Setting up Purchase Invoice Entry - Invoice Header

Open Purchase Invoice Entry (PIE).
Specify this information in the Invoice Header section:
Purchase Transaction Type

The required Purchase Type for the invoice.

If you want to view an existing invoice, leave this field blank, and select the invoice from selection list in the Purchase Invoice Reference field below.

Purchase Invoice Reference

The reference for the Purchase Invoice. This must correspond with the settings in the Purchase Type selected.

Status

Each static data record contains a status code that determines the current processing status of the record. A status is assigned to each static reference record, for example to every account, asset, customer and supplier. It determines the current processing status of the record.
- Open - this status is set automatically when you add a new record, for example, if you create a new account. Open items are available for input, inquiry, processing and reporting.
- Hidden - a record with a hidden status does not appear on any inquiries but is available for input, processing and reporting.
- Suspended/Held - a suspended record.
- Closed/Completed - a closed record cannot be used for input or processing. For example, you cannot post transactions to a closed account or analysis code.
You can alter the status of a record at any time. You must use the options on the Action menu to change the status.

Short Heading

The short heading, which is used where space is limited. If this is blank it defaults to the first characters of the description.

Transaction Date

The date of the invoice.

Invoice Period

The period in which the invoice was raised.

Supplier Code

The code of the supplier who the purchase order was placed with.

Invoice Address Code

The address where the invoice is to be sent.

Supplier Invoice Reference

The supplier's own reference for the invoice.

Standard Text Code

The code for any standard text to be included on the invoice.

Comments

Any additional comments relevant to the order.
Save your changes.