Purchase Invoice Creation

Article sections

    The Creation process of Purchase Invoice

    Navigation: Menu > Purchase Invoice App > List View > Create (+) 


    Company Name Select name of the organization from the drop-down list or user can create a new organization by clicking on ‘Create New’ option, which directs you to Vendors creation page

    Note: Star(*) marked fields are mandatory!

    Field Name Field Description Mandatory
    Details
    Invoice Date Select the invoice creation date from the calendar. Yes
    Due Date The due date is defined by the pre-selection payment term for the invoice. Yes
    Series Select the series followed by the invoice from the list. Yes
    Ref Date Select the reference date of the invoice from the calendar. No
    Ref No Enter the reference number for the invoice. No
    GST The GST number for the organization No
    Exclude From Campaign By changing the color for switch from Red to Green. It will not for the campaign.
    Billing and Shipping Details
    Bill To Select the “Bill to” address for the customer from the drop-down list. Yes
    Bill From Select the “bill from” address to the customer from the drop-down list Yes
    Ship To Select the “Ship to” address for the customer from the drop-down list. Yes
    Ship From Select the “Ship from” address for the customer from the drop-down list Yes
    LoB Select the LoB segment for the invoice from the drop-down list. Yes
    Sales Person The system automatically picks up the sales person’s name or user can change manually name from the downtown list. Yes
    Payment Term Select the payment term for the invoice from the drop-down list. Yes
    More Option By clicking on more option, user can view the Advance option.
    Advance Option
    Payment Type User can select the payment type from the drop-down list for the invoice. Yes
    Tax Type Select the tax type from the drop-down list for the invoice. Yes

    Item Details
    Add Item By clicking on discount Item, user can view the option for adding the item for the invoice
    Item Name Select the item name from the drop-down list. Yes
    Quantity (Qty) Enter the quantity for the item. Yes
    Unit Price The system automatically picks up the unit price configure in the price rule or user can manually enter the value Yes
    Discount User can select the discount type from the drop-down list and give value for that item. No
    Total The total value for the item  
    Add Discount Item By clicking on Add Item, user can view the option for adding the item for the invoice
    Select Item Select the item from the drop-down list
    Description Enter the short notes for the discounted item
    Value Enter the value for the discount item
    Total The total value for the item
    Invoice Payment
    Total quantity (Qty) The total quantity for the invoice
    Discount on Item The value of the discount given on items
    Sub Total The value of the items before tax calculation
    Tax The tax value of the invoice
    Add Coupon By clicking on adding a coupon, user can view the following details
    Select Item Select the coupon from the drop-down list.
    Description Enter the short notes for the coupon.
    Value Enter the value of the coupon.
    Total The total value of the coupon.
    Add Expense By clicking on add expense, user can view the following details
    Select Item Select the expense from the drop-down list.
    Description Enter the short notes for the expense.
    Value Enter the value for the expense.
    Total The total value of the expense.
    Adjustment By ticking mark the check box, system automatically adjusts the amount to the decimal value or by unchecking the check box user can enter manually.
    Account Name The user can select the account name from the drop-down list for the adjusted amount.

     


    Wallets
    Wallet Enter the adjusted amount value
    Adjusted Enter a value to adjust the wallet amount
    TCS
    TCS Applied

    If user wants to apply the TCS details, click on the checkbox and enter the required following fields

    TCS amount: Enter the TCS amount to be applied

    TCS adjustment: User can enter TCS adjustment amount in the field

    TCS Tax rate: Enter the TCS tax rate
    TDS Applied

    If user wants to apply the TDS details, click on the checkbox and enter the required following fields

    TDS code name: Select a Tax code name from the list

    TDS Tax rate: Select the TDS tax rate of the Tax code

    TDS amount: Select the TDS amount of the Tax code
    Description User can comment or enter short notes about the Purchase invoice
    in Purchase Invoice

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