Purchase Invoice Entry - Actions

  1. To carry out one of the following actions for the whole of the current Purchase Invoice, select it from the Action menu within the Purchase Invoice form.
  2. Specify this information:
    New Invoice
    Clears the current invoice from the screen ready for a new invoice to be entered.
    Hold and Release All
    Hold prevents further processing from being carried out until the Release option is selected.
    Confirm All
    Confirms all the lines on the Purchase Invoice.
    Approve Invoice
    If Approvals are in use in your system this option enables you to approve or reject the order.
    Generate Debit Lines
    Receive Items
    This option displays the Inventory Receipt Note Entry Form providing there is no purchase order entry stage defined on the Purchase Type (PTS).
    Print All
    To use this function a Document Format must be associated with the current stage of the Purchase Invoice.
    Embed Std Para
    This option displays the Standard Text Language Variants form. This form enables you to attach a paragraph to the document to be printed.
    Show Presets
    This option displays the available presets for the invoice line.
    Control Values
    A control total, or control value, is used as a check to ensure the user has entered the correct value or quantity. This option displays control values as defined in the Purchase Type.
    Generate New Invoice
    Re-process All
    This action enables you to perform all validation and processing that occurs when a line is entered. Some of the activities carried out are:
    • Recalculate formulae and value labels if the Recalculation field is set for the current stage on the Purchase Stage form.
    • Perform auto-allocations for issue, if not already allocated, and the allocation stage defined in the Purchase Type has been passed.
    • Update inventory (that is, create receipts and issues) if the update failed at an earlier stage.
    • Set a line to Held if required (for example, if item characteristics have been removed).
    Match All
    Generate Transaction Line
  3. Save your changes.