Steps to Invoice a Purchase OrderNote: Use the following instructions when invoicing purchase orders to add a detail line item from the purchase order to the invoice if the invoice was previously saved without that particular line item or to view all the original detail lines (including previously invoiced lines).
From the Accounts Payable screen, select the Data Entry menu and then Invoices.
Select the batch which contains the invoice for which to complete a purchase order detail search by double-clicking on the desired batch description.
In the appropriate fields, enter the purchase order number, vendor ID, and invoice number for the invoice to edit or click the Find button to select the desired invoice.
From the Invoices screen, select the Options menu and then Purchase Order Detail Search.
The Purchase Order Detail Search screen will appear listing all the line items for the specified purchase order.
Double-click on the line item to add to the invoice.
The Invoices screen will appear including the selected detail line item.
Complete the information for the detail line following the same steps as when invoicing a purchase order.
Steps to Invoice a Purchase Order
If the Invoice Amount field was left unchanged (and the Automatically Calculate Totals on Data Entry field in the Accounts Payable System File is not selected), click the Calculate button for the Invoice Amount field at this time to have the system automatically add up the total of all the detail line items and display the updated total.
After all the changes have been made, click the Save button.