Difference between Invoice Summary Customer and Recipient in ByDesign ?

[former_member501121]

Dear ByDesign community members,

I have a question in regards to invoice summary data of Account master.

My understanding is that only those customers who have a role of "invoice summary payer" will affect invoice summary run, and other roles "invoice summary customer" and "invoice summary recipient" are maintained only for reference.

To me, invoice summary customer and invoice summary recipient are the same organization because they are responsible for the order, but they just do not pay for the summary invoice.

I would like to know the intended meaning of those 2 roles.

Thank you,

Yamato T.

[Yuran]

Dear Yamato,

Please kindly refer to help document <Configuration Guide: Invoice Summary Processing — Japan>.

There are four types of summary roles:

• Invoice Summary Customer is a role for whom customer invoices are issued.
• Invoice Summary Payer is a role for whom payer invoices are issued.
• Invoice Summary Recipient is a role for whom monthly invoices are issued.
• Not (Invoice Summary) Relevant is a selected when invoice summary is not relevant.

  You can navigate to Contacts Relationships to define the Relationship Type and Business Partner details.

  • If the role is Invoice Summary Recipient, then enter the Relationship Type as Has the Payer and Business Partner as Invoice Summary Payer.
  • If the role is Invoice Summary Customer, maintain the relationship as Has the Bill-to Party with the Business Partner that is configured as Invoice Summary Recipient. Also, maintain the relationship as Has the Payer with the Invoice Summary Payer account that is maintained for the recipient.

Best Regards,

Yuran