If clicked, opens the Enter Invoice Received form for the selected Purchase Order, used to complete the invoicing process.

If clicked, marks the selected Purchase Order as "un-invoiced". The Purchase Order must be invoiced, but not paid to use this function. 

Allows for the order to be un-invoiced/un-received in one step.

• Only visible on the form when the security setting "Purchase orders -- One step un-invoice and un-receive purchase orders" is set to true.
• When clicked the selected order will be un-invoiced using the invoice date(tp_invrecv) as the un-invoice date, and the un-received using the receive(tp_recevd) date as the un-received date. If the order was not invoiced, the order will be un-received. If the order was also not received, the user will be prompted with this information.
• No posting dates and any individual checks that would prevent un-invoicing and un-receiving will be honored.

If clicked, opens the Orders to be Invoiced form, which is used to view the Purchase Orders available for invoicing.

Search field used to select a specific Purchase Order to be invoiced.

Search field used to select a Vendor, which will filter for Purchase Orders entered for the selected Vendor.

Search field used to select a Facility, which will filter for Purchase Orders that were received into the selected Facility.

Search field used to select a Facility Group, which will filter for Purchase Orders that were received into Facilities within the selected group.

If clicked, opens the Enter Invoice Received form for the selected Purchase Order, used to complete the invoicing process.

If clicked, opens the selected Purchase Order in view mode.

If clicked, offers users two options.

• Filter the list of Purchase Orders between Invoiced or Not Invoiced.
• Invoice all Not Invoiced orders using the "Invoice All" button. Once clicked, the system will display the Invoices form. At this point, users can move the appropriate invoices to the right-hand side of the form, click the "Continue" button, enter the appropriate date and invoice number information, and click the "Invoice" button to complete the process. The "Invoice All" button is only available when selecting a Show Orders option of Not Invoiced.

If clicked, opens the Order Adjustments form, which is used to make add non-stock parts or modify existing non-stock parts on orders.

• Useful in situations where additional freight or custom charges need to be added to orders. Note that adjustments made with this button occur prior to invoicing the order and therefore will hit the GL on the original PO receipt date. In this case, users will need the "Purchasing -- adjustments prior to invoicing" security set to yes before proceeding.
• When saving an order adjustment, Purchase Order User Calculations will be re-calculated.
• The "Display All PO Lines For Adjustments During Invoicing" is available in Purchasing Options. If this field is set, then one row for each Purchase Order line will automatically be displayed on the Order Adjustments form when performing adjustments during PO invoicing and additional options will be available to the user as explained in the previous link.

The date specified on the invoice received from the Vendor. Defaults to today's date.

• This date affects the GL aging for this Vendor in connection with the Payment Due information specified on the Terms.
• The "No Posting Before" and "No Posting After" dates in Accounting Options do not control entries in this field.

The date payment is due as specified by the Terms, with the "Vendor Invoiced" date being day zero.

• If discounts are taken, the cash discount is automatically calculated, and the Date to Pay is set to the last day that the discount is available to be taken.
• If the Terms do not include discount options, the date is based on the “Payment Due” field as specified by the Term parameters.

Required. Indicates the Vendor for this invoice.

• If there is no difference between the Invoiced Total and Current Total, this should be the same Vendor from the invoices selected.
• If there is a difference between the Invoice Total and Current Total, users have the option of selecting a different Vendor for the difference, or they may use the original Vendor.

Indicates the amount that will be invoiced for the Vendor. Defaults to the Current Total amount.

• If a different amount than that in the Current Total field is entered, the system will use the invoice all difference feature.

Option to select an account where differences will be posted when using the invoice all difference feature mentioned above. This account will be used on the new PO created to account for the invoice difference.

Option to indicate the Facility that will be used on POs for invoice total differences.

• If all PO's selected have the same facility, that facility displays in this field.
• If all PO's do not all have the same facility, the system default facility will be used.
• If a user tries to process a transaction from this form where the totals don't match, causing a PO to be created, the system will use the facility specified here. 
• If the facility is empty and the totals do not match, the user will be prompted with "Please select a facility before proceeding."

If clicked, marks the selected Purchase Order as Invoiced.

If clicked, displays theOrder Adjustmentsform. The Order Adjustments function allows authorized users to add non-stock parts or modify existing non-stock parts on either received, but not invoiced Purchase Orders 

Displays theVendorassociated with the selected Purchase Order.

Displays the selected Purchase Order number.

Displays theTermsassociated with the selected Purchase Order that will be applied to this invoice.

Displays theCurrencyassociated with the selected Purchase Order.

Displays the total order amount of the selected Purchase Order.

Displays the invoice amount that will be considered for the transaction.

The number that will be listed on the check when printed.Defaults to the value listed in the "Default Invoice" field on the Order Defaults tab of the Vendor record.If the "Require Unique Invoice Number" flag is marked as true on the General tab of the Vendor record, the value in this field must be unique from other Invoice Numbers entered for this Vendor. Attempting to enter a duplicate Invoice Number will result in the user receiving a prompt and being unable to proceed.

Memo field used to enter additional notes, which may be printed on the check sent to the Vendor.

The date payment is due as specified by theTerms, with the "Vendor Invoiced" date being day zero.If discounts are taken, the cash discount is automatically calculated, and the Date to Pay is set to the last day that the discount is available to be taken.If the Terms do not include discount options, the date is based on the “Payment Due” field as specified by the Term parameters.

Displays the Ordered date listed on the Dates tab of the selected Purchase Order.

Displays the Received date listed on the Dates tab of the selected Purchase Order.

The date the system will post the invoicing transaction to the General Ledger.Defaults to the current date and should be left unchanged.Postings may be restricted to certain dates via the "No Posting Before" and "No Posting After" fields in Accounting Options.

The date specified on the invoice received from the Vendor.This date affects the GL aging for this Vendor in connection with the Payment Due information specified on the Terms.The "No Posting Before" and "No Posting After" dates in Accounting Options do not control entries in this field.

Indicates the date the purchase order has arrived for domestic orders or the date the purchase order left the country for international orders.If this date is filled in, the system will use it, and not the vendor invoice date, to calculate the date to pay based on the payment terms.The security setting "Purchasing -- allow invoice date to precede receipt date" also applies to this field so that users cannot set the Possession Date to a date before the receipt date.

Used to enter any freight charges as indicated on the invoice supplied by the Vendor.

Account to which Freight Charges will be applied.Defaults to the account listed in the "Freight In" field in Accounting Options.Users with access to the security setting "Purchasing -- change freight account" may override this value.

Used to enter any adjustments for the invoice.The "Max PO Adjust" field in Purchasing Options controls the maximum amount (both positive and negative) that may be entered in this field.

Account to which Adjustments will be applied.Defaults to the account listed in the "AP Adjustments" field in Accounting > Options > Accounts Payable tab.Users with access to the security setting "Purchasing -- change adjustment account" may override this value.If needed, the "Adjustment Account" may be the same as the "Charge To" account specified for expense lines on Purchase Orders.

The amount to be invoiced calculated as the sum of the "Balance" field plus any values listed in the "Freight Charges" and "Adjustment" fields.Defaults to "Total Order" amount. If modified, the amount entered less the "Total Order Amount" less the "Freight Charges" amount will populate in the "Adjustment" field.

Displays the amount to be discounted from the Invoice Amount based on the value listed in the "Discount %" field of the Terms assigned to the selected Purchase Order.

Net amount to be paid calculated as the "Invoice Amount" less the "Cash Discount".

Only available when using the "Invoice/Pre-Pay" flag duringPurchase Order entry.If checked, the Purchase Order is saved but not marked as paid even though a payment is applied, whether partial or full. This allows a pre-paid or credited amount to be applied against a Purchase Order. Also disables all fields except "Vendor Invoiced", "Freight Account", "Adjustment Account", "Net to Pay", and "Remarks" and sets the "Print Check Now" flag to true.If not checked, the system immediately receives, invoices, and pays the Purchase Order.

Determines if discounts as specified on theTermsassigned to the selected Purchase Order will be taken during the invoicing process. If checked, (1) the "Discount %" listed on the Terms assigned to the Purchase Order will be applied to the "Balance" amount on this form, regardless of the invoiced versus paid date range, (2) the resulting value will be displayed in the "Cash Discount" field, and (3) the "Date to Pay" on this form will update based on the "Discount Type" and associated cut-off specified on the Terms.If not checked, the "Cash Discount" field defaults to 0 and the "Date to Pay" will calculate based on the "Due Type" and associated due date values specified on the Terms.Defaults based on the "Take Discounts" flag on the General tab of the Vendor record.If the "Take Discounts On Freight" flag is set to true on the General tab of the Vendor record, the discount will be applied to the "Invoice Amount" as opposed to the "Balance" amount.If the value in the "Cash Discount" field is manually adjusted then this flag is checked, the value in the "Cash Discount" field will revert to the original value, but may be overridden.