Navigating Supplier Invoice Create

Like customer invoices, you must complete key fields in the General and Addresses tabs of Supplier Invoice Create to enable the Financial Info, Tax, and SI Posting tabs.


Tab	Field
General	Supplier Code
	Invoice Type (defaults to Invoice)
	Invoice Date (defaults to today’s date)
	Description
	Taxable (defaults from the supplier definition)
	Sub-Account (if sub-account analysis is required)
	Invoice Status Code (defaults from the supplier definition)
	Year/Period (defaults to the current GL calendar year and period
	Daybook
	Cost Center (if cost center analysis is required)
Financial Info	TC Invoice Amount
	Posting Date (defaults to today’s date)
Tax	Tax Point Date (defaults to today’s date, when taxes have been defined)
Addresses	Ship-To Business Relation

You must enter values for Supplier Code, Description, TC Invoice Amount, and Daybook Code on the General tab. The system loads defaults for all of the other key fields. The Ship-To Business Relation on the Addresses tab defaults in. The sub-account, project, and cost center default from Supplier Create and the GL account definition of the related supplier control account. The definition in Supplier Create overrides the supplier control account definition if both are defined. The Link To Invoice and Adjustment are blank by default.

When you have completed these fields, all tabs are available. Once you click another tab (for example, Financial Info), the system generates the tax, financial, and posting data for this invoice. If you then navigate back to the General or Addresses tab to change a key field (such as the invoice amount), the system warns you that tax, financial, and posting data has changed and will be recalculated. If you click No, the update you made to the key field is discarded.