You can create a Purchase Invoice and manually add lines to it or add Purchase Order lines to the invoice. In order to add Purchase Order lines to the invoice, you need to ensure that there is an existing approved Purchase Order. If all the Purchase Order lines have been invoiced, the Purchase Order will automatically be archived.
- Choose the
icon, enter Purchase Invoices, and then choose the related link.
On the Purchase Invoices list, click on New and select the +New action
- The Purchase Invoice card opens. In the Vendor Name field, select the vendor that was used on the Purchase Order that you want to link.
Enter the Vendor Invoice No and fill in any other mandatory header fields on the Purchase Invoice. Hover over a field to read a short description.
Scroll down to the Lines section and click the Manage action, then select +Add Line(s) from PO. This will open the Select Purchase Order Lines dialog.
The Select Purchase Order Lines dialog appears, with all Purchase Order lines available for the selected Vendor. Select all lines that you want to add to the Purchase Invoice and click OK. All selected lines will be added to the Lines section.
You can optionally change the Quantity and Direct Unit Cost Excl. VAT for each PO line if required. Submit the Purchase Invoice for approval by clicking Process and selecting the Send Approval Request action. Click the OK button on the confirmation dialog.
Once approved, click the Posting action then Post. A pop up message will appear, asking if you want to post the Purchase Invoice. Click the Yes button to continue.
You can click the Yes button to open the newly created Purchase Invoice. If Yes was selected, the Posted Purchase Invoice card will open.
The Purchase Order will automatically be archived if the Quantity Received and Quantity Invoiced are equal to the Quantity column.
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