Enter General Information

Explanation

This activity is used to create an outgoing supplier invoice. Outgoing supplier invoices are used to invoice suppliers for services and other non-stock products. Reasons for creating an outgoing supplier invoice may include:

• Additional work with delivered goods which should be charged to the supplier.
• To create a debit note after the payment for an incoming invoice.
• To create an invoice as a replacement for credit note being sent by the supplier.

Each invoice should have at least one line. An invoice may have more than one line to account for different tax amounts.

Note: It will not be possible to use tax withholding functionality for outgoing supplier invoices.

Prerequisites

In order to perform this activity:

• At least one supplier should exist in IFS Applications.
• One or more sales objects should be entered in the Sales Objects window.
• If you want to enter text for one or more invoice lines, the text IDs should be defined in the Invoice Texts window.

System Effects

As a result of this entry, an outgoing supplier invoice is created, and reports concerning tax and delivery type can be run. The tax report is sorted by tax percentage and delivery type. The tax codes are posted on different accounts. The reports can be used to separate trade within the European Union.

Window

Outgoing Supplier Invoice

Related Window Descriptions

Outgoing Supplier Invoice

Procedure

1. Open the Outgoing Supplier Invoice window and create a new record.
2. Enter the supplier ID in the Supplier field, and press Tab. Default values appear in the Name, Currency, Currency Rate, Tax Currency Rate, Payment Term, Due Date, Inv. Address, Del. Address, Language and Tax Liability fields. You can change the values in any of these fields if required.
3. Enter values in the Project ID, Payment Reference, Ref. Invoice No, Our Reference, Order Number, Order Date, Supplier Ref., Signature, and Creator Reference as required.
4. If required enter values in the Payment Method and Payment Address fields to specify the way the invoice should be paid. The information entered will be automatically copied to all installments. Note: If the electronic payment address ID is blocked, it will not be allowed save the invoice with that electronic payment address ID
5. Create a new record in the table.
6. Enter a value in the Position field if required.
7. If you want the line to be a text line, enter a value in the Text ID field if required. You can select a predefined text from the List of Values. The predefined text can be modified.
8. To enter a sales line: Enter a Sales Object or select select from List of Values. If you want the line to be a sales line, enter a sales object in the Sales Object field. The List of Values can be used to select the required sales object. Values will automatically appear in the Delivery Type, Tax Code, Tax Class and the code string value fields. These can be modified if required.
9. Enter a quantity and overwrite the default price if required. The gross, net and tax amounts will be automatically calculated.
10. If required, enter the date on which the amount entered in the invoice line will become liable for tax in the Manual Tax Liability Date field.
11. Save the Invoice.