Bundle Saving of Purchase Invoices
Location:
Invoices whose status is Incomplete can be saved in the Processing Purchase Invoices screen, several at a time, if the invoices include all the required information. This way, purchase invoices that contain enough data are stored in a quick and easy way and the other purchase invoices are left to be completed manually.
The following data must be retrieved from a purchase invoice so that it can be saved:
- Company
- Supplier
- Supplier account number
- Invoice date
- Invoice number
- Payment system
- Voucher type
- Reference or message
- Due date
- Invoice amount
Voucher date is obtained from the invoice date. If any required entry value fields have been specified for an invoice, bundle saving of purchase invoices is not possible. Purchase invoices will also not be saved in the case that a purchase invoice from the same company is found that has the same supplier and invoice number.
Bundle saving is performed in the following way:
- Give selection criteria in the Processing Purchase Invoice screen and press Update. Incomplete must be selected in the Invoice Status field.
- Check the check box in front of each purchase invoice to be stored. Upon checking the check box next to the header, all rows are selected. Upon unchecking this check box, all selections are removed.
- Press Save. The application saves all purchase invoices that are selected on the invoice list and have the invoice data required for saving.
Bundle saving is performed as a background run, so that after the save has started the user can continue using other operations of the application. At the end of the bundle save, indications of successful and unsuccessful savings are made in the transfer log.
The status of invoices that include all the required data is changed in bundle saving from Incomplete to Saved. If an invoice is missing any required data, the status of the invoice will remain as Incomplete. Such invoices should be reviewed and saved one by one.