P/O Receipt Entry Invoice Screen

  1. Open Purchase Orders > P/O Transactions > Receipt Entry.
  2. Enter header information for the receipt, including the vendor number and, if you are receiving an existing purchase order, specify the purchase order number (or numbers if you are receiving multiple purchase orders).
  3. Use the Details table to receive items on the purchase order, or click Receive All to receive all the items.
  4. Click the Invoice button.

To create an invoice for the primary vendor, type the invoice number in the Invoice Number field at the top of the screen.

Note: The primary vendor is the vendor from which you received goods. You can include both item details and additional cost details for primary vendors on receipts, invoices, credit notes, and debit notes.

(additional cost vendors)

To create invoices for secondary vendors, type the invoice numbers in the Invoice Number field for each vendor whose invoice you are creating.

When you post the receipt, the program will create an invoice for all the additional costs entered on the receipt for the secondary vendors.

Note: A secondary vendor is one that adds charges to the receipt—such as for freight

This field shows whether an invoice has been posted for the selected secondary vendor.

You can post only one invoice for each vendor on a receipt. After you post the invoice, you can no longer change information for the vendor on the receipt.

The program displays the number and name of each secondary vendor for whom you have added an additional cost on the receipt.

To create an invoice for all the additional cost details entered on the receipt for a secondary vendor, select (highlight) the line for the vendor, then type the invoice number.

Overview

Use this screen to create invoices for the primary and secondary vendors on a receipt. For more information, see About Vendors.

Note: On this screen, you cannot enter duplicate invoice numbers for a vendor. However, you can enter duplicate invoice numbers as long as each of the invoices with the same number is for a different vendor.

Invoices are created during posting. You can post only one invoice for each vendor on the receipt, and the invoice includes all charges entered for the vendor on the receipt.

After posting, you cannot change information in the Invoice screen or on the receipt for item and additional costs you have invoiced.

Important! You should use the P/O Invoice Entry screen to enter 1099 information for vendors. More...

The 1099 Code and 1099 Amount fields appear on the Vendor Information tab in the Invoice Entry screen only for vendors for whom the Subject To 1099 Reporting option is selected in Accounts Payable.

For more information, see P/O Invoice Entry Screen.