Creating an Invoice

Use this page to create invoices based on the ASN details and invoice profile data. You can specify the invoice data such as the invoice number, the date, the type and the shipper number.

  1. Select Billing > Invoice Create. The Create Invoice page is displayed.
  2. Specify this information:
    Facility
    The name of the location from where the demand for the parts is raised.
    Note: This value is defaulted from the Default Facility field on the User Profile page.
    Ship To
    The location to which the parts are shipped.
    Note: 
    • You must select the DropShipTo value in this field in case the shipment is delivered at an address other than the specified Ship To addresses.
    • This value is defaulted from the Default Ship To field on the User Profile page.
  3. Select Purchase Order check box. The invoice is created for a purchase order directly without referring to the shipper.
  4. Click Load POs. The list of purchase orders with the consignment payment are displayed.
  5. Specify this information:
    Ship From
    The location from where the parts are shipped.
    Type
    The type of invoice. Possible values:
    • Production Invoice: This invoice is created for production parts.
      Note: By default, the Production Invoice is considered, if the Purchase Order check box is selected.
    • Miscellaneous Invoice: This invoice is created for other charges (surcharges).
    Shipper ID
    The ID number of the ASN used to determine the cost.
    Note:  This field is enabled only if the Type is set to Production Invoice.
    Invoice Number
    The code of the invoice.
    Invoice Date
    The date on which the invoice is created.
  6. Click Create Invoice. The Production Invoice or Miscellaneous Invoice page is displayed.
    Note:  You can specify the information in the Ship From, Type and Shipper ID fields only when the Purchase Order check box is cleared.