Invoice

Use this page to view the invoicing data for the parts such as shipping, billing, line items, invoice tax, surcharges and discount related information.

The View option is available only for the invoices with status:

  • Accepted
  • Rejected
  • Paid
  • Cancelled

Review this information in the Shipping Information section:

Field Name Field Description
Facility The name of the location from where the demand for the parts is raised.
Ship To The location at which the parts are received.
Ship From The location from where the parts are shipped.

Review this information in the Billing Information section:

Field Name Field Description
Customer The name of the customer.
Supplier The name of the supplier.
Remit To Address The address to which the payment is sent.
Bill To Address The address to which the invoice is sent. This value is defaulted from the Invoice Profile page.
Customer Tax ID The tax code assigned by the tax authority such as the state or a county.
Supplier Tax ID The tax code assigned to the supplier by the tax authority such as the state or a county.
Direct Inquiries To (Invoice Inquiry Address) The address to which the queries related to the invoice are sent.

Review this information in the Invoice Information section:

Field Name Field Description
Invoice Number The code of the invoice.
Note:  This value is defaulted from the Shipper. However, the value can be modified.
Supplier Invoice The supplier invoice number associated with the Shipper ID. Or The supplier invoice number is specified in LN and published on Supplier Exchange.
Invoice Date The date on which the invoice is generated.
Shipper The code of the shipper.
Shipper Date The date on which the shipper is published.
Bill Of Lading The code of the shipment. This code is issued by the carrier that transports the shipment.
Freight The payment option for the shipping cost. Possible values:
  • Collect
  • Prepaid
  • Prepaid Invoice
Currency The currency in which the amount is expressed.
Terms Of Sale The percentage of discount and the period for which the discount is available.

Review this information in the Invoice Monetary Summary section:

Field Name Field Description
Total Invoice Line Amount The net amount of the line items for which the invoice is generated.
Invoice Tax The total tax applicable on the Total Invoice Line Amount. This value is the sum total of all the tax amounts specified in the invoice on the Invoice Tax tab.
Invoice Discount The discount amount applicable on the Total Invoice Line Amount. This value is the sum total of all the tax amounts specified in the invoice on the Invoice Discount tab.
Invoice Surcharge The surcharge amount applicable to the invoice. This value is the sum total of all the tax amounts specified in the invoice on the Invoice Surcharge tab.
Shipping & Handling Cost The shipping and handling costs applicable for the invoice. This value is the sum total of all the tax amounts specified in the invoice on the Shipping & Handling Cost tab.
Total Invoice Amount The total amount of the invoice based on these values:
  • Total Invoice Line Amount
  • Invoice Tax
  • Invoice Discount
  • Invoice Surcharge
  • Shipping & Handling Cost

You can use the View option on these tabs, to view the line items, invoice tax, discount, surcharge, shipping and handling cost, customer and supplier notes and the invoice history related data:

  • Line Items
    Note: You can expand the More Details icon to view the flex fields.
  • Invoice Tax
  • Invoice Discount
  • Invoice Surcharge
  • Shipping & Handling Cost
  • Supplier Note
  • Customer Note
  • History
  • Attachments

You can use the Add/ Delete option to add or delete a line item.

You can use the Publish option to publish an invoice against the purchase order.
Note: A message is displayed when the value in the Unit Price field is set to zero, for one or more-invoice lines.
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