Add a balance invoice item to an invoice

A balance invoice item is an invoice item of type Balance or Balance VAT. When you use the Add Balance Position functionality, the following occurs:

1. The system scans previously invoiced items of type Normal and VAT for the Purchase Order (PO).

2. The system groups the items by unique combinations of PO, project, legal entity, Value Added Tax (VAT) code, system, cost account, and payment plan position.

3. For each combination, a new balance invoice item is created.

Prerequisites

Before you begin, complete the following:

• For the invoice header, in the Invoice Header grid, in the General tab, ensure the value in the Status field is Created.

• For the invoice header, in the Invoice Header grid, in the General tab, ensure the value in the Invoice Type field is Final Payment.

• In the Invoice Header grid, in the General tab, in the Purchase Order field, ensure the invoice header is related to a PO.

• For the selected invoice, ensure the related PO has other invoices with items of type Normal and VAT.

To add a balance invoice item to an invoice

4. Navigate to the s53000 Invoice Verification screen.

5. To refresh the screen, select the F5 key.

6. In the Invoice Header grid, select a row.

7. On the s53000 menu, in the Final Payment group, select Add Balance Position.

   Note: If balance invoice items already exist for the selected invoice, a warning appears. Read the warning message and select Ok.

   In the Invoice Item grid, the invoice items with the value in the Type field as Balance or Balance VAT are added.

8. To save the changes, on the Home menu, in the Record group, select Save.