Creating a supplier invoice
To create a supplier invoice, execute these steps:
- Select Financials > General Ledger > Journal Voucher Entry > Transactions. The Transactions (tfgld1101m000) session is displayed.
- Specify the required data in the header section and click New on the Transaction Types tab.
- Select API in the Transaction Type field and press Tab.
- Click Go to Details for the API transaction line. The Purchase Invoice Entry (tfacp2600m000) session is displayed.
- Verify that Invoice Related to Purchase Orders is selected in the Invoice Type field.
- Select or specify the import purchase order in the Order field and press Tab. Infor LN populates the order related data in the remaining fields of the invoice header.
- Specify the supplier invoice number in the Supplier Invoice field and click Save.
- Select Actions > Matching > Match Receipt. The Match Purchase Receipt Lines (tfacp2544m000) session is displayed.
- Select the receipt and click Match Selected Receipts.
- Click Save changes and exit. The Purchase Invoice Entry (tfacp2600m000) session is displayed.
- Verify that the matched receipt line is displayed on the Matched Lines tab.
- Select Actions > Generate Tax Transactions in the invoice header to generate the tax data for the supplier invoice.
- Verify that the Tax Consistent field is updated to Accepted and Registration Data Consistent field is updated to Yes on the Matched Lines tab.
-
Verify that the tax line is created for the supplier invoice based on the
purchase order and is displayed on the Tax
Lines tab.
Note: Verify that the tax code with no tax is used because tax is not applicable for imports.
- Click Approve to approve the supplier invoice.
- Verify that the Invoice Status is updated to Approved.