Tabs

• Invoice Header
• Invoice Line
• Invoice lines >Landed cost
• Invoice tax
• Payment schedule
• Allocation
• With holding
• Invoice lines >Landed cost Allocation

Invoice Header

Critical Fields:

1. Business Partner: We can select existing/new vendor here and this field used to maintain the vendor.

2. Partner location: This field is updated automatically, based on business partner selection, and also updates the site manually

3. Price list: The price list will be selected in the product master once we choose the product price list will display automatically and the user also select manually

4. Payment Rule: This field used to select the payment type

4.1 Cash: After receiving the invoice, the customer pays the invoice amount through cash only

4.2 Check: After receiving the invoice, the customer pays the invoice amount through a check

4.3 Credit Card: Payment amount paid to vendor to use Credit Card

4.4 Direct Debit: Payment amount paid to direct vendor account number 

4.5 Mixed POS Payment

4.6 NEFT

4.7 On Credit

4.8 RTGS: Payment amount paid to RTGS

5. Payment term: The terms of payment (Immediate ,30 days,etc)

---

Critical & onetime setup fields:

1. Organization:This Field is used to select the organization

2. Target Document Type- This Field is used to select the type of the document that you are going to process

---

Non-Critical Fields:

1. Order Reference: Notes, Document, and Important Information for this Order.

2. Description: Used to describe specifics about a Invoice document or any other note, information, or data, for example.

3. User contact: He is the contact person in that particular vendor side.

4. Place of supply: Where should the purchased material/item/products be delivered(As stated by the states).

5. Discount Printed Checkbox (Invoicing): To print Discount Details on Report

6. Bank account type: select the type of your bank accout (Cash, Current account, Fixed Desposit account, savings, etc..)

7. ispayment: select this checkbox to generate the payment from the invoice expense window.

8. Bank Account: select the bank account number to do the payment

---

Serial number/Lot number (ASI):

 

---

Zoom conditions:

 

---

Customization:

Invoice Line

2. Quantity: Quantity that needs to be invoiced

3. Charge: additional document charge to add this field

4. UOM: The record will populate from the product and we can change the UOM manually if UOM conversion for the product.

5. Tax: This field is used to select interstate or intrastate tax, and we can also change the tax.

6. Price: This field is updated automatically when the product selection or updated manually

Critical & one-time setup fields:

 

Non-Critical Fields:

1. Shipment/Receipt Line: This field displays information from a Shipment line.

2. Description: Used to describe specifics about an Invoice document or any other note, information, or data, for example.

3. Project- If this order is processed against a project user can tag the project for tracking.

2. Campaign: If this order comes with the mobile marketing campaign.

3. Unit price: The price entered is converted to the actual price based on the UOM conversion

4. List price: The List Price is the official List Price in the document.

5. Tax amount: This is the tax amount, which was computed automatically based on the tax rate.

Serial number/Lot number (ASI):

If the product against attribute is updated, the system will be displayed

Zoom conditions:

 

Validation:

Invoice lines >Landed cost

Critical & onetime setup fields:

1. Organization: This field is used to select the organization

Non-Critical Fields:

1. Description: Used to describe specifics about an Invoice document or any other note, information, or data.

Serial number/Lot number (ASI):

 

Zoom conditions:

 

Validation:

Invoice tax

Note: Once the invoice is complete invoice tax tab is updated automatically.

Payment schedule

Critical Fields:

1. Payment Schedule: To update the schedule details

2. Due Date: The date when the payment is due

3. Discount Date: Once the discount date is exceeded system does not consider the discount amount

4. Amount Due: Amount of the payment due

5. Discount Amount: To update the discount amount details

---

Critical & one-time setup fields:

There is no such field.

---

Non-Critical Fields:

There is no such field.

---

Zoom conditions:

 

Allocation

With holding

Critical Fields:

1. This field is used to select the different types of Withholding type

2. Tax is help us to select the Tax rates.

3. Provide Tax base amount to calculate the Tax.

4. Tax amount will show the calculated tax as per the tax rates.

5. Transaction Date as selected in the Header.

6. Account Date as selected in the Header.

7. Withholding rule shows the configured data to calculate the tax amount.

8. Document no autogenerate when the record is saved.

 

Critical & one-time setup fields:

 

Non-Critical Fields:

1. Allocation line record will show after the invoice document is completed.

2. Description used to maintain the comments for the record.

Zoom conditions:

Customization:

Invoice lines >Landed cost Allocation

Critical & onetime setup fields:

1. Organization: This field is used to select the organization

Non-Critical Fields:

1. Description: Used to describe specifics about an Invoice document or any other note, information, or data.

Serial number/Lot number (ASI):

1. We can give the Lot/Serial Number required for the Product in Landed cost screen 

Zoom conditions:

 

Validation: