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- Select the 'Items' sub menu for the invoice
- The 'Add a new invoice item' screen will be displayed
- Leave the 'Item No' field blank (as it will be automatically generated)
- 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)
- 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)
- Leave the 'Override GL Account Id' field blank as it will use the default account based on the Chart of Accounts setup
- 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)
- Enter a number in the 'Quantity' field
- 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)
- Leave the 'Inventory Item' field blank
- Leave the 'Product Feature Id' field blank
- Leave the 'UOM' field blank
- Select 'Yes' for the 'Taxable Flag' field
NOTE TO CHECK: Need to do some tests to see what line item type needs to be used for 'Sales Tax'. I think that it could be 'Invoice Item Sales Tax' since tax is currently calculated at invoice item line level. Also the automatically generated invoices from Order Entry and E-Commerce show taxes at the invoice item line level (think there may be some work going on - see JIRA on to consolidate entries). Need to do some tests using 'Invoice Sales Tax' to see how it works.........
How do I update an invoice line item?
To doExample: To update an invoice line item
How do I delete an invoice item?
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