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Invoice Agreement

An invoice agreement is a long-term contract between an organization and its customers on various products and related conditions (price, payment term, delivery terms, etc.). You can use invoice agreements to offer (better) prices to a particular customer group for a specific list of products/services without committing them to precise purchase quantities. The primary difference between an invoice agreement and a sales agreement is that invoice agreements don't involve order or delivery. Thus, invoice agreements are primarily used for service and non-inventory items.

In inoERP, an invoice agreement lists products sold to a customer with a given price for a specific duration of time. You can convert an agreement to an invoice from the agreement screen or use the convert agreement to the invoice screen. In the "convert agreement to the invoice" screen, you can select specific lines of the agreement to be converted. However, if you convert an agreement to an invoice agreement from the agreement screen, the system will copy all the lines on the agreement to the invoice agreement.

an invoice agreement consists of

  • Header
  • Line

To create an invoice agreement, you need to enter Business Unit information, customer, customer site, and currency. An invoice agreement header contains the necessary information for the items requested on the invoice agreement. When converting an invoice agreement to order, the system copies all the header level information to the invoice.

To view/create/update an invoice agreement, navigate to the "invoice agreement" search screen from your dashboard/favorite.

Enter the organization/invoice agreement details or any other criteria in the search form and click on the search button to view an existing invoice agreement.
Click on create a new button to create a new invoice agreement; by manually entering all the information, Copy an existing invoice agreement to a new invoice agreement is always better than manually entering all the data to create a new invoice agreement. The application lets you update all the details before confirmation; you can configure which fields are view-only after the confirmation.

If you don't enter organization/customer details, the system will show you all the invoice agreements. If your organization has configured to make any field mandatory for search, then you have to enter those fields to search invoice agreements.
The application will fetch all the server data and take you to the search result screen. The search result screen looks a bit different on desktop and mobile devices.

To view the search result in a table format, click on the table icon available on the bottom left corner.

To open a specific invoice agreement, click on the menu of that record, and click on view/fetch & view.

You can also click on the expand icon against any item on the search result screen to view the invoice agreement header details such as invoice agreement number, quantities, start date, status, etc.

The system will fetch all the data related to the selected invoice agreement. The invoice agreement details are shown either right to the search result screen or in a separate screen, depending on the device size.

Scroll left, right, up, down to view all the details. The invoice agreement line and details are shown in a separate tab. The default configuration shows fields in various functional groups such as

  • Finance
  • Entity
  • Reference
  • Data
  • Control
  • Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

All Fields
NameSequenceLabelInputTypeField Group
10vvBuOrgBu OrgdeferredSelectENTITY
10vvBuOrgCodeBu Org CodedeferredSelectENTITY
20vvCustomerNumberCustomer NumberdeferredSelectDATA
30vvCustomerNameCustomer NamedeferredSelectENTITY
40vvCustomerSiteNumberCustomer Site NumberdeferredSelectDATA
50vvCustomerSiteNameCustomer Site NamedeferredSelectENTITY
60vvPaymentTermPayment TermdeferredSelectFINANCE
70vvPaymentTermDescriptionPayment Term DescriptionInputType.textFieldFINANCE
80vvShipToAddressNameShip To Address NamedeferredSelectENTITY
90vvShipToAddressShip To AddressdeferredSelectENTITY
100vvShipToCountryShip To CountrydeferredSelectENTITY
110vvShipToPostalCodeShip To Postal CodedeferredSelectENTITY
120vvShipToEmailShip To EmaildeferredSelectENTITY
130vvShipToPhoneShip To PhonedeferredSelectENTITY
140vvBillToAddressNameBill To Address NamedeferredSelectPLANNING
150vvBillToAddressBill To AddressdeferredSelectPLANNING
160vvBillToCountryBill To CountrydeferredSelectPLANNING
170vvBillToPostalCodeBill To Postal CodedeferredSelectPLANNING
180vvBillToEmailBill To EmaildeferredSelectPLANNING
190vvBillToPhoneBill To PhonedeferredSelectPLANNING
200vvHeaderAmountHeader AmountInputType.textFieldFINANCE
210vvHeaderTaxAmountHeader Tax AmountInputType.textFieldFINANCE
220vvHeaderDiscountAmountHeader Discount AmountInputType.textFieldFINANCE
230arAgreementHeaderIdAr Agreement Header IdInputType.numberREFERENCE
240srcEntityNameSrc Entity NamedeferredSelectDEFAULT
250srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
260transactionTypeTransaction TypeInputType.selectCONTROL
270buOrgIdBu Org IddeferredSelectREFERENCE
280documentTypeDocument TypeInputType.selectCONTROL
290agreementNumberAgreement NumberInputType.textFieldDATA
300docNumberDoc NumberInputType.textFieldDATA
310arCustomerIdAr Customer IddeferredSelectREFERENCE
320arCustomerSiteIdAr Customer Site IddeferredSelectREFERENCE
330hrEmployeeIdHr Employee IdInputType.numberREFERENCE
350shipToIdShip To IddeferredSelectREFERENCE
360billToIdBill To IddeferredSelectPLANNING
370priceListHeaderIdPrice List Header IdInputType.numberREFERENCE
380docCurrencyDoc CurrencydeferredSelectFINANCE
390paymentTermIdPayment Term IddeferredSelectREFERENCE
400paymentTermDatePayment Term DateInputType.dateDATE
410exchangeRateTypeExchange Rate TypedeferredSelectCONTROL
420exchangeRateExchange RateInputType.textFieldFINANCE
430sourceTypeSource TypeInputType.selectCONTROL
440referenceTableReference TableInputType.textFieldREFERENCE
450orderReferenceIdOrder Reference IdInputType.numberREFERENCE
460docStatusDoc StatusInputType.selectCONTROL
470referenceTypeReference TypeInputType.textFieldCONTROL
480referenceKeyNameReference Key NameInputType.textFieldREFERENCE
490referenceKeyValueReference Key ValueInputType.numberREFERENCE
500approvalStatusApproval StatusInputType.selectCONTROL
550revEnabledCbRev Enabled CbInputType.switchFieldDEFAULT
560revNumberRev NumberInputType.numberDATA
570glAcProfileHeaderIdGl Ac Profile Header IddeferredSelectREFERENCE
5510createdByCreated ByInputType.textFieldREFERENCE
5520creationDateCreation DateInputType.dateTimeREFERENCE
5530lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5540lastUpdateDateLast Update DateInputType.dateTimeREFERENCE


You can add multiple lines to each invoice agreement header. Each invoice agreement line contains an item, UOM, product description, quantity, line number, unit price, etc.

Navigate to the lines tab to view/add/update lines.
Click on the add new entity to add a new line. If a line already exists, click on copy entity to copy all the details. You can enable/disable fields allowed to be copied in the menu configuration.

Line Number: Line number is a mandatory field. Enter a numeric value for the line

Line Quantity: Line quantity is a mandatory field. Enter a numeric value for the line quantity. The system will copy the line quantity to the invoice when the agreement is converted to an invoice.

Agreement Quantity: The total agreement line quantity. The system tracks the usage of the agreement quantity, and all the converted/released quantities are shown in the released qty field.

Released qty is a read-only field.

The reference groups show various ids for reference only. You don't need to enter any information in this section. When you save an invoice agreement for the first time, the system will auto-populate the newly created header id and line ids.

Enter the line type in the control section. The information flows to downstream documents such as an invoice.

In the finance section, enter the unit price. The system calculates the line price by multiplying the unit price with quantity. The header price is the sum of all the line prices. You don't need to enter any price at the invoice agreement header.

Scroll left, right, up, and down view all other fields.

Enter all the other fields and click on the save button to save the invoice agreement. The app will post all the data to the server and will show the messages returned from the server.

All Fields
NameSequenceLabelInputTypeField Group
10vvItemNumberItem NumberdeferredSelectDEFAULT
10vvAgreementNumberAgreement NumberInputType.textFieldDATA
20vvSoDocNumberSo Doc NumberInputType.textFieldDATA
30vvDocCurrencyDoc CurrencydeferredSelectFINANCE
40vvExchangeRateExchange RateInputType.textFieldFINANCE
50vvExchangeRateTypeExchange Rate TypedeferredSelectCONTROL
60vvBuOrgIdBu Org IddeferredSelectREFERENCE
70vvUomCodeUom CodedeferredSelectDEFAULT
80vvUomDescriptionUom DescriptiondeferredSelectDEFAULT
90vvItemStatusItem StatusdeferredSelectCONTROL
100vvShipToAddressNameShip To Address NamedeferredSelectENTITY
110vvShipToAddressShip To AddressdeferredSelectENTITY
120vvShipToCountryShip To CountrydeferredSelectENTITY
130vvShipToPostalCodeShip To Postal CodedeferredSelectENTITY
140vvShipToEmailShip To EmaildeferredSelectENTITY
150vvShipToPhoneShip To PhonedeferredSelectENTITY
160vvBillToAddressNameBill To Address NamedeferredSelectPLANNING
170vvBillToAddressBill To AddressdeferredSelectPLANNING
180vvBillToCountryBill To CountrydeferredSelectPLANNING
190vvBillToPostalCodeBill To Postal CodedeferredSelectPLANNING
200vvBillToEmailBill To EmaildeferredSelectPLANNING
210vvBillToPhoneBill To PhonedeferredSelectPLANNING
220vvDiscountedLinePriceDiscounted Line PriceInputType.textFieldFINANCE
230vvTaxCalculationMethodTax Calculation MethoddeferredSelectFINANCE
240vvTaxPercentageTax PercentagedeferredSelectFINANCE
250vvTaxTaxAmountTax Tax AmountInputType.textFieldFINANCE
260vvDiscountNameDiscount NamedeferredSelectFINANCE
270vvDiscountPercentageDiscount PercentagedeferredSelectFINANCE
280vvDiscountAmountDiscount AmountInputType.textFieldFINANCE
290arAgreementLineIdAr Agreement Line IdInputType.numberREFERENCE
300srcEntityNameSrc Entity NamedeferredSelectDEFAULT
310srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
320arAgreementHeaderIdAr Agreement Header IdInputType.numberREFERENCE
330lineNumberLine NumberInputType.numberDATA
340invItemMasterIdInv Item Master IddeferredSelectREFERENCE
350itemDescriptionItem DescriptiondeferredSelectDEFAULT
360lineQuantityLine QuantityInputType.textFieldDATA
370agreementQuantityAgreement QuantityInputType.textFieldDATA
380agreementPriceAgreement PriceInputType.textFieldFINANCE
390priceListHeaderIdPrice List Header IdInputType.numberREFERENCE
400priceDatePrice DateInputType.dateDATE
410unitPriceUnit PriceInputType.textFieldFINANCE
420linePriceLine PriceInputType.textFieldFINANCE
430taxAmountTax AmountInputType.textFieldFINANCE
440taxCodeTax CodedeferredSelectFINANCE
450docStatusDoc StatusInputType.selectCONTROL
460referenceDocTypeReference Doc TypeInputType.textFieldCONTROL
470referenceDocNumberReference Doc NumberInputType.numberDATA
480lineOcumentTypeLine Ocument TypeInputType.textFieldCONTROL
490lineDescriptionLine DescriptionInputType.textFieldDEFAULT
500uomCodeUom CodedeferredSelectDEFAULT
510approvalStatusApproval StatusInputType.selectCONTROL
520discountCodeDiscount CodedeferredSelectFINANCE
530lineDiscountAmountLine Discount AmountInputType.textFieldFINANCE
580shipToIdShip To IddeferredSelectREFERENCE
590billToIdBill To IddeferredSelectPLANNING
600lineTypeLine TypeInputType.selectCONTROL
5540createdByCreated ByInputType.textFieldREFERENCE
5550creationDateCreation DateInputType.dateTimeREFERENCE
5560lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5570lastUpdateDateLast Update DateInputType.dateTimeREFERENCE


Actions allow you to change the status of the invoice agreement. The system creates invoice agreements in draft status. When you are ready to publish the invoice agreement and send it to the customer, change it to Confirmed. You can cancel an invoice agreement by clicking on the Cancel button. Similarly, you can close any invoice agreement by clicking on the Close button.

A confirmed invoice agreement can be converted to other documents, and the corresponding buttons are available in the actions section.