1 Internal Purchase Invoice

1.1 Create Purchase Invoice

Please click the ‘+’ button to add a new Purchase Invoice.

1.1.1 Main Details Tab

Please fill up the compulsory (*) information for creating the purchase invoice. Compulsory Information:

Branch - Add new branch in Organization Applet
Location - Add new location in Organization Applet
Purchaser- Add new purchaser in Customer Maintenance Applet
Transaction Date - Will default put current date
Currency-Depend on the selected branch
Other fields are optional:
- Reference
- Remarks

1.1.2 Account Tab

1.1.2.1 Entity Details Tab

Compulsory Information:

Entity ID-Add new Entity in Entity Maintenance Applet
Entity Name-Will auto fill once you select the entity ID
Other fields will be auto fill when have select the Entity ID

CreatePurchaseInvoice Account EntityDetails

After the Entity Id has been clicked, a list of suppliers will be displayed on the right side.

You can select the supplier from the list.

CreatePurchaseInvoice Account EntityDetails SelectSupplier

1.1.2.2 Bill To Tab

Name, Email and Phone No will be Autofill after have select the Entity ID
List of Billing Addresses will be displayed on the right side for selection after clicking on the Billing Address.
We can create new address in the “SelectSupplier-SupplierEdit-Address-AddressCreate-Main-1”

CreatePurchaseInvoice Account BillTo SelectSupplier

CreatePurchaseInvoice Account BillTo SelectBillingAddress

1.1.2.3 Ship To Tab

Name, Email and Phone No will be Autofill after have select the Entity ID
List of Billing Addresses will be displayed on the right side for selection after clicking on the Billing Address.
We can create new address in the “SelectSupplier-SupplierEdit-Address-AddressCreate-Main-1”

CreatePurchaseInvoice Account ShipTo SelectSupplier

CreatePurchaseInvoice Account ShipTo SelectShippingAddress

1.1.3 Line Items Tab

1.1.3.1 Add Line Item

Please click the ‘+’ button to add a new line item.

1.1.3.2 Item Listing

A list of items will be displayed on the right side.

All items here are added in the Doc Item Maintenance Applet
For more details about the Item, can refer to Doc Item Maintenance Applet

CreatePurchaseInvoice LineItems SelectItem

1.1.3.3 Select Item

Click on the item that you want to add.
The Add Item Page will be displayed on the right side with all the details of the selected item.

1.1.3.4 Item Details Tab

1.1.3.4.1 Main Details Tab of Item Details Tab

You can edit the item that you have selected.
Number fields such as Unit Price, Quantity Base etc are editable and it will affect other fields automatically.

CreatePurchaseInvoice LineItems SelectItem AddItem ItemDetails MainDetails 1

CreatePurchaseInvoice LineItems SelectItem AddItem ItemDetails MainDetails 2

CreatePurchaseInvoice LineItems SelectItem AddItem ItemDetails MainDetails 3

CreatePurchaseInvoice LineItems SelectItem AddItem ItemDetails MainDetails 4

CreatePurchaseInvoice LineItems SelectItem AddItem ItemDetails MainDetails 5

1.1.3.4.2 Delivery Instruction Tab of Item Details Tab

In the Delivery Instruction
- Add Instruction and Set the Delivery Date
In the Delivery Message Card
- Add a message with the sender and receiver
- Can click on the 'Copy from Entity Name' or 'Copy from Recipient Name' for getting the setting of the Sender and Receiver

CreatePurchaseInvoice LineItems SelectItem AddItem ItemDetails DeliveryInstruction 1

CreatePurchaseInvoice LineItems SelectItem AddItem ItemDetails DeliveryInstruction 2

1.1.3.4.3 Department Tab of Item Details Tab

Click on the 'Copy from Hdr' for getting the settings for Department
Fill in the information for the department

CreatePurchaseInvoice LineItems SelectItem AddItem ItemDetails Department

1.1.3.5 Costing Details Tab

Showing all the costing details such as company code, location code etc about the selected item.

CreatePurchaseInvoice LineItems SelectItem AddItem CostingDetails

1.1.3.6 Pricing Details Tab

Showing all the pricing details such as pricing scheme code, name etc.

CreatePurchaseInvoice LineItems SelectItem AddItem PricingDetails

1.1.3.6.1 Edit Pricing Details Tab

Select the pricing scheme code and make changes on it
After done select the amount of each field, please click on the “Add” to change the selected pricing scheme

CreatePurchaseInvoice LineItems SelectItem AddItem PricingDetails EditPricingDetails 1

CreatePurchaseInvoice LineItems SelectItem AddItem PricingDetails EditPricingDetails 2

1.1.3.7 Issue Link Tab

Showing list of issue link
Contain project name, issue number and issue summary
Click on the project row will have a log time page
Can add log time

CreatePurchaseInvoice LineItems SelectItem AddItem IssueLink

1.1.3.7.1 Edit Log Time

CreatePurchaseInvoice LineItems SelectItem AddItem IssueLink LogTime

1.1.4 Edit Line Items

Please click on the line item that wants to make changes.

1.1.4.1 Edit Item

All the fields are the same as the steps of adding items, and are editable.
In the Doc Link Tab, will show the Doc No that copy from and copy to.
Other tabs are the same as Adding Line items.
Please click on “Save” after making the changes

CreatePurchaseInvoice LineItems EditItem ItemDetails MainDetails

CreatePurchaseInvoice LineItems EditItem ItemDetails DocLink CopyFrom

CreatePurchaseInvoice LineItems EditItem ItemDetails DocLink CopyTo

CreatePurchaseInvoice LineItems EditItem ItemDetails DeliveryInstruction

CreatePurchaseInvoice LineItems EditItem ItemDetails Department

CreatePurchaseInvoice LineItems EditItem CostingDetails

CreatePurchaseInvoice LineItems EditItem PricingDetails

CreatePurchaseInvoice LineItems EditItem IssueLink

1.1.5 Payment Tab

Can add different payment method such as Cash, Credit Card, Membership Point Currency, Voucher and Cheque
Can add a new settlement method in the Cashbook Applet

CreatePurchaseInvoice Payment AddPayment

1.1.5.1 Cash

Please fill in the compulsory fields such as Date, Amount.
Click on the ‘Add’ to add the settlement

CreatePurchaseInvoice Payment AddPayment(Cash)

1.1.5.2 Voucher

Please fill in the compulsory fields such as Voucher # and Amount.
Click on the ‘Add’ to add the settlement

CreatePurchaseInvoice Payment AddPayment(Voucher)

1.1.5.3 Credit Card

Please fill in the compulsory fields such as Date, Amount, Credit Card No and Name on Card.
Click on the ‘Add’ to add the settlement

CreatePurchaseInvoice Payment AddPayment(CreditCard)

1.1.5.4 Membership Point Currency

Please fill in the compulsory fields such as Date, Amount, Point CCY and Point Currency for Settlement..
Click on the ‘Add’ to add the settlement

CreatePurchaseInvoice Payment AddPayment(MembershipPointCurrency)

1.1.5.5 Cheque

Please fill in the compulsory fields such as Date, Amount and Cheque No.
Click on the ‘Add’ to add the settlement.

CreatePurchaseInvoice Payment AddPayment(Cheque)

1.1.6 KO For Tab

Showing the item that the user can knock off.
Click on the item that want to knock off
Then Click on the ‘KNOCK OFF’
A knock off or knockoff is a copy of an original that sells for a considerably lower price.

1.1.7 Department Hdr Tab

Can select Segment, G/L Dimension, Profit Centre and Project when creating Purchase Invoice