Select Receipt

You can create an invoice from a receipt with the Select Receipt feature if you're using the Purchase Order module.

The form only displays purchase orders that have been received.

Unselected Receipts Table

This table displays all received purchase orders of the selected supplier that have at least one line with an uninvoiced quantity some orders may have lines that are already partially invoiced).

To select a receipt to invoice, highlight the receipt reference in this table, and click the Select >> button to move it into the Selected receipts table. This assumes all lines within the selected receipt is included in the invoice. Click << Deselect to transfer a selected receipt back into the deselected table.

Information

If you only want to select specific lines within a receipt to invoice, highlight the receipt reference in the deselected receipts table. Line detail of the receipt updates to the table at the base of the form. You can then click the Select box beside the lines you want to include for invoicing.

Selected Receipts Table

This table displays all the receipts you have selected for invoicing

Information

You can use << Deselect or Deselect all to move receipts back into the Unselected receipts table.

When you select a receipt in the table, the receipt line detail displays in the table at the base of the form. You can then click the Select box beside the lines you want to include for invoicing.

Receipt lines that have been selected to invoice populates the Line Items form. This is where the invoiced quantity and other line detail can be reviewed and edited for each line as applicable before the transaction is saved. You can delete lines from the table by pressing Shift+F2.

If only part of a receipt (or part of a line quantity) is invoiced, the receipt will continue to be available using the Select Receipt form for future invoicing until all line quantities are fully invoiced.