Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Example: To create a new invoice line item

  1. Select the 'Items' sub menu for the invoice
  2. The 'Add a new invoice item' screen will be displayed
  3. Leave the 'Item No' field blank (as it will be automatically generated)
  4. Select the 'Invoice Item Type' from the drop down box (NOTE: A typical line using the demo could be 'Invoice Finished Good Item' but ensure that it corresponds with the type of products setup in your catalog)
  5. Enter a description describing what the line item is  (NOTE: If you are going to enter a product in the Product Id field from the catalog then leave the 'Description' field blank as it will be used to show the product description)
  6. Leave the 'Override GL Account Id' field blank as it will use the default account based on the Chart of Accounts setup
  7. Use the lookup or enter a product code in the 'Product Id' field  (NOTE: This can be left blank if your invoice line is not related to a product in the catalog)

...

  1. Enter a number in the 'Quantity' field
  2. Enter a 'Unit Price' only if the Product Id field is blank (NOTE: If a Product Id has been entered then leave the 'Unit Price' field blank as it will pick up the product price from the catalog)
  3. Leave the 'Inventory Item' field blank 
  4. Leave the 'Product Feature Id' field blank
  5. Leave the 'UOM' field blank
  6. Select 'Yes' for the 'Taxable Flag' field 



How do I update an invoice item?

...