Minimum Version Required: 22.01
Pre-Conditions
Products have appropriate Product Types for grouping.
Product Types are applied to appropriate Split Invoice Product Groups.
Steps
How to configure split invoices for a Chain
Navigate to the Chains table
Filter down to the Chain
Click Sub Tables at the top of the screen
a. Select Split Invoices from the drop-down
b. Click the Add Split Invoices if you’d like to configure split invoices
Select a Product Group
Split Credits - set to False by default
a. Toggle to True (green) if you want your credits to split
Merge Multiple Invoices - set to False by default
a. Toggle to True (green) if you want invoices to merge invoices with matching product groups
Accept Dex Price Adjustments - set to False by default
a. Toggle to True (green) if the wholesaler should accept changes to pricing submitted by the retailer during invoice transmission
Click Add Record
Fields And Definitions
* = required field
*Product Group – A collection of products by Product Type for use on a Split Invoice record
Customer - The Customer to which this Split Invoice is associated
Chain Table - The Chain to which this Split Invoice is associated; applies to all Customers in the Chain
AR Account - Sets the AR Account on invoices associated with this Split Invoice to this value, overriding the AR Account value from the Customer/Chain
Vendor Num - The Vendor Number that identifies the distributor to the retailer for the products in the Product Group
*Split Credits – Determines the expected behavior of credits applied to a split invoice; when Split Credits = True, credits are split to another invoice. (default = False)
*Merge Multiple Invoices – Allows for invoices with matching product groups to merge into a single invoice (default = False)
*Accept Dex Price Adjustment– Determines if the wholesaler should accept changes to pricing submitted by the retailer during invoice transmission (default = False)
Best Practices
Don’t set split invoicing on the Chain and Customer level. Doing so will cause undeterministic behavior in the splitting of invoices.
Assign Product Types to a single Product Group
The Conflicting Customer and Chain Split Invoice Records report will show you if there are Split Invoices set for both Customers and Chains. This conflict can cause logic problems, so referencing this report periodically ensures that Invoices are Splitting in expected and predictable ways.
Consider common optional configurations for Split Invoices such as: AR Account, Terms, DUNS Number, or Invoice Template