Create Outgoing Supplier Invoice
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.
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.
System Effects
As a result of this entry, an outgoing supplier invoice is created.
Modifications can be done to the invoice as long as it is
not printed.
Window
Outgoing Supplier
Invoice
Related Window Descriptions
Outgoing Supplier Invoice
Procedure
To create an outgoing supplier invoice:
- Enter the supplier ID in the Supplier field, and press Tab.
Default values appear in the following field: Name, Currency,
Inv. Address, Del. Address, Pay Term. Base Date,
Payment Term, Due Date, Currency Rate and Supply
Country. A default value also appears in the Tax Liability field.
You can change the values in any of the fields, if required. Changing either
the Delivery Address or the Supply Country will automatically update the Tax
Liability.
- Enter values in the following fields, as appropriate: Ref Invoice
Number, Our Reference, Supplier Reference, Order Date,
Order Number, and Signature.
- If the supplier is a regular supplier, 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 displayed in the List of Values. Furthermore, if you
have manually entered a blocked electronic payment Address ID the
system will authenticate the Address ID when saving the invoice.
- Click the Lines tab.
- Create a new row in the table.
- Optionally, Enter a position.
- To enter a text line: Enter either a predefined Text ID or just enter a
text in the description.
- To enter a sales line: Enter a Sales Object or select from List of
Values. Delivery Type, Tax Code, Tax Class and code string values will
appear automatically.
- Enter a quantity and price. The gross, net and tax amounts will be
automatically calculated.
- If required, enter the date on which the the amount entered in the
invoice line will become liable for tax in the Manual Tax Liability Date
field.
- Save the Invoice.
- Print the invoice by Right Mouse Button and selecting Print Invoice.