Select Receipt

You can create an invoice from a receipt with the Select Receipt form 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 for the selected supplier. The purchase orders must 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 in the selected receipt is included in the invoice. Click the << Deselect button to transfer a selected receipt back into the deselected table.

Note: 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 to include for invoicing.

Selected Receipts Table

This table displays all the receipts you have selected for invoicing

Note: You can click << 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 to include for invoicing.

Receipt lines that have been selected to invoice populates the Line Items form. 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 is available using the Select Receipt form for future invoicing until all line quantities are fully invoiced.