Mass Task Mass Invoicing Rental - API RC Mass Invoicing Rental (4027403) can be run via Magnifier, or from the appropriate hub role OneCore - Car Rental Dispatcher (Invoicing-->Rental Mass Invoicing). The principle is the same as when posting individual loans individually.
The task is used for regular mass invoicing for the lease to the client, but also for the final billing after returning the vehicle.
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For regular rent invoicing, the rent status must be Issued.
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For the final bill, the rent must be in the Finished status and the Return Date must be filled in. Subsequently, it is checked that the last billing has not been started, i.e. Last Posting Date is not equal to Return Date.
After starting the "Mass Invoicing of Car Rental" function, entering filters and confirming OK, the system divides the rentals into two groups - Rent Invoicing and Final Billing according to the conditions above.
Settings
The behavior of the task depends on the settings on the customer card Karta zákazníka | Záložka Operativní leasing (Operative Leasing).
Job progress
Before starting the task, the user can filter the rentals directly in the task dialog, according to the fields on the customer card or the header of the lease agreement.
The system collects individual loans that correspond to the specified parameters, then creates document headers, collects rows into a temp table and then posts according to the settings on the customer card, individually or for the customer or the customer's business location.
Credit memos are separate from invoices. Invoicing is also divided by currency.
Invoice for flagged lines occurs when the job runs Rent a car Type (115, Option)= Rent Amount and the user's work date.
If they create the final settlement on individual rentals, then they check whether all created documents (whether it is an invoice for a fee, rent or other) for the given rental are posted in the Car Rental Billing Overview. If a document is not posted, then the system will write this rent into the log and will not create a final statement for this rental. If all invoices are posted, then the final bill is created and also logged in the log. Finally, the user is shown a message about the number of created documents (including rent documents and final billing), whether the system has posted them or not, or whether we want to open the log.
Logging
The progress of invoicing and billing is recorded in the mass invoicing log of the car rental company - API Rental Mass. Inv. Log (4027409).
The system also records invoices and credit notes in the Car Rental Billing table API RC Car Rental Billing (4027407).
Printouts
A standard layout is used to create a rental document. In the case of a collective document, the description shows the number of the loan.