Invoice Create
The Invoice Create functionality allows authorized users to initiate and manage supplier invoices within the system.
General Iinformation
Users with Invoice Create permission can create, save as draft or send an Invoice.
Fields:
- 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 Tab:
- 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 Invoice rows.
After the document creation, the document will be sent to an approver and/or reviewer, which are set in the workflow of the module.
Actual Items
- Description: Select from existing items (if Allow Item Selection is enabled in settings) or manually enter an item (if Allow General Item is enabled in settings).
- Quantity: Set the quantity of the item.
- Price: Input the item price and select the currency.
- UoM: Set 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: Select 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.
- Previous
- Invoice General
- Next
- Invoice Details