Enter Basic Supplier Invoice Information

Explanation

This activity is used to create a supplier invoice and enter basic information into it. You can also specify the invoice as an advance invoice.

If the company uses the posting proposal feature by selecting the Use Posting Proposal option in the Invoice/General tab, it will be possible to automatically match the invoice. The postings will be retrieved from the purchase order reference or the receipt reference given in the invoice, and will be matched according to the PO matching level selected for the company. Similarly If the invoice needs to be matched with project transactions from an invoicing advice, the reference should be entered in the invoice header. If the company is using posting proposals, the invoice will be automatically matched only if an invoicing advice is entered in the header. If there is no advice entered or if the company is not using posting proposals, it is possible to manually match transactions with the invoice.

Purchase orders and project transactions can be matched with their related invoices in the Posting Proposals page. If the company is not selected to use posting proposals, it is possible to create invoice lines automatically based on purchase order receipts. 

A check will be performed to identify whether invoice numbers have been duplicated against all companies where the supplier is registered for invoicing. If duplicate supplier invoice identities exist, an error message will be displayed. 

Prerequisites

System Effects