture - Overview
• Differences – Classic and Enhanced Invoicing
• Enhanced Invoicing
• Invoicing from Invoicing 360
• Invoicing from Sales Order – through Invoicing 360
• Shipment based Invoicing
• Questions and Answers

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Classic Invoicing - Architecture
• Billable Lines spread across multiple sessions (and tables) –
depending on origin.
• No distinction between billable line and invoice line.

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Classic Invoicing
cisli205
(Invoice-Source
relations)
cisli207 (Invoice Advances)
cisli208 (Reference table –
confirmed invoice lines)
cisli209 (Tax Amnts by Tax Auth)
Interest Invoice
(cisli210)
Manual Sales Invoice -
header
cisli220
cisli225
(Manual Sales Invoice –
line)
cisli230
(Project Invoice - header)
cisli235
(Project Invoice – line)
cisli226
(Manual Sales Invoice – Int.
Tax)
cisli240
(Sales Invoice - header)
cisli245
(Sales Invoice – line)
cisli250
(Service Invoice - header)
cisli255
(Service Invoice – line)
cisli236
(Project Invoice – notes)
cisli246
(Sales Invoice – COGS)
cisli247
(Sales Invoice – Component
Lines)
cisli260
(Service Contracts - header)
cisli265
(Service Contracts – line)
cisli270
(Freight Invoice - header)
cisli275
(Freight Invoice – line)
cisli256
(Delivery Note by Service /
Freight Invoice)
cisli280
(Debit/Credit Notes -
Finance)
cisli290
(Rebate Invoice - header)
cisli295
(Rebate Invoice – line)
cisli206 (Tax Amounts by Tax
Codes)

6. Enhanced Invoicing - Architecture
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• Billable Lines stores billable lines of all origins.
• Deleted after posting
• Invoice Lines stored separately from billable lines.
• Invoice consists of
• Invoice Header (cisli305)
• Invoice Lines (cisli310)
• Invoice Lines – Additional Fields (cisli311)
• Invoice Satellites (cisli312)
• Invoice – Tax Details (cisli315)
• Installment Invoice Settlements (cisli320)

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Enhanced Invoicing
Invoice
Header
Invoice Lines Invoice
Additions
Tax Summary
Billable Lines

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Classic Invoicing vs. Enhanced Invoicing
Classic Invoicing Enhanced Invoicing
Billable Lines Spread over multiple
sessions.
Single session.
No quick overview of all
Billable Lines.
Billable Lines gives a
snapshot of those lines which
are not yet posted.
Deleted after invoices are
posted.
Invoice Lines Not present, instead
same set of tables stored
both billable lines and
invoice lines.
Stored separately linked to
the Invoice.
Identification of invoice
line cumbersome - made
up of multiple attributes.
Unique invoice line identifying
the transaction.
No overview of all
invoice lines linked to the
Invoice.
Invoice and all its lines stored
together giving an immediate
overview of the invoice.

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Classic Invoicing vs. Enhanced Invoicing
Classic Invoicing Enhanced Invoicing
Tax Lines No session available. Tax Details linked to Invoice
session to give an overview of
tax lines.
Installment
Settlements
No session available. Installment Invoice
Settlements linked to the
Invoice Session to give an
overview of Installment
Settlements.
Related
invoices
No session available. Related invoices session
integrated with Invoices
Session to show an overview
of Related Invoices. (Example
Credit note of a return order
linked to the original Invoice).

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Classic Invoicing vs. Enhanced Invoicing
Classic Invoicing Enhanced Invoicing
User profile No defaulting
mechanism (No user
profile).
Defaulting mechanism and
authorizations based on user
profile.
Tax Rate
Changes
No possibility to
influence tax rates after
billable lines are
released to invoicing.
Tax Codes can be changed in
Billable Lines (On Hold status)
based on authorization from
user profile.
Possibility to change the
Invoice date of a Composed
Invoice and recalculate
amounts based on the
changed tax and currency
rates.
Invoicing 360 No Invoicing Dashboard. Invoicing 360 available which
gives an overview of all
Billable Lines and Invoices.
Easy filtering on both Billable

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Classic Invoicing vs. Enhanced Invoicing
Classic Invoicing Enhanced Invoicing
Invoicing Billing Request need to
be created before
invoicing can be started.
No manual creation of Billing
Request needed.
Invoicing non-consecutive
billable lines
were tricky.
Billable lines can be marked
and user can create invoice
with a single click.
Possibility that more
billable lines are invoiced
than intended.
What you see is what you get.
Multiple user action
before invoicing can be
complete.
Fewer user actions to
complete invoicing.
Composing Composing multiple
origins (fe. Sales and
Freight) not possible.
Composing multiple origins
easy to set up.
No clarity of why Billable
Lines were not
composed together.
Fixed and variable composing
criteria in the Invoices session
show the reason for why

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Invoice
Invoice
Lines
Tax
Information
Installment
Invoice
Settlements
Related
Invoices

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Invoicing 360
Billable
Lines
Invoices
Summaries
of Billable
Lines and
Invoices

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Invoicing 360
Easy Filtering of
Billable Lines and
Invoices.

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Scenarios
• Invoicing from Invoicing 360
• Invoicing from Sales Orders – Zooming to Invoicing 360
• Shipment Based Invoicing (Contracts)

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Invoicing from Invoicing 360
• Use Filtering option to select Billable lines to be invoiced
• Filtering option from Invoicing 360
• Filtering option in Workspace
• Select Lines to be invoiced.
• Option – Preview Invoice to see the draft Invoice.
• Option – Create Invoice to compose, print and post invoice.
• Option – Compose Invoice to check composing criteria.

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Invoicing from Invoicing 360
Compose Print and Post
Billable Lines
Non-Consecutive
Billable Line
selection

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Invoicing from Sales Orders
• Zoom to Invoicing 360 via specific option Sales and Warehouse
Invoice data.
• Switch to financial company done automatically.
• Sales Order pre-filtered in Invoicing 360.
• Option – Preview Invoice to see the draft Invoice.
• Option – Create Invoice to compose, print and post invoice.
• Option – Compose Invoice to check composing criteria.

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Invoicing – Shipment Based
Invoicing
• Applicable only for Contract Deliverables.
• When Shipment is frozen:
• Original Invoice can be printed ( Invoice in a box).
• Draft Invoice can be printed.
• The invoice will have status “Printed” and will be blocked for
posting.
• When the shipment is confirmed, the Invoice will no longer be
blocked for posting.

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Invoicing – Shipment Based
Invoicing

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Invoicing – Shipment Based
Invoicing
Invoice blocked
for posting until
Shipment can be
confirmed.

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Invoicing – Shipment Based
Invoicing
Invoices
can be
posted
after
confirm
Shipment.

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Questions ?