This activity is used to enter one or more lines on a supplier invoice. This activity is also performed if you prefer to enter invoice lines with detailed information on the goods or services purchased, such as part number, charge type, description, quantity, or price units of measure. If you have a purchase order reference on the invoice, this detailed information is retrieved from the lines on the reference purchase order. It is also possible to create invoice lines automatically based on unreceived or unmatched purchase order receipts.
For suppliers defined for income tax reporting and/or withholding, a supplier income type can be entered per each registered invoice line. Income types applicable to each supplier are specified in the Tax Withholding/Reporting page. In this page, you can also connect tax withholding codes to the income type. Only the income types that are already connected to the supplier can be entered in the invoice line. For some income types, connecting tax withholding codes is mandatory. For such income types, it is also required that tax withholding codes are connected to the invoice type in the Tax Withholding/Reporting page before they can be registered in an invoice line.
If the invoice includes only one tax code and not more than one delivery type and/or supplier income type, and there are no requirements for invoice lines with detailed information on what has been purchased, then the invoice net amount, gross amount, and tax amount can be specified in the invoice header. In this case, one invoice line will be created automatically for the invoice and tax code, delivery type or supplier income type could be added or changed in this line if requested.
The delivery type for an invoice line can be changed after the invoice has been posted under certain circumstances. If items belonging to the invoice have been sent to the tax ledger or if a self invoice connected to this invoice has already been printed, you cannot change the delivery types. In all other cases, the delivery type can be changed. This capability supports self-billing or EDI invoices, as well as self invoices.
This activity requires that an invoice be created and basic information such as supplier and invoice number be entered for it. Also, tax codes and delivery types must be defined. If the supplier is marked as an income tax reporting/withholding candidate, at least one supplier income type must have been defined for the supplier in order enter an income type for an invoice line. If the invoice has a purchase order reference and the lines will include information about the goods or services purchased, then the part number or charge type entered on the invoice line must be included in the purchase order.
If invoice lines need to be created based on unmatched purchase order receipts, a reference to one or more purchase orders should be entered in the invoice header and the invoice should not be saved.
As a result of this activity,