RE: [ubl-dev] Mapping business model fields to UBL 2.0

["G. Ken Holman" <gkholman@CraneSoftwrights.com>]

Thanks for the detail, Fulton!

At 2009-07-13 11:32 -0400, Fulton Wilcox wrote:
>Below are a few comments that add some "best practices" comments
>...
>One of the preventative measures is when shifting from 
>non-electronic to electronic invoicing, the buyer and seller parties 
>(and tax auditors) are best served by making transactions as 
>atomistic as possible, with one physical transaction generating a 
>corresponding, specific electronic invoice.
>...
>Requirements such as "accounting details stated at document level 
>must apply to all Invoice or Credit Note lines" are far easier to 
>comply with for an atomistic level invoice transaction than for a 
>highly aggregated invoice intermixing many transactions occurring 
>over extended time.

It happens I'm tripping over this even today in reviewing last year's 
corporate numbers for a client who insisted on me invoicing each 
month a combination of hours actually performed in that month and 
pre-paid hours for some time in 2010 (thus meeting budgeting 
availability).  At the time I sent one invoice.  I'm now for tax 
reasons (it turns out I'm only being taxed on actual work not prepaid 
hours) trying to unwind what exactly I invoiced for and what was pre-paid.

In the text you cited from Sweden, point 8 reads:

>8. stated pre-payments must apply to the Invoice as a whole

Would I have been better off having generated two invoices each 
month, one for actual hours and one for pre-paid hours?  In 
retrospect, my job this morning would have been a lot easier.

Come 2010, as I start using up the pre-paid hours, of course I cannot 
invoice the customer ... they've already paid me.  What kind of 
paperwork is used to record the "eating up" of pre-paid hours?

Thank you again for your input to the discussion.

. . . . . . . . . Ken


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