Batch Update Invoicing Status and Create Posting Documents

Change Invoicing Status for selected Agreements

1. In the Agreements In Invoicing and Documentation Activities in the Role Center, select the Status that Agreements should be updated from.

2. Select the Agreements that should be updated

3. In the dialog, select the status the Agreements should be updated to and confirm by clicking Yes.

   
   

   

4. The Invoicing Status of the selected Agreements is updated and the Activities tiles in the Role Center reflect this change.

Create Posting Documents for selected Agreements

1. In the Sales Agreement List for Invoicing and Documentation, select the Agreements that Posting Documents need to be created for.

2. Select Documents - Create Posting Documents for selected Agreements

3. The Posting Documents are created, based on the individual Delivery Agreements Posting Document Type.

4. The Posting Document can be accessed via the link in the Sales Documents column.