This chapter contains these topics:
To define related addresses for customers
To set up invoice cycles for customers
You should set up customer-specific information to facilitate the processing of invoices.
Complete the following tasks:
Define related addresses
Set up invoice cycles
When you create a sales order, you must specify the address to which you send the invoice (Sold To address) and the address to which you send the shipment (Ship To address). These two addresses can be different. In addition, a customer might have a parent address to which you send all invoices and multiple subsidiary addresses to which you send shipments.
You can define related addresses for a customer and set up the system to automatically enter a related address when you enter either the Sold To or Ship To address on the sales order.
After you confirm orders for delivery, you process them through the Cycle Billing program. The Cycle Billing program calculates scheduled invoice dates based on the invoice cycle preference, invoice cycle calculation rules, and scheduled invoice date ranges.
You set up invoice cycles to apply different cycle calculation rules and schedules to different customer and item combinations. For example, one customer might prefer an invoice at the end of the month for all shipments made during that month, and another customer might want a weekly invoice for specific items. To set up invoice cycles, you set up invoice cycle calculation rules and create Invoice Cycle preferences.