When Invoicing, farmerswife will first look at the Division on an Object to determine which Invoice an Object should belong to. This means that even if a Project has a Division set, the Object Division will still rank higher. If Farmers WIFE finds Objects from Multiple Divisions an Invoice will be created for each Division found. If a Division on an Object is set to ‘Any’, the Object will be invoiced under the same Division as found in the Project.
Set the Division on an Invoice
The Division of an Invoice is determined by either the Object Division or the Project Division as explained above.
An Invoice Division can be changed manually by selecting a different one as shown here.
Please note that if the Division is manually changed on an Invoice, the Invoice Number will NOT automatically change. This will have to be done separately.
If a mistake is made and 2 Invoices were created where only one was required, the 2 Invoices can be merged in to one by highlighting the two Invoices > Right click > Merge (Selection: 2 or x).
farmerswife will offer to ‘Ripple’ (=re-number) the numbers of any Invoices following the lowest number of the two that were merged. ONLY click OK, IF the intention is to RE-NUMBER all Invoices following the merged ones. If no Invoices should be re-numbered apart from the merged ones click CANCEL to keep the original numbering for all other Invoices.
To add the Division column in the Invoice Creator or Invoice Manager Window, go to the black arrow menu or right click > Edit View > Add Invoice / Division to the items in Show.
In the Invoice Manager Invoices can now also be found using the Division as search criteria:
7.1 Invoicing Settings
If Divisions is licensed there will be some extra columns and buttons in the Invoice Creator.
Divisions column
If Divisions is licensed an additional column "Division" appears to the left of the Closed Projects And Done
Media Orders window indicating which Division the Project belongs to and the following additional settings
will appear in the drop down of this window:
Division Invoice Creation Mode
- Create Invoice Based On Project's Division: Invoices will be created based on the Project's Division (It
doesn't matter if the Objects inside belong to different Divisions.). - Create One Invoice For Each Used Objects Division: One Invoice per used Division will be created.
7.2 Create Internal Invoice From Used Objects Division
Create Internal Invoice From Used Objects Division: Allows to create an internal Invoice for Objects with
different Divisions that are inside of a Project and have been invoiced with the Projects Division.
Example: When invoicing Project X, 1 invoice for Division A is created (setting set in the Closed Projects
window) but inside the Project there are Objects that belong to for example Division A and B. Division A will
invoice the client for services that have been provided by Division B so Division B will want to send an
'internal' invoice to Division A.
Automated Internal Invoices
In 6.5 there's a new setting "Automatically Creates Internal Invoices When Invoicing" to automate the process of creating internal invoices. It was already possible to manually create internal invoices when using Objects from different Divisions in a Project. If for example a Project from Division UK used some Objects from Division US, at the moment of creating the Invoice to the client there was an extra manual step to create an Internal Invoice from US to UK. (An Internal Invoice is created from the Division that an Object belongs to, to the Division that used it.)
Now with the new setting the Internal Invoice will automatically be created once a full or a part invoice is created.
Enable the new setting "Automatically Creates Internal Invoices When Invoicing" in the Invoice Creator > Menu > Division Invoice Creation Mode. It is a per user setting and disabled by default.
To be able to use this feature, the following setting needs to be enabled: Invoice Creator > Menu > Division Invoice Creation Mode: > Create Invoice Based On Project's Division.
Divisions and Pro Forma Invoices
Divisions do not apply to Pro Forma Numbers.
Purchase Orders and Incoming Invoices
Reports and Divisions
in FRD you can group by Divisions.