Setting up Purchase Invoice Entry - Invoice Line General Details

Note: Only one user can amend a line at any one time.
  1. Open Purchase Invoice Entry (PIE).
  2. Specify this information in the Invoice Line General Details section:
    Line Number
    The sequential number of the invoice line. This is automatically generated by the system but can be overridden. For example, you may wish to renumber the lines to list them in a particular order.
    Line Status
    Approval Status
    The status the line has reached in the approval process. This is automatically entered by the system and can be:
    • Not Approved
    • Approved
    • Rejected
    • Not Applicable.
    Invoice Status
    The status the line has reached in the invoice process. This is automatically entered by the system and can be:
    • Not Available for Invoicing
    • Available for Invoicing
    • Part Invoiced
    • Fully Invoiced
    • N/A.
    Receipt Note Status
    The status the line has reached in the receipt note process. This is automatically entered by the system and can be:
    • Not Available for Receiving
    • Available for Receiving
    • Part Received
    • Fully Received
    • N/A.
    Receipt Note Required
    Select whether or not a receipt note is required for this line. This overrides the settings in the Purchase Type (PTS).
    Note:  This does not apply to goods type items, and only applies if there is no purchase order entry stage defined in the Purchase Type.
    Entered By, Entry Date and Entry Period
    These fields are automatically entered by the system from the current operator login details.
    Blanket Contract Id
    If the invoice is to be allocated against a Blanket Contract, this field contains the relevant identifier.
    Buyer
    The Employee Code for the buyer.
    Matching Required
    Check this box if matching the invoice line to an order line is required.
    Audit Date
    The date when an audit is due for the invoice.
    Account Code
    The account from which payment is to be made.
    Delivery Address Code
    The address to where the items were delivered.
    Carrier
    The supplier who delivered the order.
    Own Due Date
    The original date by which the order was expected to be received.
    Own Latest Due Date
    The currently expected receipt date for the order, if the original date has been amended.
    Supplier Due Date
    The original date by which the supplier agreed to deliver the order.
    Supplier Latest Due Date
    The currently expected date of delivery from the supplier, if the original date has been amended.
  3. Save your changes.
Related topics