Creating invoice line items

You can add line items after creating a transaction.

  1. From the Invoices menu, select an unreleased record on the Invoice Batches tab.
  2. On the Transactions tab, open a transaction record.
  3. On the Lines Items tab, click Create.
  4. Specify this information if the Main tab’s Invoice Entry Template value is Standard:
    Description
    Specify an item description.
    Item Reference
    Specify an item reference.
    Project Funding
    Select a project funding value, which is a Finance Dimension 2 value.
    Project Contract
    Select a project contract.
    Project
    Select a project.
    User Sort Field
    Specify a user sort value.
    Transaction Amount
    Specify a transaction amount.
  5. On the Lines tab for an invoice, specify this information if the Main tab’s Invoice Entry Template value is Expanded:
    Item
    Select a receivable item or specify a user item. User items are refenced as Special items.
    Quantity
    Specify an item quantity.
    Unit Price
    Specify an item unit price.
    Unit Of Measure
    Select an item unit of measure. The unit of measure will default from the receivable item definition.
    Description
    Specify an item description. The description will default from the receivable item definition.
    Distribution Category
    Select a distribution category for user items.
    Line Type
    Select a global line type.
    Project Contract
    Select a project contract.
    Project
    Select a project.
    User Sort Field
    Specify a user sort value.
    Transaction Amount
    Specify a transaction amount.
  6. On the Tax section, specify this information:
    Taxable
    Mark this check box if the item is taxable. The taxable indicator is defaulted from the receivable item definition.
    Tax Code
    Select a tax code. The tax code is defaulted from the receivable item definition.
    Product Tax Category
    Select a product tax category. The product tax category is defaulted from the receivable item definition.
    Tax Usage Code
    Select a tax usage code. The tax usage code is defaulted from the receivable item definition.
    UNSPSC Code
    Select a United Nations Standard Products and Services (UNSPSC) code.
  7. On the Project section, specify this information:
    Project Funding
    Select a project funding value, which is a Finance Dimension 2 value.
    Project Contract
    Select a project contract.
    Project
    Select a project.
  8. On the Add On Charges tab for a line, specify this information:
    Add On Charge
    Select an add on charge.
    Flat Amount
    If the add on charge is define a flat amount type, the amount is defaulted from the add on charge definition. The amount can be overwritten.
    Percent
    If the add on charge defines a percent type, the percent is defaulted from the add on charge definition. The percent can be overwritten.
  9. On the Distribution tab for a line, distributions are automatically created. To update or create distributions, specify this information:
    Distribution Category
    Select a distribution category.
    Currency Amount
    Specify the amount of the distribution.
    Global Ledger Account
    Specify the global ledger account. Default global ledger accounts can be overwritten.
    Tax Code
    Select a tax code. The tax code will default from the receivable item definition.
    Taxable Amount
    Specify the taxable amount of the distribution amount.
  10. In the Add On Charges tab for an invoice, specify this information if the Main tab’s Invoice Entry Template value is Expanded:
    Add On Charge
    Select an add on charge.
    Flat Amount
    If the add on charge is define a flat amount type, the amount is defaulted from the add on charge definition. The amount can be overwritten.
    Percent
    If the add on charge defines a percent type, the percent is defaulted from the add on charge definition. The percent can be overwritten.
  11. On the Tax section, specify this inormation:
    Taxable
    Mark this check box if the item is taxable. The taxable indicator is defaulted from the receivable item definition.
    Tax Code
    Select a tax code. The tax code is defaulted from the receivable item definition.
    Product Tax Category
    Select a product tax category. The product tax category is defaulted from the receivable item definition.
    Tax Usage Code
    Select a tax usage code. The tax usage code is defaulted from the receivable item definition.
    UNSPSC Code
    Select a United Nations Standard Products and Services (UNSPSC) code.
  12. On the Project section, specify this information:
    Project Funding
    Select a project funding value, which is a Finance Dimension 2 value.
    Project Contract
    Select a project contract.
    Project
    Select a project.