For consistency purposes, we have used the same screen for invoice orders as we have done for our enquiries. For more information on the screen look and feel and functionality, please refer to the purchase transaction enquiry article.
You can invoice your purchase order either through the transactions within the Purchasing module or from the enquiries.
Depending on which area of the system you choose to access the Invoice Order screen, you will either see an Invoice Orders or a Invoice Lines action card. They both can invoice just some lines or all and can either partially invoice or fully invoice your order or orders.
Both of these options open up the same Invoice Orders screen which is explained in more detail in the table below.
The Totals at the bottom part of the screen are the sum of all orders. When you select an order or orders, the Totals will be updated to reflect the totals of the order or orders you have selected.
There are two different ways to access the Invoice Order option.
Access from Invoice Orders option from Purchasing:
You can select multiple orders to invoice from this option. All orders that can be invoiced are displayed in the Invoice Order enquiry.
Click Purchasing then click Transactions and then click Invoice Orders.
Note: All orders that can be invoiced are displayed in the enquiry. You can narrow down you search using advanced filters.
Select the checkbox in front of the order or orders you wish to invoice.
Note: The Action Panel opens automatically from the right hand-side of the screen.Click the Invoice Lines card.
All order detail line or lines are displayed on the Invoice Order screen for the selected order.
You can invoice all details lines or just partially invoice them, and once you are done, click on the Invoice button. You can find more information on what each button does in the table below.
Access from the Outstanding Orders Enquiry screen:
You can only invoice one order at at time from this option. All outstanding purchase orders are displayed in the Outstanding Orders enquiry.
Click Purchasing then Enquiries and then click Outstanding Orders.
Note: All orders, credit notes and requests are displayed. You can narrow down you search using advanced filters.Select the checkbox in front of the order you wish to invoice.
Note: The Action Panel opens automatically from the right hand-side of the screen.Click the Invoice Lines card.
All order detail line or lines are displayed on the Invoice Order screen for the selected order.
You can invoice all details lines or just partially invoice them, and once you are done, click on the Invoice button. You can find more information on what each button does in the table below.
The Invoice Order screen:
Once you have gone through either of the above steps, you are presented with the Invoice Order data entry screen.
Option | Description |
Detail lines |
|
Date |
|
Year and Period |
|
Invoice No. |
|
Disputed |
|
Invoice All |
|
Clear All |
|
Invoice |
|