To Enter a Bill Based on Purchase Orders

  1. Open the Bills and Adjustments (AP301000) form.
    Tip: To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. On the form toolbar, click Add New Record.
  3. In the Type box of the Summary area, select Bill.
  4. In the Date box, enter the date of the bill.
  5. If needed, in the Vendor Ref. box, enter the reference number of the document this bill is based on.
  6. In the Vendor box, select the applicable vendor.

    The system fills in the following boxes automatically with the default settings of the selected vendor: Location, Terms, Due Date, and Cash Discount Date. Review these settings, and make any needed changes.

  7. In the Currency box, make sure that the document currency is correct. If it is not, select another currency.
  8. If needed, click Exchange Rate box (right of the Currency box) to open the Rate Selection dialog box and view the effective exchange rate for the currency. Override the default exchange rate type.
  9. On the Details tab, do the following:
    1. On the table toolbar, click Add PO.

      The system opens the Add PO Order dialog box, which displays the list of the purchase orders of the selected vendor.

    2. Select the unlabeled check boxes for the purchase orders to be added.
    3. Click Add & Close to close the dialog box.
    4. In the table on the Details tab (where the lines have been filled with the lines of the selected purchase receipts), check the items' quantities and costs.
  10. On the form toolbar, click Save.