Enter General Information
Explanation
This activity is used to create an outgoing supplier invoice.
Outgoing supplier invoices are used to invoice suppliers
for services and other non-stock products. Reasons for creating an outgoing
supplier invoice may include:
- Additional work with delivered goods which should be charged to the
supplier.
- To create a debit note after the payment for an incoming invoice.
- To create an invoice as a replacement for credit note being sent by the supplier.
Each invoice should have at least
one line. An invoice may have more than one line to account for different tax
amounts.
Note: It will not be possible to use tax withholding functionality for
outgoing supplier invoices.
Prerequisites
In order to perform this activity:
- At least one supplier should exist in IFS
Applications.
- One or more sales objects should be entered in the
Sales Objects window.
- If you want to enter text for one or more invoice lines, the text IDs
should be defined in the
Invoice Texts window.
System Effects
As a result of this entry, an outgoing supplier invoice is created, and
reports concerning tax and delivery type can be run. The tax report is sorted by
tax percentage and delivery type. The tax codes are posted on different
accounts. The reports can be used to separate trade within the European Union.
Window
Outgoing Supplier
Invoice
Related Window Descriptions
Outgoing Supplier Invoice
Procedure
- Open the
Outgoing Supplier
Invoice window and create a new record.
- Enter the supplier ID in the Supplier field, and press Tab.
Default values appear in the Name, Currency,
Currency Rate, Tax Currency Rate, Payment Term, Due Date,
Inv. Address, Del. Address, Language and Tax Liability
fields.
You can change the values in any of these fields if required.
- Enter values in the Project ID,
Payment Reference, Ref. Invoice No, Our Reference,
Order Number, Order Date, Supplier Ref., Signature,
and Creator Reference as required.
- If required enter values in the Payment Method and Payment
Address fields to specify the way the invoice should be paid. The
information entered will be automatically copied to all installments.
Note:
If the electronic payment address ID is blocked, it will not be allowed
save the invoice with that electronic payment address ID
- Create a new record in the table.
- Enter a value in the
Position field if required.
- If you want the line to be a text line, enter a value in the Text
ID field if required. You can select a predefined text from the List of
Values. The predefined text can be modified.
- To enter a sales line: Enter a Sales Object or select select from List
of Values. If you want the line to be a sales line, enter a sales object in the Sales Object
field. The List of Values can be used to select the required sales object. Values will automatically appear in the Delivery Type, Tax Code, Tax Class and
the code string value fields. These can be modified if required.
- Enter a quantity and overwrite the default price if
required. The gross,
net and tax amounts will be automatically calculated.
- If required, enter the date on which the amount entered in the invoice
line will become liable for tax in the Manual Tax Liability Date
field.
- Save the Invoice.