How Invoice Installments Are Recalculated

During invoice entry, installments are automatically created using payment terms and terms date information. You can configure your setup to recalculate installments during the invoice validation process.

Settings That Affect Installment Recalculation

Select the Recalculate invoice installments option on the Manage Invoice Options page to recalculate the installments.

Note: Installments are recalculated, regardless of how the recalculate option is set, when both of the following conditions occur:

How Invoice Installments Are Recalculated

Installment recalculation uses the most recent applicable start date and the more favorable payment terms. To determine which is more favorable, the ranks on the payment terms are compared.

Caution: Installments aren't recalculated if you manually edit or split any of the installments.

The following table shows which start dates and payment terms are used for recalculating installments for matched and unmatched invoices.

Matched to a Purchase Order	Start Date	Payment Terms
No	Most recent of the following: Invoice date Terms date Goods received date plus number of receipt acceptance days	Invoice payment terms
Yes	Most recent of the following: Invoice date Terms date Goods received date plus number of receipt acceptance days	More favorable of the following: Invoice payment terms Purchase order payment terms