AP Invoice Create
The AP Invoice Create page enables users with the appropriate permissions to generate accounts payable invoices based on received goods or services. This functionality ensures alignment between purchase orders and invoicing, allowing users to select vendors, upload invoice documents, and input all necessary details.
Through a guided interface, users can add itemized rows from existing POs, manage currency rates, and attach relevant files. Once completed, the invoice can be saved as a draft or sent for approval according to the module’s configured workflow.
Users with AP Invoice Create permission can create, save as draft or send a AP Invoice.
Overview
The Create AP Invoice page provides users with tools to initiate AP Invoices.
- Users can select a vendor, attach an invoice document, and define necessary details.
- Document rows of AP Invoice are based on the selected PO rows, ensuring consistency and accuracy in the invoicing process.
General Information
- Vendor Selection: Allows selecting a vendor from the list in the popup.
- Vendor Number: Required for invoice submission.
- Invoice Document: Mandatory attachment.
- Rate: Automatically populated based on selected currency.
Document Rows
Rows
- Document rows are based on the selected PO rows.
- Clicking "Add" opens a popup displaying a list of POs in the "Waiting Delivery" status.
- Each PO entry includes an expand button to view available rows.
- Users select the required row(s), which are then added as new AP Invoice rows.
Actual Items
All columns are filled in with selected rows info from the PO.
- PO Number & PO Row Number: Displays the linked PO and row reference.
- Description: An existing or manually entered item.
- Quantity: The quantity of the item.
- Price: The item price and selected currency.
- UoM: The unit of measure.
- Rate: Automatically set based on the selected price.
- Total FC: Total cost in foreign currency.
- Total LC: Total cost in local currency.
- Expense Type: Selected from expense types in Expense Types.
- Remarks: Item-related notes or comments.
Requested Items
- Description: Displays requested item.
- Quantity: Displays the set number of each item.
- Expense Type: Displays selected expense type from available types in Expense Types.
- Remarks: Item-related notes or comments.
After the document creation, the document will be sent to an approver and/or reviewer, which are set in the workflow of the module.
Attachments
- File Name: Name of the uploaded file.
- Comment: Additional notes or comments for the file.
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- AP Invoice General
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- AP Invoice Details