From the list, you can look up each posted invoice, and you can correct or cancel a posted invoice.įor each posted invoice, you can look up statistics, dimensions, and the ledger entries that are the result of the posted invoice. Both the Posted Sales Invoices list and the Posted Purchase Invoices list show the posted invoices with the final invoice numbers. Once the invoice has been posted, you can find it in the list of posted invoices. Also, if you choose the Release action, the totals fields will be updated to include rounding calculations. To check the amounts that will actually be posted, go to the Statistics page, which takes the rounding calculations into account. This is typically due to rounding calculations in relation to value-added tax (VAT) or sales tax. In rare cases, the posted amounts may deviate from what is displayed in the totals fields. You are now ready to fill in the purchase invoice lines with items or resources that you've purchased from the vendor. Hover over a field to read a short description. When you've completed the vendor card, choose OK to return to the Purchase Invoice page.įill in the remaining fields on the Purchase Invoice page as necessary.
#PURCHASE ORDERS AND INVOICES HOW TO#
To learn more on how to fill in the vendor card, go to Register New Vendors.In the dialog box about registering the new vendor, choose Yes.In the Vendor field, enter the name of the new vendor.
If the vendor is not registered, follow these steps:
Other fields on the Purchase Invoice page are now filled with standard information for the selected vendor. In the Vendor field, enter the name of an existing vendor. The main difference is that purchase orders have additional fields and actions for physical handling of items.Ĭhoose the icon, enter Purchase Invoices, then choose the related link. The steps are similar for a purchase order. The following describes how to create a purchase invoice. Otherwise, your inventory value and profit figures may be skewed. Do not post a purchase invoice for physical items until you receive the items and know the final cost of the purchase, including any additional charges.
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