Create a purchase invoice
When working with purchase invoices that have associated purchase orders, there are two separate methods that you can use to add lines to the invoice. The first method involves getting the receipt lines for the items on purchase orders that have been received. The second method involves getting the purchase order lines for the items on purchase orders that have not been received. Both methods can be used to add lines on the same purchase invoice.
To create a purchase invoice
Choose
, enter purchase invoices, and then choose the related link.The Purchase Invoices page opens.
On the action bar, choose New.
The Purchase Invoice page opens.
On the General FastTab, specify the Vendor Name, the Vendor Invoice No., and then complete the remaining fields as required.
To add receipt lines to the purchase invoice, on the action bar, choose Actions > Get Receipt Lines > Get Receipt Lines.
The Get Receipt Lines page opens and lists the purchase order lines for items that have been received in Sparkrock 365.
Select one or more receipts to add to the purchase invoice, and then choose OK. To select multiple receipt lines, on a line, choose Show more options, choose Select More, and then select the receipt lines that you want to add to the purchase invoice.
The receipt lines that were selected are populated on the purchase invoice lines. Also, a comment line is populated for each receipt line that was added.
To add purchase order lines to the purchase invoice, on the action bar, choose Actions > Get Receipt Lines > Get PO Lines.
The Get Order Lines page opens and lists the purchase order lines for items that have not been received in Sparkrock 365.
In Qty. to Receive, you can view the remaining quantities to be received.
If the remaining quantities have not been received, you can update Qty. to Receive with the amount that is to be invoiced.
On the action bar, choose Process Lines.
Additional lines are added to the purchase invoice.
If required, you can update Quantity or Direct Unit Cost Excl. Tax amounts on lines.
If you update a quantity on a purchase invoice, the receipt is not updated. The receipt must be undone and received again.
If required, you can update dimension fields.
If an update to dimensions 1 to 3 are required, you must specify a different Account Set Code that includes the values that you want. Dimensions 4 to 6 can be updated on the line.
Complete the remaining fields on the purchase invoice as required.
To view whether this purchase invoice has any warnings regarding Account Set Code errors and which lines have errors, on the action bar, choose Home > Document Warnings.
On the action bar, choose Home > Release.
On the action bar, choose Posting > Post.
A dialog box appears.
To post the purchase invoice, choose Yes.
See also
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