The invoice feature is a way of creating invoices that are associated to Purchase Orders to help track payments made on those invoices.
For more information on how to use Invoices with Purchase Orders, refer to the section called Getting Material Into Stock
The following table gives a brief description of the fields contained in the Invoice form:
Name |
Invoice name or code - Mandatory and Unique |
PurchaseOrder |
This should be auto populated with the P.O. name, where it was deployed from |
Amount excl VAT excl WHT |
This is the net value of the invoice - no taxes included. |
Currency |
Dropdown list of several currencies. These can be administered from the Combo Box Data feature in the IMS System Menu |
Description |
A free form text field for describing the invoice |
VatAmount |
Numerical field to include any VAT value |
WhtAmount |
Numerical field to include any Withholding Tax value |
PlannedSentDate |
Proposed date when the invoice will be sent to purchaser of the material |
DueDate |
Due date of payment |
SentDate |
Actual date invoice was sent |
ExpectedPayDate |
Expected date of payment |
Last date that the customer was contacted regarding payment of invoice |
|
InternalComment |
Any comments regarding communication with customer - related to ChasedDate field above |