Overview
Once you receive invoices from a vendor within the purchase order, you need to process them.
Typically, invoices are created with reference to purchase orders. First, you should find the reference order, then pre-fill the invoice with the data from the order, and only then adjust it in accordance with the original document.
You need to assign the relevant purchase orders to vendor invoice lines manually, if vendor invoice data are imported automatically and saved but not posted.
As part of the process, a check is carried out to ensure that the prices in the order correspond to the prices of the received invoice.
As a result, vendor invoices, referenced to purchase orders, are processed.
Video guide
Process vendor invoices by purchase orders flowchart
Paths
Path | Purchasing → Purchasing → Process invoices received |
|---|---|
| In-app link EN code |
e1cib/app/DataProcessor.LogOfPurchaseDocuments.Form.InvoicesForRegistrationList
|
| In-app link RU code |
e1cib/app/Обработка.ЖурналДокументовЗакупки.Форма.СписокНакладныеКОформлению
|
How to create vendor invoices with reference to purchase orders
1. Go to Purchasing, then click Process invoices received under Purchasing.
2. In the Process invoices received workplace, click the To register purchase tab.
3. Select Purchase orders reference line, click Register.
Note
The system will automatically:
- Create an invoice.
- Fill data from the selected orders.
- Link the lines of invoices to the lines of the corresponding purchase orders.
4. In the Vendor invoice document, click the Goods tab.
5. Check if lines match to the original document. Edit lines if it is required.
6. Click the More tab, then enter the Name of the original document, the Reference number, the invoice issue date, the Date of receipt.
7. Fill in Shipper and Shipper bank account, if it is specified in the original document.
8. Post the document.
Paths
Path | Purchasing → Purchasing → Purchase documents (all) |
|---|---|
| In-app link EN code |
e1cib/app/DataProcessor.LogOfPurchaseDocuments.Form.InvoicesForRegistrationList
|
| In-app link RU code |
e1cib/app/Обработка.ЖурналДокументовЗакупки.Форма.СписокНакладныеКОформлению
|
How to assign purchase orders manually
1. Go to Purchasing, then click Purchase documents under Purchasing.
2. Find and open the imported document. It is saved but not posted.
3. In the Vendor invoice document, select the Base document checkbox, then select the reference document.
4. Post the document.
How to check for price deviation
1. In the Vendor invoice document, click the Main tab.
2. Check if the Prices differ from the order message is displayed.
3. Click the Goods tab, check discrepancies between the Price in order and document Price.
4. Escalate the issue to the vendor or purchase manager in-charge.