Select Order

You can create an invoice from a purchase order on the Select Order form if you're using the Purchase Order module.

When you save an invoice transaction, the updates for receiving selected purchase order lines are also processed. This creates two general ledger journal batches: one for the receipt, and one for the invoice.

Exception

When the advanced invoicing feature is in use, order lines are invoiced but no inventory transaction is processed. The form only displays purchase orders that have not been received or placed in a shipment.

Unselected Orders Table

This table displays all purchase orders of the selected supplier that have at least one line with an unreceived quantity.

To select an order to invoice, highlight the order reference in this table. Then, click the Select >> button to move it into the Selected orders table. This assumes all lines in the selected order are included in the invoice. Click << Deselect to move a selected order back into the deselected table.

Note: To select only specific lines in an order to invoice, highlight the order reference in the deselected orders table. Line detail of the order updates to the table at the base of the form. You can click the Select box beside the lines to include them for invoicing.

Selected Orders Table

This table displays all the orders you have selected for invoicing.

Note: You can use << Deselect or Deselect all to move orders back into the Unselected orders table.

When you position to an order in the selected table, the order line detail displays in the table at the base of the form. You can click the Select box to select or deselect specific lines in the order to include for invoicing.

Order lines that have been selected to invoice populate the Line Items form if you can review or edit the invoiced quantity and other line detail before saving the transaction. You can also delete lines from the table by pressing Shift-F2. If only part of an order or part of a line quantity is invoiced, you can invoice the order using the Select Order form until all line quantities are fully invoiced.

These functions also apply if the SO-PO Linking module is in use and selected orders are linked to sales orders:

If the invoice line item is linked to a backordered sales order line, and the Commit inventory only option in PO Preferences is selected, the same process used in the SO Release Backorder form is applied to commit the backordered quantity to the line, without generating a packing slip.
If the PO Preferences option Commit inventory only is not selected, the receiving function for linked PO-SO items applies.
Regardless of whether or not a packing slip is generated for linked lines, if serial/lot numbers or dimensions have been entered for the invoiced quantity, they are transferred to the linked sales order line.
If the PO Preferences option Commit inventory only is selected, the SO PO Link Release Report displays released backorders for each listed purchase order.