Using Generate New Invoice and Generate Invoice Line Actions

The Generate New Invoice and Generate Invoice Line actions accessible from the Purchase Invoice Entry Action menu can be used as a quick method to create an invoice and/or invoice lines. A purchase order or order line can be identified and these actions copy all the details from the order or order line to the invoice. You can then amend the details where required.

These actions also have the ability to match the order and invoice without going through the Purchase Invoice Matching function. This enables you to create and match an invoice to an order in one step.

Each time the Generate New Invoice action is used, a new invoice is created.

The Generate New Invoice and Generate Invoice Line actions follow similar principles to Purchase Invoice Matching. The outstanding quantities and values are calculated in the same way.

When matching you can also define tolerances in the operator records, and the value to which they are applied in the Purchase Type. That is, a quantity percentage, a value percentage tolerance and an absolute tolerance value.