Finance: Enhancement to Customer invoice plan (CIP)
K
Karisma Davis
started a topic
2 minutes ago
Classification: IMPORTANT
We are introducing an enhancement to Customer invoice plan (CIP) handling when forwarding a Sales order (COA) in RamBase.
Previously, if a Sales order (COA) containing a Customer invoice plan (CIP) was forwarded to a new Sales order (COA), it was not possible to create a new Customer invoice plan (CIP) for an item that already had a Customer invoice plan (CIP) on a previously forwarded Sales order (COA).
With this enhancement, RamBase automatically transfers Customer invoice plan (CIP) lines that have not yet been invoiced when a Sales order (COA) is forwarded.
Users can now:
Automatically transfer Customer invoice plan (CIP) lines that have not yet been invoiced when forwarding a Sales order (COA)
Automatically continue existing invoice plans on the new Sales order (COA), eliminating the need for manual workaround processes.
Choose whether to keep the amount or the percentage when item quantities are changed during forwarding
Have invoice plans automatically recalculated based on the selected option
Retain a clear history by marking the original Customer invoice plan (CIP) as forwarded
Continue working with the transferred invoice plan on the new Sales order (COA)
Only Customer invoice plan (CIP) lines that have not yet been invoiced are forwarded. Invoice plan lines that have already been invoiced or paid are not included in the transfer.
As part of the forwarding process, users are informed that Customer invoice plan (CIP) lines that have not yet been invoiced will be transferred. When quantity changes affect an invoice plan, RamBase prompts the user to choose whether the plan should preserve the original amount or percentage before recalculating the new plan.
By automating Customer invoice plan (CIP) forwarding, RamBase reduces manual work, improves continuity between forwarded Sales orders (COA), and provides greater flexibility when updating Sales orders (COA) with existing invoice plans.
Karisma Davis
Classification: IMPORTANT
We are introducing an enhancement to Customer invoice plan (CIP) handling when forwarding a Sales order (COA) in RamBase.
Previously, if a Sales order (COA) containing a Customer invoice plan (CIP) was forwarded to a new Sales order (COA), it was not possible to create a new Customer invoice plan (CIP) for an item that already had a Customer invoice plan (CIP) on a previously forwarded Sales order (COA).
With this enhancement, RamBase automatically transfers Customer invoice plan (CIP) lines that have not yet been invoiced when a Sales order (COA) is forwarded.
Users can now:
Automatically transfer Customer invoice plan (CIP) lines that have not yet been invoiced when forwarding a Sales order (COA)
Automatically continue existing invoice plans on the new Sales order (COA), eliminating the need for manual workaround processes.
Choose whether to keep the amount or the percentage when item quantities are changed during forwarding
Have invoice plans automatically recalculated based on the selected option
Retain a clear history by marking the original Customer invoice plan (CIP) as forwarded
Continue working with the transferred invoice plan on the new Sales order (COA)
Only Customer invoice plan (CIP) lines that have not yet been invoiced are forwarded. Invoice plan lines that have already been invoiced or paid are not included in the transfer.
As part of the forwarding process, users are informed that Customer invoice plan (CIP) lines that have not yet been invoiced will be transferred. When quantity changes affect an invoice plan, RamBase prompts the user to choose whether the plan should preserve the original amount or percentage before recalculating the new plan.
By automating Customer invoice plan (CIP) forwarding, RamBase reduces manual work, improves continuity between forwarded Sales orders (COA), and provides greater flexibility when updating Sales orders (COA) with existing invoice plans.
Release date: 28 August 2026