How to create Purchase Invoice

Follow the steps below for create purchase invoice.

1, Search "Purchase Invoice" and click "New" 

2, Enter the information needed in the Purchase Header

(1) Purchase Invoice No. - according to no. series setup.  (Use default number or manual input)

(2) Enter Vendor No. or Vendor Name.   

(3) Posting Date - default "work date".  

(4) Due Date - System will make it default according to the payment terms of the invoice (populated from the Vendor Card)

     User can find the Payment Terms Code in "Invoice Details" tab.  User can change if needs.

(5) Enter the Vendor Invoice No. - the vendor invoice number to be populated to vendor ledger entry.

(6) Payment Terms Code - default from vendor card and use for determinate the Due Date it shows in General Tab,  

(7) Dimension for Dept - default from Vendor

3, Enter the line information

    (1) Line Type - Select G/L Account for enter the G/L account for the line (NOTE: Select Comment if user want to enter the comment in PI line and print on the printout)

    (2) No. - Select the G/L Account No. if Type is G/L Account

    (3) Description/Comment - System default G/L Account Name in the Description, user can change the description.

    (4) Quantity - enter the quantity

    (5) Direct Unit Cost excl. GST - enter the unit price

    (6) Total GST - Total GST for the purchase invoice to be calculated by system according to the GST Posting Setup.

    (7) Dimension - default dimension to be populated by system.  Check and enter other dimension value if any.

*Users can put several accounts with / without GST together in the same PI /SI.

4, Posting

    - Users can click "Preview Posting" to preview the entries. 

Preview posting, 10% GST has been included as the balance of AP / Creditor

5, Click "Post" to post the document

6. After Purchase Invoice posted the Purchase Invoice to be deleted by system.   

   Search "Posted Purchase Invoice" to find the posted sales invoice.