Use this sub module to create invoices for the goods received.
To access this sub module click on: Procurement and Assets Management -> Navigate -> Operations -> Procurement -> Invoices -> Origination.
The following screen opens up :
The available entries are displayed .
Click on the ADD NEW button to open the following screen :
On the above screen:
Supplier - click on the supplier look up icon to open the following supplier look up dialog box:
Select the appropriate supplier from the above list.
The supplier's Mobile Phone, Email & Credit period will be populated to the respective fields.
Type in the Invoice date, Invoice #, Title, Remarks & Description into the respective fields.
Document - Click on the document look up icon to open the Windows Explorer dialog box:
Search for the document on your computer then double click on it to upload to the system.
Item Details Pane :
Item Description - click on the item description look up icon to open the following Goods Received Note Look Up dialog box:
Clicking on the lookup icon prior to selecting a supplier results in the following error message :
Invoice Origination Fig 6.
NOTE That the Look up is tied to the supplier, so the previously selected supplier will appear as a 'suffix' on the dialog box.
Invoice Origination Fig 7.
Select the GRN to be invoiced then pick the respective items from the Goods Received Note Items Pane just below.
The selected product details - Asset Type, Unit Of Measure, Quantity, G/L Account & Unit Cost - will be populated to the fields as below :
Invoice Origination Fig 8.
Click on the add button to commit the entry to the Invoice Items pane :
Invoice Origination Fig 9.
To get rid of an erroneous entry, select the entry the click remove to effect its removal.
Repeat the above steps to commit the remaining products to the Invoice Items pane.
Click on the create button to capture the invoice into the system.
The following prompt will pop up.
Accept or reject accordingly :
On successful completion you will get a pop up message confirming that the operation was successful.
Editing An Invoice :
Identify the invoice to be modified :
Invoice Origination Fig 10.
Click on the edit icon
against the entry to open the following screen :
Invoice Origination Fig 11
The Supplier, Mobile Phone, Email & Credit Period fields cannot be modified.
Make applicable changes to the Invoice Date, Invoice Number, Title & Remarks fields.
NOTE : The system does not accept post dated invoices, or future dates. In case such a scenario is encountered, the following message will pop up:
Document - Select the appropriate document from the windows explorer dialog box.
Item Details Pane :
Add to or remove products from the Invoice Items Pane:
Click on the lookup icon and select the products to be added to the Invoice Items Pane.
Click add to commit the entry to the Invoice Items Pane :
Check an item
then click on the remove button to effect its removal in case it was erroneously captured.
Click on the update button to save the changes into the system.
On successful completion you will get a pop up message confirming that the operation was successful.
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