Invoice Header

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Critical Fields:

1. Business Partner: We can select existing/new Vendors here and this field is 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. Vendor Invoice No: This field is used to note the vendor invoice number, which can also be printed in reports.

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

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

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

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

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

5.5 Mixed POS Payment

5.6 NEFT

5.7 On Credit

5.8 RTGS: Payment amount paid to RTGS

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

7. Company Agent: This field updates automatically based on system login through the user name 

8. Order: Once the Purchase order or Material receipt document number is selected and saved the document this field is updated automatically


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 document that you are going to process


Non-Critical Fields:

1. Purchase Order: This field is used to complete an invoice transaction using a purchase order reference. We can simply paste the purchase order document number or choose the purchase orders that need to be invoiced.

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

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

4. User contact: He is the contact person on that particular vendor side.

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

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

7. Campaign: Campaign Details of the project are processed against the order

8. Cash plan line: It is a master that is used to maintain a particular cash plan for this particular order.

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

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:

1. Payment

2. Material Receipt 


Customization: