You can enter and save information for invoices, including packing slip information. You can save invoices by placing them on hold in the form. You might need to do this if you are interrupted while you are entering data, or if you need to verify some information about the invoice before you post it.

Note Note

You cannot post invoices that are on hold.

  1. Click > .

  2. If the button is displayed, click it to display the advanced view of the form.

  3. On the tab, select a purchase order that already has a packing slip posted for it and then click > . The form opens.

  4. In the field, select the quantity to update.

    • – Use for partial shipments. The default quantity in the field is from the quantity field on the purchase order.

    • – Use for complete shipments. The default quantity in the field is from the quantity field on the purchase order.

    • – Use if the item requires registration, as specified in the form ( > > > ). The default quantity in the field is the physical quantity that has been registered.

    • – Use if a packing slip has already been received for the order. The default quantity in the quantity field is from the total quantity of available packing slips.

  5. Verify that the check box is selected.

  6. On the tab, select the invoice line and then in the column, enter the invoice number of the invoice that you received from your vendor.

  7. Review the information on the other tabs in the form and make changes, as needed.

  8. On the tab or the tab at the bottom of the form, click the button.

  9. In the form, select the check box for the packing slips to match with the invoice line items. Alternatively, you can click the or buttons to match all packing slips to the invoice.

  10. Click OKto close the form and return to the form.

  11. To save the invoice without posting it, select the check box on the tab. The invoice status changes from to .

  12. Click OKto close the form.

See Also