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Knowledge Center

Follow up on the Advance Invoice Plans

The Advance Invoice Plan (CIP) application is used the follow up on the Advance Invoice Plans. To open the Advance Invoice Plan (CIP) application, find Finance in the RamBase menu and then Recievables. Click Advance Invoice Plans to enter the CIP application.

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It is possible to filter the COA documents by using the COA number field, by clicking the CUS Customer icon or by using the radio buttons.

Enter the Advance Invoice Plan (CIP) for a specific Sales Order (COA)

  1. To open the Advance Invoice Plan (CIP) application, find Finance in the RamBase menu and then Recievables. Click Advance Invoice Plans to enter the CIP application.

  2. Filter by using the COA number field, filter by customer or use the radio buttons to narrow the search.

  3. Highlight the specific COA document and press ENTER.

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The Invoice Plan Key Figuers area

  • Sales Order : Total ( excl. Freight & Fee ) - The total amount of the Sales Order (COA) except freight and other fees.

  • Sales Order : Backlog - The amount of the COA not delivered.

  • Invoice Plan - The amount and percent of the COA planned in the Advance Invoice Plan (CIP).

  • Invoiced - The amount and percent of the COA that has been invoiced.

Edit a CIP document

Advance invoice plans (CIP) can be modified after they have been created, even if one or more milestone invoices have already been issued. This makes it possible to keep an advance invoicing plan (CIP) aligned with changes to the Sales order (COA) throughout the order lifecycle.

You can edit an advance invoice plan whenever the linked sales order changes, for example if:

  • The sales order value increases or decreases

  • Milestone percentages need to be adjusted

  • Milestone values need to be redistributed

  • Advanced invoice plans items (CIPITEMS) are added, removed, or changed

  • Milestone dates or scheduling need to be updated

Plans can be modified at any stage until the final invoice has been completed.

When an existing plan is modified, RamBase recalculates the milestone values based on the current Sales order (COA). If invoices have already been issued, the system compares the original invoicing with the revised plan and automatically determines whether corrections are required. These corrections are automatically included when calculating the final invoice so that the total invoiced amount matches the final sales order value.

Each significant change to an advance invoice plan is stored as a new version. Previous versions remain available for audit purposes, allowing users to review the original plan together with the invoices issued from that version.

Before activating a revised plan, RamBase displays a preview showing:

  • Updated milestone values

  • Any credit notes that will be created

  • Any difference invoices that will be created

  • The effect on the final invoice

This allows users to verify the changes before they are applied.

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