Creating a Match invoice record for VAT reverse

When creating a Match invoice record, you must use a tax code record that has VAT Reverse enabled.

For information about how to enable VAT reverse charges, see the Financials Setup and Administration Guide.

  1. Sign in as Match Specialist and select Manage Invoices.
  2. Click Create Invoice.
  3. Specify the required fields.
  4. On the Lines tab, click Create.
  5. In the General Information section, provide information such as Item, Unit Cost, Distribution Code and Early Delivery Date.
  6. In the Tax section, select the Taxable field.
  7. Select a Tax Code where the VAT Reverse Indicator field is selected.
  8. Release the purchase order.
  9. Select Manage Receiving > Receiving.
  10. Click Create.
  11. Specify the required fields.
  12. Click OK.
  13. Specify the Received Quantity.
  14. Release the purchase order receipt.
  15. Select Manage Invoices.
  16. Click Create Invoice.
  17. In the Invoice Entry Template field, select Match Invoice.
  18. Complete the purchase order page. Specify these required fields:
    • Payables Company
    • Invoice Number
    • Invoice Date
    • Due Date
    • Invoice Amount
  19. Click Match.