When you receive a Payable Invoice resulting from a Partial Shipment of a Purchase Order, you’ll want to denote what shipment this invoice is associated with.
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Step 1 |
As you create the Payable Invoice for the vendor, click on the ellipse button of the Order field. As you do, the Purchase Order/Shipment window will display a list of Purchase Orders by Vendor as above. Once you see the Purchase Order associated with the Payable Invoice, you can click on it to attach it to the Invoice. |
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Step 2 |
If this Invoice represents a Partial Purchase Order, you should click on the expand button in the Shipment column to display the Shipments associated with the Purchase Order. In this example, we’ve received two shipments on Purchase Order 128, both received on 6/12. The first Shipment of 805.24 has already been invoiced. So we want to denote only the second Shipment, by Ctrl-click on the second Shipment and click the OK key. |
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Step 3 |
Compare the Invoice Amount calculated from your Purchase Order to the Amount of your Invoice. If the two amounts agree, or differ only by the amount of Freight, you can continue without further research,confident that the Invoice is valid. |
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