Purchase Invoice Inquiry (tfacp2600m100)

Use this session to view the details of a purchase invoice.

 

Invoice

The transaction type of the document.

Only documents of transaction category Purchase Invoices and Purchase Credit Notes are displayed in this session.

Document

The document number.

The combination of transaction type and document number is used to identify invoices.

Invoice Type
Invoice Status

The stage the invoice has reached in its processing.

Approved for Payment

An authorized user has approved the invoice for payment.

Budget Status

Indicates whether the budget allows this invoice to be processed.

  • The invoice can only be processed if the budget status is OK or Not Applicable.
  • If the budget status is Not Finally Checked Yet, from the appropriate menu, select Check Budget.

This field can have the following values

  • OK
  • Not Applicable
  • Not Finally Checked Yet
  • Budget Exception
Invoice Data
General
Business Partner

The invoice-from business partner from whom you received the invoice.

Supplier Invoice

The number under which the buy-from business partner registered the selected invoice. LN prints this number as the payment reference when the invoice is paid.

Reference

A text defined for internal use as reference.

Invoice Date

The date on which the invoice was created. LN uses this date, for example, to calculate the due dates and discounts.

Due Date

due date

Default value

LN calculates the due date using the document date and the payment terms entered in the Purchase Invoice Entry (tfacp2600m000) session.

You can modify this date.

Example

An invoice exists with an invoice amount of $1.000.000.000,-. The amount is not paid on time. According to the late payment surcharge, you must pay interest over this invoice. However, you agree with the pay-to business partner that you can pay this invoice at a later date, without having to pay interest. You can shift the due date for the invoice in this session.

Related topics

IRN

The Invoice Reference Number of the supplier that is linked to the purchase invoice.

Note

Infor LN populates this value when the QR code is decoded.

Supplier Invoice Date

The tax invoice date of the purchase invoice.

Note

Infor LN populates this value when the QR code is decoded.

Order
Order

The purchase order related to the invoice.

If the invoice is related to orders, you can change the order number. You cannot change the order number if the order is:

  • Matched
  • Approved
Packing Slip

The packing slip number.

Load

In LN, all goods and/or shipments carried by one means of transport on a specific date and time and using a specific route.

Shipment

The code of the shipment created by Warehousing during the advance shipment notice (ASN) process.

Freight Order Cluster

A freight order cluster is a group of freight order lines with matching properties, such as shipping offices, planning groups, overlapping time windows, transport means groups, and so on, that is subcontracted to a carrier. The carrier will plan and carry out the transportation of the goods listed on the freight order lines according to the subcontracting order.

Amounts
Amount

The invoice amount in the invoice currency.

Amount In

The invoice amount in the home currency.

Home Currency
Rate Determiner

The method to decide which date is used to determine the exchange rates.

During the composing process, all amounts in foreign currencies are converted to the home currency, based on the determined exchange rate.

Related topics

Exchange Rate Type

A way to group currency exchange rates. You can assign different currency exchange rates to different invoice-to business partners and/or to different types of transactions (purchase, sales, and so on).

Defined Rate

The defined rate. It is calculated as follows:

defined rate = currency rate * rate factor
Balance

The invoice balance in the invoice currency.

Currency

The invoice currency.

Note

For a Cost Invoice, LN enters the currency defined for the invoice-from business partner.

Balance In

The invoice balance in the home currency.

Balance in Home Currency
Tax
Level of Tax Calculation

The level on which the tax on the invoice must be calculated.

Default value

The default tax calculation level is set in the ACP Parameters (tfacp0100m000) session.

Tax Country/Code

The country in which the tax must be paid.

Default value

By default, LN enters the tax country defined in the order details of the order you selected.

Tax Code

The tax code for calculating tax over the invoice.

Default value

By default, LN enters the tax code of the selected order.

Tax Amount in Payment Currency

The amount to be paid as tax over the invoice amount.

Tax Amount in Home Currency

The amount to be paid as tax over the invoice, expressed in one of your home currencies.

Tax Period

The year in which the tax over the invoice amount is settled.

Tax Period

The period in which the tax has been settled.

Group Tax Code
Details
Purchase Type

The purchase type of the purchases made.

To retrieve the most specific default purchase type, for invoices that are related to purchase/freight orders, LN checks for a purchase type in the following order:

  1. The purchase type of the unmatched order line.
  2. The purchase type in the Purchase Type Exceptions (tcmcs2103m000) session for the invoice-from business partner and the purchase order origin, with the various details fields left blank.
  3. The default purchase type of the business partner group of the invoice-from business partner.

To retrieve the most specific default purchase type, LN checks for the default purchase type of the business partner group of the invoice-from business partner.

Original Invoice

If this invoice is a credit note, this field shows the transaction type, which is part of the identification number of the original invoice to which the credit note refers.

Original Invoice

If this invoice is a credit note, this field shows the document number, which is part of the identification number of the original invoice to which the credit note refers.

Supplier Tax Number

The tax number of the invoice-from business partner.

Original Schedule Line Number

If this invoice is a credit note, this field shows the payment schedule line or shipment number of the original invoice to which the credit note is linked.

Miscellaneous
Internal Text

If this check box is selected, a text exists for the invoice.

Payment
Payment Data
Payment Terms
Payment Method

The method used to create a payment (purchase invoice) or a receipt (sales invoice).

The payment method defines details such as:

  • The maximum amount
  • The due date
  • Allowance of foreign currencies and other details which must be printed on the report

These are default values that you can change on the order or on the invoice.

Reason for Payment

The reason for payment.

You can select a reason for the payment if:

  • The Add Reason to Foreign Payments check box is selected for the payment method in the Payment/Receipt Method (tfcmg0140s000) session and the invoice amount exceeds the Minimum Amount for Reason specified in the same session.
  • It is a foreign payment, which means that the selected buy-from business partner has a different country code to your company in which the purchase invoice is stored.
Additional description code

The code for the description of the reason for payment in a foreign currency. The additional description is a requirement for Nordic bank files.

If you register a purchase invoice, you can enter a reason for payment. If additional descriptions are linked to the reason for payment, LN displays the default additional description code. You can change the additional description code.

Late Payment Surcharge
Payment Agreement

A way to define how invoice amounts must be paid. This includes the payment methods that apply to various parts of the invoice amount, and the payment currency.

For example, you can define a payment agreement to pay the first part of the invoice amount through the bank according to payment method PM1, 40 percent of the remaining amount, according to payment method PM2, and the other 60 percent according to payment method PM3, which can be a trade note payable.

Cash Flow Reason

The cash flow reason of the transaction.

Related topics

Payment Data
Original Pay-to Business Partner

The pay-to business partner that is linked to the invoice-from business partner. For a factored invoice, the original pay-to business partner is replaced with the factor.

Related topics

Pay-to Business Partner
Pay-to Business Partner Address

The pay-to business partner's address.

Address Line 1

The first part of the address, as defaulted from the Address Line 1 field in the Addresses (tccom4130s000) session.

Name

The business partner's name.

Factoring Number

The identifier with which the business partner is registered by a factor.

Related topics

Payment Schedule
Subcontracting

If this check box is selected, the invoice is related to a subcontracting account.

You can select or clear this check box.

The invoice can only be a subcontracting invoice if:

  • The buy-from business partner selected is a subcontractor
  • Subcontracting master data is present for this business partner in the Subcontractors (tfacp3510m000) session
  • The business partner is not a one-time business partner
Bank
To Bank

The business partner's bank.

Bank Account

The business partner's bank account number.

IBAN

The business partner's international bank account number.

Bank Reference

If you use bank reference numbers, this is the bank reference number of the invoice.

Authorization Data
Hold Reason

A code attached to a purchase invoice to block the payment of that invoice.

For credit notes, this field is not available.

Assigned Approver

The person or department that is responsible for removing a hold reason from a registered invoice and release the invoice for further processing.

For credit notes, this field is not available.

Approve Before

The invoice must be approved before this date.

For credit notes, this field is not available.

Control Account/Dimensions
Control Account

A ledger account used to reflect the balance of a number of related subsidiary accounts.

In LN, 'control account' usually refers to the creditors' account or the debitors' account defined for the financial business partner groups in Accounts Payable and Accounts Receivable.

In addition to the creditors' account and the debitors' account, you can define a number of specific control accounts for a business partner group, such as control accounts for doubtful invoices, advance and anticipated payments or receipts, and realized and unrealized currency profit or loss.

Dimensions 1-12

Analysis account for ledger accounts to get a vertical view on ledger accounts. Dimensions are used to specify ledger account information.

Amount

The net invoice amount: the total invoice amount minus the total tax amount.

Summary
Summary
Costs to be specified

The total amount that must be specified because of matches that were done to an order line for cost items for which costs must be specified.

Matched Amount

The part of the invoice amount that was already matched with order lines. This amount is increased each time new orders are assigned to the invoice.

Costs to be specified Transactions

The total amount that is specified for cost items for which costs must be specified.

Matched Landed Costs

The part of the invoice amount that was matched with landed costs.

Entered Transactions

The total amount of the additional costs transactions entered for this invoice on the Additional Costs tab or in the Additional Costs (tfacp1101m100) session.

Note

For cost invoices, this is the total amount of the transactions entered for this invoice in the Transactions (tfgld1102m300) session.

Amount Unassigned

The invoice amount that is still unassigned to purchase orders or cost items. If this amount is zero, the invoice is fully matched.

Amount unassigned = (net amount + costs to be specified) - (matched amount + matched landed costs + entered transactions + costs to be specified transactions)
Note

For cost invoices, this is the invoice amount that is still unassigned to transactions.

Price Difference

A difference between the invoice amount and the order amount or the goods received amount which is caused by a difference between the price per unit on the order and the price per unit on the invoice.

The price difference amount can also include a currency difference if the order currency exchange rate is different from the invoice currency exchange rate.

Price difference = invoiced quantity * (order price per unit - invoice price per unit)
Batch
Batch Year/Period

The fiscal year in which the batch was created.

The fiscal period in which the batch was created.

Batch

The number of the batch of purchase invoices.

The batch reference.

Finalized by

The user who finalized the batch.

Other
Withholding Tax

If this check box is selected, withholding income tax or withholding social contributions is registered for the invoice.

Approval Document

The transaction type that is used for approving the purchase invoice. After you have successfully approved the invoice, LN enters the transaction type for approval in this field.

LN creates the financial transactions under this transaction type. It is not relevant for cost invoices.

Document Approval

The document number that is used for approving the purchase invoice. After you have successfully approved the invoice, LN enters a document number in this field.

LN creates the financial transactions under this document number. It is not relevant for cost invoices.

Text

Here you can enter additional information and comments.

 

GL Transactions
GL Approval Transactions

Starts the Document History - Transaction Lines (tfgld0618m200) session, showing the transaction lines of the approval document.

Payment-related Documents by Open Entry
Procurement Card Statements
Recurring Purchase Invoices
Subcontracting Invoice
Authorize Purchase Invoices
Clear Blocking Details of Paid Invoice

Empties the Hold Reason, Assigned Approver and Approve Before fields. This command is only available if the invoice was paid. Otherwise, maintain these fields in the session.

Payment Terms

Starts the Payment Terms(tfacp1111s000) session.

One-Time Business Partner Addresses
Withholding Tax

If withholding income tax or withholding social contributions is registered for the invoice, use this command to display the amounts.

Invoice Amounts in Euro

Starts the Invoice Amounts in Euro (tfcmg6500s000) session.

This command is only available if both of the following apply:

Invoice Detail Lines

Starts the Display Invoice Detail Lines (tfacp2505m000) session.