Internal Purchase Invoice Listing
The first module of the Internal Purchase Invoice Supplier Access Applet: Internal Purchase Invoice features a purchase invoice listing page which outlines the details regarding all purchase invoices received, including:
Purchase Invoice No.
Branch
Purchaser Name
Supplier ID
Supplier Name
Amount Transaction
Updated Date
Created Date
Transaction Date
Status
View Internal Purchase Invoice
Users may click into any available purchase invoice on the listing page to view additional details on that purchase invoice.
Main Details
Under the Main Details tab, the following information about the purchase invoice is displayed:
Branch
Location
Purchaser
Transaction Date
Credit Terms
Reference
Remarks
Permit No
Currency
Tracking ID
Account
Entity Details
Under the first sub-tab of the Account tab, Entity Details will display the supplier’s general information as follows:
Entity ID
Entity Name
Status
Entity Type
Identity Type
ID Number
Currency
GL Code
Description
Email
Phone Number
Bill To
The second sub-tab, Bill To, will display the billing address of the supplier (if the purchaser selected one) with the following info:
Name
Email
Phone No.
Billing Address
Address Lines 1 - 5
Country
State
City
Postcode
Ship To
The third sub-tab, Ship To, will display the shipping address of the supplier (if the purchaser selected one), with the following info:
Recipient Name
Email
Phone No.
Shipping Address
Address Lines 1 - 5
Country
State
City
Postcode
Line Items
Line Items Tab
The Line Items tab displays a listing of line items linked to that purchase invoice with the following information:
Item Code
Item Name
Unit Of Measurement
Quantity
Unit Price
SST/VAT/GST
Transaction Amount
Users may click into each line item available for detailed information on that line item.
Item Details
The Item Details tab contains its own sub-tabs: Main Details, Delivery Instruction, Department, Doc Link, and Delivery Details.
Main Details
The Main Details sub-tab contains these information:
Item Code
Item Name
Quantity Base
Quantity by UOM
UOM to Base Ratio
Unit Price by UOM
Unit Discount by UOM
Unit Price
Unit Discount
Discount Amount
STD Amount (Unit Price * Quantity)
Net Amount (STD Amount - Discount Amount)
Tax Code
SST/GST/VAT
Tax Amount
Net Amount (SST/GST/VAT * Net Amount)
WHT Code
WHT
WHT Amount
Txn Amount
Remarks
Delivery Instructions
The Delivery Instruction sub-tab provides the supplier with specific instructions regarding the delivery of the line item. It contains the following information:
Delivery Instructions:
○ Instructions for the driver
○ Delivery Date
Delivery Message Card:
○ From: Sender
T○ Receiver
○ Message
Department
The Department sub-tab allows the user to view the Segment, G/L Dimension, Profit Centre, and Project related to the line item for their customer.
Doc Link
The Doc Link sub-tabs allow a user to view if the current line item is linked to any other documents via the Copy From and Copy To sub-tabs. Both sub-tabs display a listing with these information:
Doc No
Branch
Server Doc Type
Status
Date
Delivery Details
The Delivery Details sub-tab provides a user the following information regarding delivery:
Trip No
Driver Name
Vehicle No
Job Start Date
Job End Date
Delivery Status
Recipient Name
Quantity
Serial Number
The Serial Number tab is only applicable for line items with a serial number.
Costing Details
The Costing Details tab shows the following costing details for a line item:
Company Code
Location Code
Quantity
Moving Average Unit Cost
Weighted Average Unit Cost
FIFO Unit Cost
Manual Unit Cost
Last Purchase Unit Cost
Pricing Details
The Pricing Details tab shows a user the various pricing schemes related to the line item, along with these information:
Pricing Schema Code
Pricing Schema Name
Unit Price
Modified Date
Issue Link
The Issue Link tab allows users to view a list of linked issues to the line item, under which each linked issue can also display the logged time, if any, that was spent working on that issue. The listing contains these information:
Project
Issue Number
Issue Summary
Issue Description
Assignee
Created Date
Resolved Date
Status
Payment
In the Payment tab, users can view the payment made by their customers when finalizing the purchase invoice. The available information are:
Payment Method
Date
Paid Amount
Remarks
Department Hdr
Users may view the Segment, G/L Dimension, Profit Centre, and Project related to the purchase invoice for their customer under the Department Hdr tab.
Contra
Under the Contra tab, users can view any applicable contra document related to the purchase invoice created by their customers. Available information on the contra documents are as follows:
Server Doc Type
Status
Date
Amount Contra
Doc Link
The Doc Link tabs allow a user to view if the current purchase invoice is linked to any other documents via the Copy From and Copy To sub-tabs. Both sub-tabs display a listing with these information:
Doc No
Branch
Server Doc Type
Status
Date
Attachment
Users may view any attachments uploaded to the current purchase invoice under the Attachment tab. The listing provides the following information:
File Name
Doc Type
Size
Status
Date
Export
The Export tab allows a user to export the current document into an applicable format or file type, which is a PDF for a purchase invoice.
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