Enter Supplier Invoice Information
Explanation
This activity is used to enter supplier general details, property code and tax information to be used at invoice
entry as default information. This information can be changed at invoice entry.
Enter information on the currency normally used, the default payment terms, and information on authorization and
tax code. You can also view and enter property code information used for supplier invoices. Invoice properties can
be used for grouping or sorting invoices, e.g., by country, region, or other parameters. Note that grouping and
sorting are not currently available.
If you want to use payment reference number for this supplier you can make it a mandatory entry at invoice
entry.
It is possible for the Invoicing Supplier to be different from the ordering supplier. The tax code of the
invoicing supplier can be different from the ordering supplier. The tax information entered relates to the ordering
supplier of the purchase order.
When handling multi-site ordering, it is recommended that the supplier type is set to Internal and that a
specific supplier group is used. This is however not mandatory for multi-site to work.
You can also specify on what level the matching should be performed in the purchase order and tolerance
information such as the tolerance percentage, and tolerance amount, and how to handle tolerance postings. If the
supplier receiving the purchase order and the supplier who issues the invoice is different from one another, the
invoicing supplier name can also be specified so that the purchase orders and invoices with the different suppliers
can be matched with one another.
You optionally can enter default tax information for the supplier. For example, you can enter the default values
for the tax code, tax book or tax book structure, the nature of tax liability, and the tax ID information.
For UK Construction Industry Scheme (CIS) related information, please refer the attached UK Specific
documentation in the related activity diagram.
Prerequisites
This activity has the following prerequisites:
- The supplier must have values in the General and Address tabs in the Supplier page.
System Effects
As a result of this activity:
- Various supplier information is suggested at invoice entry, e.g., the currency normally used by the supplier,
the payment terms agreed upon,and the default authorizer and in which state the supplier invoice should be
authorized for payment. If At Posting or At Final Posting option is enabled from the Automatic Payment
Authorization, the supplier invoice is automatically authorized for payment accordingly depend on the supplier
invoice state . If the Automatic Authorization Of Payment Plan option is enabled, the supplier invoice is
automatically authorized at final entry. (The option can only be enabled if the Supplier Invoice Authorization
Only By Separate Function is not selected in the Invoice tab in the Company
page).
- If the Self-billing option is enabled, automatic creation of finally posted supplier invoices will take place
in IFS/Purchasing on receipt of complete purchase order or specified quantity. No tolerance checks will be
performed if this option is enabled. If tax book or tax book structure is specified, it will be used when
reporting tax transactions relating to the supplier. The specified purchase order matching level will be used
when matching purchase orders with supplier invoices.
- A supplier invoice will be generated taking into consideration the supplier information of the invoicing
supplier and not the ordering supplier, e.g., identity, tax code, etc.
- If the tax liability type of the tax liability is Taxable, amounts inclusive of tax will be
calculated.
- If the company has tax liability Tax, the tax code specified will be used as default when a tax code is not
specified, and when an invoice is manually entered.
- If a delivery type is specified in the Tax Information tab, that delivery type will be suggested as the
default delivery type in all pages where supplier invoices/Invoice lines are created (i.e. Manual Supplier
Invoice, Posting Proposals, Supplier Invoice Template and External Supplier Invoice Line Information).