Inforln.com ERP LN 10.4 Credit and Rebill Invoices Enhancements

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Dan Aldridge, ERP Software Evangelist, LION

The document describes Infor LN's new credit and rebill functionality. It allows users to cancel an issued invoice if an error is noticed, create a credit note to close the original invoice, and generate new billable lines that can be re-invoiced. The solution overview, details of master data, conditions, process, and limitations are covered. A demo of the credit and rebill process is also provided.

Software

1Copyright © 2014. Infor. All Rights Reserved. www.infor.comCopyright © 2014. Infor. All Rights Reserved. www.infor.com 1
Infor LN: Crediting and Rebilling Invoices
Enhancements
Rollout training
Campus Course Code: 02_0021040_EEN0474_ELN
August 2014
Ramamurthy Mahesh

2Copyright © 2014. Infor. All Rights Reserved. www.infor.com
Agenda
• Credit and Rebill
• Need
• Solution Overview
• Solution Details
• Master data
• Conditions
• Process
• Limitations
• Demo

3Copyright © 2014. Infor. All Rights Reserved. www.infor.com
Credit and Rebill - Need
• Scenarios
• Error noticed after an invoice is printed, Example – Text not filled correctly.
• Customer calls up and point out an error in the invoice, Example Tax ID of the
customer is wrong.
• Error in Printer – No invoice printed.
• No standard way to handle this currently
• Benefits of this functionality
• Standard way to cancel an issued invoice and restart billing process.
• Easy and saves time

4Copyright © 2014. Infor. All Rights Reserved. www.infor.com
• A standard way to handle rebilling
process, based on authorization.
• Original Invoice – Canceled
• Credit note created and linked to
the original invoice
• Billable line created which can be
invoiced again
Credit and Rebill - Overview
Invoice Amount Status
ACR 20140090 USD 2750 Posted
Credit and
Rebill
Invoice Amount Status
ACR 20140090 USD 2750 Canceled
RCN 20140005 USD -2750 Posted
ACR 30140095 USD 2750 Posted

6Copyright © 2014. Infor. All Rights Reserved. www.infor.com
Credit and Rebill - Conditions
• Credit and Rebill is allowed on Invoices subject to the following conditions.
• Invoice is posted
• Source document ( order / contract, …) should still allow changes.
• Financial periods of original invoice should be open.
• Original Invoice is still fully open. So no payments orcredit notes linked to it.
• Restriction on some types of invoices – Credit Notes, Internal invoices, …
• Invoice is not already replaced earlier or is a result of replacement
• User is authorized

7Copyright © 2014. Infor. All Rights Reserved. www.infor.com
Credit and Rebill - Process
• Select Invoice and choose option “Credit and Rebill”.
• Selected Invoice status is canceled.
• Replacement credit note is created to financially close the original invoice.
• Uses “Replacement Credit Note” transaction type from Parameters.
• Reference created between Replacement Credit Note and original invoice.
• Replacement credit note linked to original invoice.
• No balance left on original invoice as well as replacement credit note.
• Integration Transactions of the original invoice are reversed.
• COGS, Revenue Analysis…

9Copyright © 2014. Infor. All Rights Reserved. www.infor.com
Credit and Rebill – Limitations
• Credit and Rebill is not enabled for the following types of invoices
• Credit Notes
• Internal Invoices
• Invoice originating from another invoice( fe. interest invoice, debit credit note…).
• Self-Billed Invoices
• Inter company settlement invoices
• Advance Payment Requests
• Tax only Invoices
• Interest Invoices,…
• When credit and rebill is attempted on these kinds of Invoices, a message
is given to the user with reason for not allowing.

10Copyright © 2014. Infor. All Rights Reserved. www.infor.comCopyright © 2014. Infor. All Rights Reserved. www.infor.com 10
Demo

11Copyright © 2014. Infor. All Rights Reserved. www.infor.com

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