Create Outgoing Supplier Invoice

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.

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.

System Effects

As a result of this entry, an outgoing supplier invoice is created. Modifications can be done to the invoice as long as it is not printed.

Window

Outgoing Supplier Invoice

Related Window Descriptions

Outgoing Supplier Invoice

Procedure

To create an outgoing supplier invoice:

1. Enter the supplier ID in the Supplier field, and press Tab. Default values appear in the following field: Name, Currency, Inv. Address, Del. Address, Pay Term. Base Date, Payment Term, Due Date, Currency Rate and Supply Country. A default value also appears in the Tax Liability field. You can change the values in any of the fields, if required. Changing either the Delivery Address or the Supply Country will automatically update the Tax Liability.
2. Enter values in the following fields, as appropriate: Ref Invoice Number, Our Reference, Supplier Reference, Order Date, Order Number, and Signature.
3. If the supplier is a regular supplier, 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 displayed in the List of Values. Furthermore, if you have manually entered a blocked electronic payment Address ID the system will authenticate the Address ID when saving the invoice.
4. Click the Lines tab.
5. Create a new row in the table.
6. Optionally, Enter a position.
7. To enter a text line: Enter either a predefined Text ID or just enter a text in the description.
8. To enter a sales line: Enter a Sales Object or select from List of Values. Delivery Type, Tax Code, Tax Class and code string values will appear automatically.
9. Enter a quantity and price. The gross, net and tax amounts will be automatically calculated.
10. If required, enter the date on which the the amount entered in the invoice line will become liable for tax in the Manual Tax Liability Date field.
11. Save the Invoice.
12. Print the invoice by Right Mouse Button and selecting Print Invoice.