Purchase Invoice Entry - Actions

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.
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
Save your changes.