Advanced Payment

With the SEMINE role of "Advanced Payment" the user will have access to the tab for advanced payment.
This is a separate role which is not a standard role. 
Contact [e-mail] if you require the role.

This feature is designed for documents that you'll have to pay multiple times. F.ex when a vendor sends a payment plan on the invoice.

After getting this role, you can go to any open invoice in SEMINE and select the tab for "Advanced payment".

For now, the only valid option is Payment plan and we'll later add split payment, but this option will depend on the ERP systems.

From the new tab, you can create new vouchers from this single invoice. 

You have to first create a base line for your payment plan, this is in case invoice is on one amount and the payment plan has a different amount. 

The first line will automatically suggest the same amounts as in the invoice, and after the first line is saved, the remaining amount will be updated. We'll come back how to make this balance but this. 

After first line is saved, you'll have the option to create more lines the same way, or you can use SEMINEs recurrence to automatically add information for you. 
Under recurrence you have two fields that needs attention before you hit "create". 

• Number of rows - This number indicates how many more recurrences you want to add. If you choose 10, the total will be 11. 10 recurrences + 1 base line. 
• Frequency - This will determit how often the recurrences will be created.
  • Monthly - This will add one month to each recurrence to posting date and due date. Issue date and amount will stay the same.
  • Quarterly - This will add three months to each recurrence to posting date and due date. Issue date and amount will stay the same.
  • Semi-annual - This will add six months to each recurrence to posting date and due date. Issue date and amount will stay the same.
  • Annual - This will add one year to each recurrence to posting date and due date. Issue date and amount will stay the same.

After you hit "create" the payment plan will be generated, and if you find out you want to do some changes or delete some of the payments you can do this before posting. 

And now recall the "remaining payment plan amount". Down on invoice lines you will have an column for "payment plan", this might be hidden if you haven't changed your view. 

Examples

In the examples I will only use accounts as example, but this is also applicable for other values as dimensions or projects (project module).

In this column you define how much of the total amount that should be placed on the different invoice lines. 

Example 1

In this example I want to devide the payment plan as 50/50 on the different accounts (even though the the accounting is ca 77/23).

So in this case the actual invoice will be booked as the invoice lines say, but the 11 payments we created earlier will be booked 50/50 on the accounts of 6300 and 4000.

And as you have added 100% of the amount in first line of the payment plan you can see that the remaining amount is now 0,-

Example 2

Another example can be that I want to book the invoice on those accounts, but I want the payment plan to be booked on a complete different account. 

Then you add a new line, make sure the normal total amount is 0,- and add the whole amount for the payment plan to that line: 
So here will the actual invoice be booked 77%/23% on accounts 6300 and 4000. And the 11 payment plan invoices will be booked on account 7010. So 11 invioces of 10.000,- to account 7010. 

At last, when posting the invoice the controller will get a warning before posting. 

When the original invoice is confirmed posted in ERP, SEMINE will create the new invoices with new invoicenumber "#invoicenumber"-"#payment". 
Here is one example: