Invoice stages and purchase return notes

The system can be set up to determine if invoices, or credit notes, are to be received from the supplier when goods are returned. This information is defined in the Purchase Type.

Purchase Returns are designed to have the following stages:

Order Entry - mandatory
Order Confirmation - mandatory
Invoice Entry - optional
Invoice Matching - optional
Invoice Confirmation - optional.

It is recommended that the PRN Purchase Type that was used to create the PRN Order Entry is used for the invoicing stages. Different Purchase Types can be used as long as they are of the type PRN. You must be careful to ensure that the value labels and formulae are correct.

Invoice Entry allows the entry of the invoice or credit note. The invoice entry lines can either be manually entered, or generated from the original PRN order using the action Generate Invoices. Again, care must be taken with the value labels and formulae.

Invoice Matching allows the invoice or credit note to be matched with the PRN order that it was returned on.

Uwaga: The invoice or credit note cannot be matched with the original order or invoice that the goods were received on. It can only be matched with the PRN order which returned the goods.

Invoice Confirmation allows the invoice or credit note to be confirmed after being received.

Uwaga: Inventory updates cannot be performed within any of the invoice stages because there is no ability to perform allocations within the invoice functions.