I have a project that is split 50/50 between two customers. I chose customer split bill as the bill type, noted the customer IDs and percent per customer for the project. How do I produce the invoices. When I go into Flex Bill > Invoice & Adjustment Maintenance screen and click Display no line items appear. Is there a box I didn't check or something?
Thanks for any help.
Laura
*This post is locked for comments
Hello Mark,
The problem is that the detail records are already loaded into the PJINVDET table. Then the Automatic Invoice Creation process was run AIC to create the invoice headers and then they are drafts.
You can only "delete" the headers (unless the draft was entered manually in the Invoice/Adj. Screen) So the detail lines remain.
You can write down these transactions in Invoice and adjustment Maintenance.
Reenter the transactions in Project Charge Entry
Reallocate
Reload with the correct number of customers/percents
Recreate the invoice drafts.
or
Manually adjust each invoice to be the correct amount or manually create a New invoice for the missing customers for the correct amount.
So in short, there isn't a way to "correct" the invoice. You would need to recreate it as I suggested above.
Hi, I have this same issue at my customer who needed to change the split percentages after the invoice was already created. what is the method to "correct" or update the percentages? I understand the limitation, but not a way out. My customer is very worried about this functionality since most of their international invoices are going to be SPLIT bills.
Thanks in advance!
Mark
Hello Laura,
Did you run Automatic Invoice Creation? This is from the help file:
The Customer Split Bill tab is used for splitting a project’s invoices into multiple invoices using Automatic Invoice Creation (BI.AIC.00) for sending to different customers. The billing items for the billing project are split into separate invoices for each customer according to the percentages in the Split Bill table (PJBILLSB). Note that if a project uses the split billing feature, all split invoices must be for the same billing currency. Each record in this table contains a percentage and a customer ID up to a maximum of 20 per billing project. The total of the percentage values must add up to 100.
When Automatic Invoice Creation (BI.AIC.00) processes an open billing item for a project with this billing type, the billing item is divided up according to the percentages and assigned to different invoices based on the customer. The program then creates new billing detail records to reflect the split. One exception to this process is that if an item has been split by Automatic Invoice Creation (BI.AIC.00) and the split detail is then deleted from a draft using Invoice and Adjustment Maintenance (BI.BAM.00), it will be assigned to the next draft for that same customer when processed again by Automatic Invoice Creation (BI.AIC.00). In other words, it is not re-split since it has already been split by the previous process. If the Split Bill table has been changed and that customer is no longer being billed, the item is skipped altogether.
#1
Community Member
136
#2
Mohamed Amine Mahmoudi
102
Super User 2025 Season 1
#3
REUser
8
Share
Report
All responses (
Answers (
