Purchase invoice - Revision history

Wikiadmin: /* Header */

2021-09-03T06:45:31Z

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Wikiadmin at 06:42, 3 September 2021

2021-09-03T06:42:39Z

Wikiadmin: /* Header */

2018-12-27T07:55:12Z

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Wikiadmin: /* Header */

2018-12-27T07:53:26Z

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2018-12-27T07:53:13Z

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Wikiadmin: /* Header */

2018-12-27T07:51:34Z

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2018-12-27T07:51:09Z

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Wikiadmin: /* Payment */

2018-10-24T04:40:20Z

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Wikiadmin: /* Payment */

2018-10-24T04:36:35Z

‎Payment

Wikiadmin: /* Exchange rates */

2018-10-24T04:35:22Z

‎Exchange rates

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 === Header ===
 Supplier invoices can be registered, booked and managed in the header section of the purchase invoice window.
 {{ManualDoc:T290}}

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 {{BackTo|Procurement Management}}
-== Introduction ==
+=== Introduction ===
 Purchase invoice window allows to register and manage supplier's invoices.
-A purchase invoice is an itemized statement of the goods or services provided by a vendor or supplier. It indicates the quantity and price of each product or service provided or to be provided.
+{{ManualDoc:W183}}
-Normally the "finance" team is in charge of managing this stage of the chain, which usually comes after "Goods Receipts" booking and management.
+=== Header ===
 Supplier invoices can be registered, booked and managed in the header section of the purchase invoice window.
-'''Header''' lists the main terms and conditions related to the purchase invoice.
+{{ManualDoc:T290}}
-== Lines ==
+=== Lines ===
 Once the purchase invoice header has been properly filled in and saved purchase invoice lines can be registered in this tab.
-== Line Tax ==
+=== Line Tax ===
 Line tax information is automatically populated for each purchase invoice line upon completion of the invoice.
-== Tax ==
+=== Tax ===
 Summarized purchase invoice tax related information is shown in this tab.
-== Basic Discounts ==
+=== Basic Discounts ===
 This tab lists information about the discounts automatically applied based on the supplier configuration and / or manually entered for the purchase invoice.
-== Payment Plan ==
+=== Payment Plan ===
 The payment plan tab lists the scheduled payments expected against the invoice.
-== Payment Details ==
+=== Payment Details ===
 This tab displays the details of the payments made against the invoice.
-== Reversed Invoices ==
+=== Reversed Invoices ===
 This tabs allows the user to select the invoices (if any) being reversed by the invoice being created. When the user voids an existing invoice the reverse invoice is automatically created by Openbravo and linked to the original invoice being reversed. In case of creating a Reverse Purchase Invoice which partially voids an existing invoice/s, the user must manually select the invoice/s being reversed in this tab.
-== Exchange rates ==
+=== Exchange rates ===
 The exchange rate tab allows to enter an exchange rate between the organization's general ledger currency and the currency of the supplier's  invoice to be used while posting the invoice to the ledger.
-== Payment ==
+=== Accounting ===
 Accounting information related to the purchase invoice
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 {{BackTo|Procurement Management}}
-[[Category:User_Guide]]
+[[Category:User_Guide]] [[Category:Generated Doc]]

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 * '''Payment Method:''' defines when a purchase invoice needs to be paid. Defaulted according to the Vendor/Creditor tab of the Business Partner window.
 * '''Supplier Reference:''' this is a not-mandatory field which can be used to enter the supplier invoice number.
 == Lines ==

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 Some other fields to note are:
-* Transaction document defaulted as "AP Invoice" or purchase invoice document type which can be manually changed to either "AP Credit Memo" or "Reversed Purchase Invoice".
+* '''Transaction document''' defaulted as "AP Invoice" or purchase invoice document type which can be manually changed to either "AP Credit Memo" or "Reversed Purchase Invoice".
 ** "AP Credit Memo" and "Reversed Purchase Invoice" document types can be considered credit purchase invoices, the difference between them is that:
 *** "AP Credit Memo" type must contain either an "Invoiced Quantity" > 0 or "line Net Amounts" >0. Above implies that invoices set as "Credit Memo" should not be related to "Orders" or "Shipments".

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 *** "AP Credit Memo" type must contain either an "Invoiced Quantity" > 0 or "line Net Amounts" >0. Above implies that invoices set as "Credit Memo" should not be related to "Orders" or "Shipments".
 *** "Reversed Purchase Invoice" type must contain either an "Invoiced Quantity" <0 or "line Net Amounts" < 0. These are the invoices types that can be related to return "Orders" or "Shipments".
 == Lines ==

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 In majority of the cases main (and the only) field needed to create a new purchase invoice document is the Business Partner field. All other fields will be pre-filled automatically based on the selected Business Partner, logged in User preferences and other system default parameters.
-[File:WS290.png]
+[[File:WS290.png]]
 Some other fields to note are:

← Older revision		Revision as of 07:51, 27 December 2018
Line 17:		Line 17:
	Supplier invoices can be registered, booked and managed in the header section of the purchase invoice window.		Supplier invoices can be registered, booked and managed in the header section of the purchase invoice window.

		+	'''Header''' lists the main terms and conditions related to the purchase invoice.
		+
		+	In majority of the cases main (and the only) field needed to create a new purchase invoice document is the Business Partner field. All other fields will be pre-filled automatically based on the selected Business Partner, logged in User preferences and other system default parameters.
		+
		+	[File:WS290.png]
		+
		+	Some other fields to note are:
		+	* Transaction document defaulted as "AP Invoice" or purchase invoice document type which can be manually changed to either "AP Credit Memo" or "Reversed Purchase Invoice".
		+	** "AP Credit Memo" and "Reversed Purchase Invoice" document types can be considered credit purchase invoices, the difference between them is that:
		+	*** "AP Credit Memo" type must contain either an "Invoiced Quantity" > 0 or "line Net Amounts" >0. Above implies that invoices set as "Credit Memo" should not be related to "Orders" or "Shipments".
		+	*** "Reversed Purchase Invoice" type must contain either an "Invoiced Quantity" <0 or "line Net Amounts" < 0. These are the invoices types that can be related to return "Orders" or "Shipments".

	== Lines ==		== Lines ==

← Older revision		Revision as of 04:40, 24 October 2018
Line 51:		Line 51:

	== Payment ==		== Payment ==
−
−	~~<ref>Payment</ref>~~

	Payment/s can be made against a purchase invoice by using the Add Payment button which opens the Add Payment window.		Payment/s can be made against a purchase invoice by using the Add Payment button which opens the Add Payment window.

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 <ref>Payment</ref>
 Payment/s can be made against a purchase invoice by using the Add Payment button which opens the Add Payment window.
 == Accounting ==