The Invoice is the document indicating that the purchase transaction is completed. The Purchase Invoices option is located in the Transactions menu of the Purchasing section. The invoice types used to record the service and material purchase information:
Purchase Invoice |
The invoice type used in wholesales. |
Service Purchase Invoice |
The invoice type used in service sales. |
Purchase Proforma Invoice |
The informative invoice that indicates the price, purchase conditions and payment methods of the material, and that is provided to the AR/AP before the service or material sales unlike sales invoices. |
Purchase Return Invoice |
The invoice type used in purchase return transactions. |
Purchase f. Invoice |
Used to link the price differences with sales invoices. |
The menu option used to record the purchase invoices. While the Purchase Invoice is recorded, the Supplier Info is entered, Risk Control is performed by monitoring the Payment status, and the Material Level is tracked by checking the status of the sold materials in Warehouses. The invoices affect the AR/AP risk and immediately update the AR/AP balance. More than one Order Slip or Receipt can be transferred to the same invoice. Furthermore, the order can be partially delivered by transferring only part of the slip lines to the Receipts.
The buttons located at the bottom of the page, and the menu opened by pressing the F9 key or clicking the right mouse button menu are used for Purchase Invoices transactions. The menu options and functions of the Purchase Invoices window are:
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New |
Used to generate a new invoice. |
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Update |
Used to modify recorded invoice information. |
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Delete |
Used to delete the invoice. |
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View |
Used to view the invoice without making changes. |
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View (Without Serial/Lot/Loc. Tracking) |
Used to view the invoice without listing Serial/Lot/Location info. |
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Find |
Used to find slips that match the required number or date in the purchase invoices list sorted by slip number or date. Once the process is started by entering the number or date, the cursor will point to the first record matching such number or date. |
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Copy |
Used to create a new record by copying the information of the selected invoice. |
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Multiple Delete |
Used to delete the selected invoices in batch. |
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Generate Sales Invoice |
Used to generate sales invoice over purchase invoice. |
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Cancel/Undo |
Used to cancel an invoice and to undo an invoice cancellation. |
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Apply Price Difference |
Used to apply price difference. |
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Apply Batch Price Difference |
Used to apply price difference in batch. |
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Post to G/L |
Used to post the selected invoice to G/L. |
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Post to G/L in Batch |
Used to post the selected invoices to G/L in batch. |
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Workflow History |
Used to list the tasks that are defined and completed in the Workflow Management Module for purchase invoices. |
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Batch Generate CGS Journal Slip |
Use to generate batch CGS journal slips. |
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Record Information |
Indicates the users who performed the entry and update transactions of the selected record and the time of these transactions. |
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Number of Records |
Displays the number of recorded slips. |
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Database Extensions |
Used for additional information forms to be defined by the user. |
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Refresh |
Used to refresh the purchase invoices list. |
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G/L Codes |
Used to specify the G/L codes to be used to track the transaction in the line when posted to G/L, and the overhead pools of the transaction |
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CGS G/L Codes |
Used to assign CGS G/L codes. |
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Payment Transactions |
Used to track the date and amount of payments related to the materials and services in the invoice bottom or lines. |
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Close |
Used to close the invoice. |
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Debt Tracking |
Used to track and close the debts of the AR/AP of the invoice. |
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Used to print the invoices one by one. |
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Batch Printing |
Used to print the invoices in batch. |
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Send |
Used to send the invoice to the relevant AR/AP. |
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Batch Sending |
Used to send the selected invoices to the relevant customers. |
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Print Barcode |
Used to print barcode labels from purchase invoices list. |
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Filter |
Used to display the purchase Invoices list with the records matching the specified criteria. |
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Back to Defaults |
Used to display the active window with the standard dimensions defined in the application. |
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Slips Generated By Mixed Case Parting |
This option applies for the invoices including mixed case lines. It is used to display Usage and Input From Production slips generated automatically for the mixed cases and mixed case materials in invoice lines when "Purchase Invoice" option is selected in the Transactions To Be Applied Mixed Case Parting While Saving The Slip parameter line located in Purchasing Parameters. |
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Related Rediscount Slips |
It is used to display IFRS correction slips generated automatically as a result of the posting operation. If it is required to perform rediscount calculation automatically as a result of the posting operation, "Generate Rediscount Correction Slips Automatically" parameter line must be approved by selecting "Yes" option in General Ledger parameters. |
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LogoConnect Transactions |
Lists the transactions of the invoice on LogoConnect server if E-Commerce applications are used. |
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Disp./Receipt Shredding |
It is the shredding transaction of the dispatch to be able to generate different dispatches of an invoice for the materials that are shipping with different vehicles and to be able to bill only the shipped amount. |
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Installment Transactions |
Used to display the number of installments in advance payment and installment purchases. |
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Give Back |
Used to record the return information belonging to the slip selected from the purchase invoices list. |
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Complete Workflow |
Used to complete purchase invoice workflow process. |
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Check Mark will be Placed / Removed |
Used to determine if the invoice is controlled or not. |
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Lock |
Used for record based approval. |
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Multiple Lock |
Used to approve selected records collectively. |
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Unlock |
Used to cancel record based approval. |
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Multiple Unlock |
Used to cancel record approvals collectively for the selected records. |
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Create Shortcut |
Used to create shortcuts of the records. |
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Send Shortcut |
Used to send the created shortcuts to related users. |
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Deleted Records |
Used to list deleted records and rerecord if necessary in the event of using record revision history feature. The deleted records are listed with user and deleting time info. |
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Modification History |
Used to list the updated records with user, record description and modification time info in the event of using record revision history feature. |