Invoice profile

Suppliers can use the Invoice Profile functionality to define the invoice information such as the billing, tax code, shipping and handling costs, surcharges, invoice discount, invoice tax, part tax, part discount and terms of sale this functionality helps streamline the invoice process.. This is an optional set up.

The invoice information can be defined for the combination of:

• Ship From, Facility, and Ship To
• Ship From, all Facilities and Ship To
• All Ship From, Facility and Ship To
• Ship From, Facilities and all Ship To

The information specified in the invoice profile is used when creating an invoice. If the invoice profile is not available for a specific combination, the information must be manually specified.

You can access the Invoice Profile page from the Billing menu. On this page, you can define the appropriate information on these tabs:

• Tax Codes:

  Use this tab to select the tax code applicable to the invoices. This tax code is used to calculate the taxes related to the invoice.

  Note:  This tab includes the customer defined tax codes from which you can select the applicable tax code.
• Billing Info:

  Use this tab to define the billing information related to the invoices associated with the specific Ship From. The billing information includes the tax ID, remit to address, and inquiry address.

• Handling:

  Use this tab to define the handling costs applicable to the invoices associated with the specified combination of:

  • Ship From
  • Facility
  • Ship To
• Shipping:

  Use this tab to define the shipping costs applicable to the invoices associated with the specified combination of:

  • Ship From
  • Facility
  • Ship To
• Invoice Discount:

  The invoice discount is the discount percentage applicable to the total amount of the invoice line items. Use this tab to specify the discount percentage applicable to the invoices associated with the specified combination of:

  • Ship From
  • Facility
  • Ship To
• Surcharge:

  The surcharge is an additional amount that is added to the total amount of the invoice line items. Use this tab to specify the surcharge amount applicable to the invoices associated with the specified combination of:

  • Ship From
  • Facility
  • Ship To
  Note:  You can also define the surcharge applicable to the invoice associated with the specified combination and the purchase order number.
• Invoice Tax:

  The invoice tax is the tax percentage applicable to the total amount of the invoice line items. Use this tab to define the tax rate applicable to the invoices associated with the specified combination of:

  • Ship From
  • Facility
  • Ship To
• Parts Tax:

  The parts tax is the tax percentage applicable to the specific line item amount on an invoice. Use this tab to define the tax rate applicable to the line item of the invoice associated with the specified combination of:

  • Part
  • Ship From
  • Facility
  • Ship To
• Parts Discount:

  The parts discount is the discount percentage applicable to the cost of the bulk quantity of the part. Use this tab to define the part quantity and the discount percentage applicable to the line item of an invoice associated with the specified combination of:

  • Part
  • Ship From
  Note:  Supplier can define the quantity of the part for which the discount percentage is applicable to the invoice line item.
• Terms of Sale:

  The terms of sale for an invoice includes the payment related information. Use this tab to define the discount percentage and the number of days the discount is applicable to an invoice associated with the specified combination of:

  • Ship From
  • Facility
  • Ship To