3.0 Internal Purchase Invoice

3.1 Create Purchase Invoice

Please click the ‘+’ button to add a new Purchase Invoice.

3.1.1 Main Details Tab

Please fill up the compulsory (*) information for creating the purchase invoice. Compulsory Information:

Branch - Add new branch in Organization Applet
Location - Add new location in Organization Applet
Purchaser - Add new purchaser in Customer Maintenance Applet
Transaction Date - Will default put current date
Currency - Depend on the selected branch

Other fields are optional:

Reference
Remarks

3.1.2 Account Tab

3.1.2.1 Entity Details Tab

Compulsory Information:

Entity ID - Add new Entity in Entity Maintenance Applet
Entity Name - Will auto fill once you select the entity ID
Other fields will be auto filled when have selected the Entity ID.

After the Entity ID has been clicked, a list of suppliers will be displayed on the right side.

You can select the supplier from the list.

3.2.2.2 Bill To Tab

Name, Email, and Phone No will be Auto filled after selecting the Entity ID.

List of Billing Addresses will be displayed on the right side for selection after clicking on the Billing Address.

We can create a new address in the “SelectSupplier-SupplierEdit-Address-AddressCreate-Main-1”.

3.2.2.3 Ship To Tab

Name, Email, and Phone No will be Auto filled after selecting the Entity ID.

List of Shipping Addresses will be displayed on the right side for selection after clicking on the Shipping Address.

We can create a new address in the “SelectSupplier-SupplierEdit-Address-AddressCreate-Main-1”.

3.1.3 Line Items Tab

3.1.3.1 Add Line Item

Please click the ‘+’ button to add a new line item.

3.1.3.2 Item Listing

A list of items will be displayed on the right side.

All items here are added in the Doc Item Maintenance Applet.

For more details about the Item, can refer to Doc Item Maintenance Applet.

3.1.3.3 Select Item

Click on the item that you want to add.

The Add Item Page will be displayed on the right side with all the details of the selected item.

3.1.4 Item Details Tab

3.1.4.1 Main Details Tab

You can edit the item that you have selected.

Number fields such as Unit Price, Quantity Base etc are editable and it will affect other fields automatically.

3.1.4.2 Delivery Instruction Tab

In the Delivery Instruction, add instruction and set the Delivery Date.

In the Delivery Message Card, add a message with the sender and receiver.

Can click on the 'Copy from Entity Name' or 'Copy from Recipient Name' for getting the setting of the Sender and Receiver.

3.1.4.3 Department Tab of Item Details Tab

Click on the 'Copy from Hdr' for getting the settings for Department.

Fill in the information for the department.

3.1.5 Costing Details Tab

Showing all the costing details such as company code, location code etc about the selected item.

3.1.6 Pricing Details Tab

Showing all the pricing details such as pricing scheme code, name etc.

3.1.6.1 Edit Pricing Details Tab

Select the pricing scheme code and make changes on it.

After done select the amount of each field, please click on the “Add” to change the selected pricing scheme.

3.1.7 Issue Link Tab

Showing list of issue link.

Contain project name, issue number and issue summary.

Click on the project row will have a log time page.

Can add log time.

3.1.7.1 Edit Log Time

3.1.7.2 Edit Line Items

Please click on the line item that wants to make changes.

3.1.7.3 Edit Item

All the fields are the same as the steps of adding items and are editable.

In the Doc Link Tab, it will show the Doc No that copy from and copy to.

Other tabs are the same as Adding Line items.

Please click on “Save” after making the changes.

3.1.8 Payment Tab

Can add different payment method such as Cash, Credit Card, Membership Point Currency, Voucher and Cheque.

Can add a new settlement method in the Cashbook Applet.