v46 - Create Detailed Invoice

v46 - Create Detailed Invoice

Introduction

This development was done to allow an external system or person to create an invoice like a person would if they were logged into printIQ
Most of the functionality that is available on the create invoice page is available through the new endpoint. The idea is that you can replicate the same invoice through both methods. 
This is only to create an invoice not to update an existing invoice.

Important information

Endpoint: /api/QuoteProcess/CreateDetailedInvoice
Payload Structure: See end

Limitation and Notes


The customers’ requirements were for only supplier invoices, but we have expanded it to sales as well
This endpoint is only to create an invoice and not to update an existing invoice
All normal invoicing restriction you would find on the create invoice page should be the same here
You can only override an actual amount when invoice a specific IPO line, job operation or Sales order item. The reason for this is that when you invoice a job for example it could create more than one invoice line, e.g., Invoice by operation, and we would not know how to interpret how that actual override should be used.
A login token is required to call the endpoint which has an associated user. A supplier user is only able to invoice item relating to that supplier
You can invoice more than one item at a time
Cannot mix sales and supplier items
You cannot choose the line number for each item, relating to when an item produces more than one item. 
You can create manual lines, just pass in no specific item. You are required to pass in one of Description/Title/Reference, a quantity more than zero and an actual. If you are only adding manual lines then you also need to pass a customer code.

Payload Details






Payload Structure (You can find this in swagger)

  2. {
  3.   "Invoice": {
  4.     "InvoiceNumber": "string",
  5.     "DateInvoiced": "date",
  6.     "DueDate": "date",
  7.     "Reference": "string",
  8.     "CustomerCode": "string",
  9.     "Mode": "string",
  10.     "CurrencyCode": "string",
  11.     "Description": "string",
  12.     "Notes": "string",
  13.     "InvoiceCreationStatus": "string",
  14.     "InvoiceLines": [
  15.       {
  16.         "JobNumber": "string",
  17.         "SalesOrderNumber": "string",
  18.         "OutsourcePurchaseOrderNumber": "string",
  19.         "InventoryPurchaseOrderNumber": "string",
  20.         "InventoryPurchaseOrderLineKey": 0,
  21.         "ProductionOperationKey": 0,
  22.         "SalesOrderItemKey": 0,
  23.         "Title": "string",
  24.         "Description": "string",
  25.         "Quantity": 0,
  26.         "ItemCode": "string",
  27.         "GLAccount": "string",
  28.         "TaxType": "string",
  29.         "Actual": 0,
  30.         "Mode": "string",
  31.         "Reference": "string",
  32.         "LineNumber": 0
  33.       }
  34.     ]
  35.   }
  36. }


    • Related Articles

    • Invoicing Method Dropdown Selection (applies to Detailed Invoicing only)

      The following applies when invoicing by operation only (Detailed Invoicing) the quantity on each operation line can be controlled by IQ. The Invoicing Method can be configured for Guillotines, Presses and Operations. When invoicing by job, the ...

    • Create User

          This is where you enter the details of any ‘user’ you wish to add into printIQ. All this is managed under Users>Create User at the top of the screen.     To create a new user, click ‘Create User’ and the following box will appear:     Compulsory ...

    • Partial Invoice

      When you need to partially invoice a job you need to use the ‘Misc Charge’ function in the job details page: NOTE: if you want to invoice a percentage of the cost: Refer to the quote to see the full cost. Click the quote link to see the quote: ...

    • Supplier Invoice

      Supplier Invoice Your Purchase Invoices can be found under the menu item Accounts > Manage Invoices. All suppliers should be loaded under the FACTORY site. Customers should be loaded under the relevant Business Sites, if there is more than one. In a ...

    • INVOICING - Void an Invoice & Invoice Lock Down

      VOID AN INVOICE You can only void an invoice that is in Draft. If the invoice is approved or sent then you would need to create a credit note against it and re-create a new invoice. If the invoice has not been sent to your customer, after you create ...