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Follow below steps to create PI/ SI
Purchase Invoice
Step-by-Step guide for create purchase invoice
1, Search "Purchase Invoice" and click "New" in the list to create a new Purchase Invoice
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2, Enter the information needed in the Purchase Header & Line
(1) Enter Vendor No. / Name & system will auto-input another
(2) System will carry the
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information from the Vendor Card for the Buy-from information
(3)
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System will make it default according to the payment terms of the invoice (populated from the Vendor Card)
(4) Enter the line with item / G/L account / Comment
(5) Default from the Vendor Card, user can change if needs (determine the Due Date)
User can find the Payment Terms Code (determine the Due Date) in "Invoice Details" tab. User can change if needs.
3, Enter the line information
(4) Line Type - Select G/L Account
E.g. Posting Weekly Clearance Fee $75 with additional 10% GST, payment per month:
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5, Click "Post" to post the document
Sales Invoice
1, Search "Sales Invoice" and click "New" in the list to create a new Sales Invoice
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(2) System will carry the inforamtion information from the Customer Card for the Sell-to information
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(5) Enter Work Description to be shown in the Sales Invoice docuemnt document
(6) Enter the line with item / G/L account / Comment
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*For comment, users choose "Comment" in the Type column & enter the decriptiondescription.
3, Enter the (7) Bank Account Code,
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