Process: Set invoicing terms

 

Flow

Legend

 

Objective

To set up the customer's invoicing requirements

 

Description

An invoice is a document that notifies the account holder that an order has been released for fulfillment under the user's account and lists the following information for that order:

A business account can record whether or not the invoice should be shipped by e-mail, regular mail, or included with a shipment. If the business account is configured to have invoices sent by e-mail, the invoice will be sent automatically when the pick batch for the release is generated.

Note: One invoice is generated for a release.

The Invoice terms and conditions specify the method for issuing the invoice. If the invoice is to be sent by e-mail, it is sent to the e-mail address of the Buyer contact for the account. If the Buyer contact does not include an e-mail address, the invoice is not sent. If the invoice is to be sent by regular mail or included with the shipment, use the generated XML data to print the invoices outside of WebSphere Commerce. The invoice can be viewed and printed using the Commerce Accelerator.

Business account terms and conditions can also configure the way an invoice is formatted for the business account. If this term is defined for a business account then all invoices for orders placed under this account will be formatted using the JSP file specified in the term and condition.

 

Features

 

Customization

The JSP file used for invoice formatting can be configured for a business account.

 

Edition

Enterprise

 

Tasks

Task Description Role
Request invoice creation (external)

Contact the IT department to create a JSP file to format invoices.

Account Representative
State invoicing terms

A business account can record whether or not the invoice should be shipped by e-mail, regular mail or included with a shipment. If the business account is configured to have invoices sent by e-mail, the invoice will be sent automatically when the pick batch for the release is generated.

The invoice terms and conditions specify the method for issuing the invoice. If the invoice is to be sent by e-mail, it is sent to the e-mail address of the Buyer contact for the account. If the Buyer contact does not include an e-mail address, the invoice is not sent. If the invoice is to be sent by regular mail or included with the shipment, use the generated XML data to print the invoices outside of WebSphere Commerce.

Account Representative

 

Business artifacts

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