Purchase Invoices are used to record material and service purchase information. This option is located under the Transactions menu of the Purchasing module. When invoices are recorded, customer information, payment status, and the warehouse status of the materials purchased are tracked, and the material level and risk control is performed.
Recorded invoices affect the AR/AP risk and immediately update the AR/AP balance. One or many order slips can be transferred into the invoice, and an order can be closed with multiple invoices using the partial delivery feature. The buttons in Purchase Invoices browser and Related Records, Info and right-click menu options are used to record new purchase invoices or to modify existing definitions.
| New | Used to record purchase invoices. |
| Update | Used to modify invoice information. |
| Delete | Used to delete purchase invoices one by one or in batches. |
| View | Used to view invoice information. The information displayed using this option cannot be changed. |
| Copy | Copies invoice information into a new invoice. Used for quick data entry. |
Change Status | Used to change invoice status. In case of cancelling an invoice, you specify the reason for cancelling in Reason for Cancelling field. | |
E-Invoice Status Change | If e-invoice status is "Could not send to RA", "Could not process at RA", "Could not send to the receiver", or "Could not process at receiver", "E-invoice status change" option will become active in Sales and Purchase Invoices browsers. This option is used to rearrange status as "will be sent to RA". | |
Batch Status Change | Used to cancel or undo cancellation for invoices collectively. | |
Apply Price Difference | Used to apply price difference. You can access price differences invoices of invoices to which price difference is applied from Info menu > Related Invoices. | |
| Print e-Archive Invoices as Draft | Used to print the e-Archive invoices that are not sent to the integrator as draft with watermark. It can be printed when the e-Archive status of the invoice is one of the following status: “e-Archive invoice will be generated”, “e-Archive Invoice is generated” and “Error on Server”. The “Print Invoices in Draft” parameter in Sales Management parameters should be selected as Yes to print. | |
Delay Payments | Used to delete payment (collection) transactions for the selected invoice. | |
Generate Payments (Collections) | Used to generate payment (collection) transactions for the selected invoice. | |
| Generate CGS G/L Slips (Main Chart of Account /Second Chart of Account/Third Chart of Account) | It is located in Purchase Return Invoice > F9 menu. The CGS accrual is generated with this operation if the input amount of the material is different from the purchase return invoice amount. The CGS G/L slip is generated by operating the costing service in Material Management > Operations. The slip is displayed through Purchase Invoices > Attached Records > CGS G/L Slip (Main Chart of Account / Second Chart of Account / Third Chart of Account) option. | |
Commissioning | Used to commission asset lines in Asset Purchase Invoices. This option opens Commissioning Slip and asset information which is entered in invoice lines is transferred to the slip. Once saved, it is shown in Asset Management > Transactions > Asset Transactions list. It is also displayed with Purchase Invoices browser > Attached Records > Commissioning slip. If there is an asset which is commissioned previously in invoice lines, the user is informed. | |
Budget Connections | Used to list budget and budget items to which invoice lines are reflected on the invoice basis. Budget information can be checked based on the material/service code in the invoice. | |
Return | Used to perform purchase return operations over the invoice record directly. See. Return Operations in Invoices and Receipts | |
Revision History | Used to track any changes made on e-invoices. This option is active only in invoices of e-invoice type. | |
General | ||
|---|---|---|
Send | Used to send purchase invoices to the related AR/AP. | |
| Batch Send | Used to send the selected invoices collectively to the relevant suppliers. |
Print (Label) | Used to print material information used in invoices on label forms. | |
Print (G/L Slip) | Used to print the relevant G/L slip related to the invoice and generated according to the main chart of accounts by considering "Print Unapproved Slips" parameter value. | |
Send (Analytical Journal) | Used to print the relevant G/L slip together with analytical codes if the G/L slip of invoice has an analytical G/L account. | |
e-Invoice | Used to display e-invoices in official (RA) format. | |
| Attached Records | |
G/L Slip (Main Chart of Accounts) | Used to access the G/L slip of the listed invoice generated according to the main chart of accounts from the purchase invoices list. | |
G/L Slip (Second Chart of Accounts) | Used to access the G/L slip of the listed invoice generated according to the second chart of accounts from the purchase invoices list. | |
G/L Slip (Third Chart of Accounts) | Used to access the G/L slip of the listed invoice generated according to the third chart of accounts from the purchase invoices list. | |
Generate Cost Distribution Slip | Used to generate Cost Distribution Slip through the service invoice. | |
Debit / Credit Tracking | Used to track and close the debts of the AR/AP of the invoice. | |
| Service Income/Expense Distribution G/L Slips (Main Chart of Account /Second Chart of Account/Third Chart of Account) | The accrual slips generated with Service Income/Expense Distribution is accessed through these invoices after the invoice operations. | |
CGS G/L Slip ((Main Chart of Account /Second Chart of Account/Third Chart of Account) | It is used to access the accrual slips generated with the Generate CGS G/L Slips operation when the material input amount is different from the purchase return invoice amount. | |
Commissioning Slip | Used to display the assets commissioned with Commissioning option in Asset Purchase Invoices F9 menu. This option opens Commissioning Slips in view mode and no changes are allowed. If required, changes can be made on the slip by accessing the relevant record from Asset Management > Transactions > Asset Transactions browser. | |
Electronic Signatures | Used to change status of Purchase Invoices of which related product / data object is defined by using electronic signature. | |
Document Folder | The folder information used to track documents related to the invoice. | |
Related Records | ||
| Attached Order Transactions | Used to list order connections belonging to the Purchase Invoice. |
| Maintenance Orders | Used to relate the purchase sales invoice with the maintenance orders. It is required to have the Maintenance module license to view it. | |
Info | ||
Applied Campaigns | The option used to track the campaigns applied to the purchase invoice. | |
Source Cross Transaction | Used to access the source slip of the slip record generated by cross transaction. | |
Source Safe Deposit Transaction | Used to access source safe deposit transaction over the purchase invoices which are generated from safe deposit. | |
LogoConnect Transactions | Used to display all LogoConnect transactions performed in relation to the e-Invoice record. | |
Related Invoices | This option is used to view price difference invoice(s) to which price difference is applied with Apply Price Difference operation. | |
Record Info | Displays the time and the user of the first registry and the last modification of the purchase invoice. | |
Refresh | Used to refresh the Purchase Invoices list. | |
Preferences | ||
Line Coloring | Used to color the lines of purchase invoices list according to the specified criteria. | |
Back to Defaults | Used to return the window dimensions into the application default. | |
Save Settings | Used to save purchase invoices list settings. | |
Save General Settings | Used to save general settings. | |
Number of Records | Lists the number of recorded purchase invoices. | |
Reporting | ||
List Report | Used to report the records of purchase invoices list collectively. | |
Grouped List Report | Used to list the purchase invoice records by grouping them according to column headings. | |
Select All | Used to select all records in purchase invoices list. | |
Clear All Selections | Used to clear all selections. | |
Toggle Selection | Used to toggle the selections in list. | |
Table Characteristics | Used to record the columns to be displayed on the Purchase Invoices List and their order. | |
