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Kathy Barthelt
/ Categories: Infor LN & Baan Tips

Infor LN & Baan Tip: All About Invoicing Methods

Invoicing Methods are a set of parameters that define the types of orders and order lines that can be collected on an invoice, the type of invoice to be generated and the costs to be aggregated on Project invoices and Service invoices.

If options to combine tax codes, departments, sales representatives' line of business area, etc... are checked, LN will combine all available transactions ready to be invoiced that have different tax codes departments, sales representatives, etc...into only one invoice.

If options to combine sales orders, sales order types, and shipments are checked then all sales orders that are created for the same business partner where the shipment and/or sales order type is different will be combined into one invoice.

For example:

  1. If sales order SLS001 is created for BP BP1000 with 2 lines where each line has a different shipment number, and the invoice method is combining shipments, both lines will be part of the same invoice. If the option to combine shipments is not checked then LN will create an invoice per shipment.
  2. If sales order SLS001 is created for BP BP1000 with 2 lines and 2 different shipment numbers and sales order SLS002 is created for the same BP with a cost item, LN will create one invoice for both orders if the option to combine sales orders and shipments is checked. If only the option to combine sales orders is checked then 3 different invoices will be created as all 3 lines will have different shipment numbers. If they have different sales order types and this option is not checked on the invoice method session then also 3 invoices will be created but if it is checked along with sales order and shipment number then only one invoice will be created.
  3. If we take scenario 1 again and both lines have different tax codes and the option to combine tax codes is not selected then LN will create a separate invoice for each line based on the tax code.
     

Note: In the case that the Business Partner Tax Country is different, even if we select combine tax codes, the system will create a separate invoice based on the Business Partner Country to full the statutory compliances for that BP country.

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Tips:  LX | BPCS | M3

Tips: LN | Baan

For years, paper work instructions have been a standard part of manufacturing. They were easy to distribute, simple to update, and familiar to operators.

But manufacturing has changed. Products are more complex, customer expectations keep rising, and as experienced employees retire, new hires often need to become productive faster than ever before. As a result, many manufacturers are rethinking how information is delivered on the shop floor.

The Challenge with Paper

Paper work instructions create several common challenges:

  • Multiple versions of the same document
  • Outdated instructions remaining at workstations
  • Time spent searching for the correct information
  • Longer training periods for new employees
  • Inconsistent processes between operators

On their own, none of these seem like a major problem, but together they add up to real quality and productivity issues.

A Shift Toward Digital Work Instructions

One trend we're seeing across the manufacturers we work with is a move toward digital work instructions. Rather than relying on printed documents, operators receive the latest approved instructions directly at their workstation, along with supporting images, videos, and other visual aids. This helps ensure every operator is working from the same information, every time.

Manufacturers making this shift are also gaining new capabilities they didn't have with paper: capturing production data directly from the shop floor, improving traceability, and supporting standardized work across shifts and facilities.

What Manufacturers Are Reporting

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