Use Posting Template

Explanation

Use this activity to create supplier invoice posting/s from a posting template. Posting templates are useful when supplier invoices with similar postings are entered.

Prerequisites

N/A

System Effects

As a result of this activity, supplier invoice postings can created using a posting template.

Window

Posting Template

Related Window Descriptions

Posting Template

Procedure

  1. Query for the supplier invoice from which you want to create a posting template.
  2. Right-click and then click Create Posting Template. The Create Posting Template dialog box appears.
  3. In the Template No field, enter the template number. In the Template Description field, enter the corresponding description.
  4. In the Valid From and Valid Until fields, enter the date range during which the template will be valid.
  5. In Posting Lines Include field, select whether the template lines should include amount, percentage of amount or no amount.
  6. Click OK to create the posting template.
  7. Create a new Manual supplier Invoice.
  8. Enter header and Invoice line information.
  9. Right click and then click, Use Posting Template.
  10. Select the Template ID and click OK. The postings of the selected template ID will be copied to the posting information section.

OR

  1. Open the Posting Template window.
  2. Create a new record. Value appears automatically in the User, Valid From and Valid Until fields.
  3. Enter the Template ID and Description.
  4. Select Ownership from the drop down.
  5. Edit the Valid To and Valid From if required.
  6. Enter a new line and add Account  and other code parts as required.
  7. Enter the line amount or the percentage of the line amount. The percentage of the single posting line or the multiple posting lines entered should equal to 100 percent.
  8. Create a new Manual Supplier Invoice.
  9. Enter header and invoice line information.
  10. Right click and then click, Use Posting Template.
  11. Select the Template ID and click OK. The postings of the selected template ID will be copied to the posting information section.