Purchase Invoice: Difference between revisions
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(Here I am going to transfer document from Goods Received Note)
[[File:PI1.png]]
[[File:PI2.png]]
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'''P/I No:''' <<New>> means to follow auto-running numbering (maintained at
'''Supplier D/O No.:''' will be captured from Goods Received Note.
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'''Purchase Agent:''' assign a purchase agent (if any). The default Purchase Agent can be assigned in Creditor Maintenance.
'''Ship Via:''' assign the shipping method (maintained at
'''Shipping Info:''' key in the info of shipping or transportation.
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[[File:CFB2.png]] to be save as template. (Refer
[[File:CFB3.png]] to be save as recurrence. (Refer
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'''New Payment:''' System will auto generate payment voucher to knock off with the invoice.
'''Post To GL?:''' If this is unchecked, AP invoice will not be posted automatically (related to G/L). You can go to
'''Post to Stock?:''' If this is unchecked, the stock will be not be affected when issuing the document.
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'''Rounding Method:''' There are 2 options for rounding, whole document rounding (ver3) and line by line rounding (ver 2).
'''Data Entry by Past Purchase Records:'''This is used to create a new document by referring to what were purchased in the past from a particular supplier. See also [[Non Module: Data Entry
'''Refresh Account No:''' This is to refresh the account no to the default account.
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'''Qty:''' key in the quantity.
'''Unit Price:''' the selling price will be captured (either Standard Selling Price or according to the setting in ''<span style=color:red>Tools > Options > Invoicing > Auto Price</span>'')
'''Discount:''' this is called column discount; you may key in the discount for any particular detail row. The discount could be a value (e.g. 5, 5.5, 10... ), a percentage (e.g. 5%, 5.5%, 10%), or a multi-level discount (e.g. 5+5.5, 5+5%, 5%+5%, 10%+5, 5%+5%+10, .... )
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Click on <span style=color:red>''Save & Preview''</span>,
[[File:PI13.png]]
[[File:PI14.png]]
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'''Manage Template:''' Refer
'''Manage Recurrence:''' Refer [[Recurrence]].
'''Load Data Option:''' to specify the number of recent days when loading data instead of to load all data, so that the loading speed can be further improved.
'''Post To G/L:''' to manually post the entries to G/L
[[Category:Users]]
{{NavigateForUser}}
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