Creating Invoices From a Receipt Using the P/O Receipt Entry Screen

You can use the Invoices button on the Receipt Entry screen to create invoices for the primary vendor and any secondary vendors on a receipt. More...

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.

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

  • Open the P/O Receipt Entry screen, and display the receipt you are going to invoice:

    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.

To create invoices for the primary and secondary vendors:

  1. With the receipt displayed in the P/O Receipt Entry screen, click the Invoice button.
  2. To create an invoice for the primary vendor, type the invoice number in the Invoice Number field at the top of the screen.
  3. To create invoices for secondary vendors, type the invoice number in the Invoice Number field on the line for each vendor whose invoice you are creating.
  4. When finished, click Close to return to the Receipt tab.
  5. Click Post to post the receipt and the invoices.