Invoicing from the Purchase Assistant

Invoicing from Unordered and Ordered (WHITE and YELLOW )

1. Open Purchase Assistant and select one of the white or yellow lines needing invoiced. 

2. Click "Invoice" 

3. Search for the Vendor by using the Search Icon and fill in the Invoice Number, Date and Invoice Cost. 

4. Enter the correct list and cost for each part on the invoice and select the Green Checkmark when done to review your work and save when complete. NOTE: The save button will not work if the amounts are not balanced. 

ADDING A CORE CHARGE 

Scenario: Invoicing from White Lines. 

1. Click the Green Plus Sign

2. Complete the fields: Fin Cat, Location, QTY, List, Cost, Description and Folder Number

3. Click Save 

Invoicing from Received (GREEN)

1. Open the Purchase Assistant from the folder you need to apply this invoice to. 

2. Select the Parts you have already received and click "Invoice" at the bottom of the screen. 

3. Fill in the information circled below: 

Invoice Number

Date

Invoice Costs

Line Item List and Cost

- Click the Green Checkmark to review your work and select the save disc at the bottom of the screen. 

If your invoice will not save, review your numbers until it is balanced.