Invoice control documents
You can get an overview of the purchase invoice in the Invoice Control process through the Invoice Control Documents page. It allows you to manually import purchase invoices into the Invoice Control system.
You can view the list of purchase invoices automatically imported into the Invoice Control System for processing and awaiting your responsedepending on the setup and errors.
You can also open other documents related to the purchase invoice.
On the Invoice Control Documents list page, the following table lists the fields you can see on this page.
| Field | Description |
|---|---|
| Document Type | The type of document that you want to create. |
| Document No. | A unique number that identifies the document. The number can be generated automatically from a number series, or you can number each of them manually. |
| Buy-from Vendor No. | The number of the vendor who will deliver the goods or services. Each vendor has a unique number to help you track related documents. The number can come from a number series or be added manually. |
| Buy-from Vendor Name | The name of the vendor that you’re buying from. By default, the same vendor is suggested as the pay-to vendor. If needed, you can specify a different pay-to vendor on the document. |
| Buy-from City | The name of the city from which you are purchasing. |
| Vendor Order No. | The document number of the order, so this document number is used to refer to the original document you received. You can require the document number for posting. |
| Rejection Reason | The reason why the purchase invoice is being rejected. |
| Invoice Control Status | The current status of the Invoice Control documents. |
| Invoice Control Retry Status | The information why the Invoice Control Status is set to be shown as Retry. |
| Invoice Control Info Text | The information in the text format about the Invoice Control Status and Invoice Control Retry Status or any other issues that occur during the Invoice Control process. |
| Amount Including VAT | The amount, including VAT on the purchase invoice. |
| Amount Incl. VAT (Expected) | The amount, including VAT on the purchase order. |
| Amount Difference | The difference amount between the Amount Incl. VAT and the Amount Incl. VAT (Exp.) |
You can view the lines of the selected purchase invoice on the Lines FastTab. The below table lists the fields on the Lines FastTab with their description.
| Field | Description |
|---|---|
| No. | The number of the products you buy, such as a product or a fixed asset. You’ll see different lists of things to choose from depending on your choice in the Type field. |
| Description | The description of the entry of the product to be purchased. |
| Quantity | The quantities of the items in the purchase invoice. |
| Quantity (Exp.) | The expected quantities of the items that should be included in the purchase order. |
| Line Status | The status of the line as Assigned or Not Assigned depending on whether values in the Quantity and Quantity (Exp) fields match or not. |
| VAT % | The percentage of VAT imposed on the items in the purchase invoice. |
| VAT % (Exp.) | The expected percentage of VAT imposed on the items in the purchase order. |
| Line Amount Incl. VAT | The net amount, including any invoice discount amount, must be paid for products on the line. |
| Line Amount Incl. VAT (Exp.) | The expected net amount, including any invoice discount amount that must be paid for products on the line. |
| Line Amount (Difference) | The difference amount between the Line Amount Incl. VAT and the Line Amount Incl. VAT (Exp.) |
| Line Handling | The options to process or ignore the Line. |
| Amount Handling | The options are whether to accept or add tolerance value, vendor invoice, or vendor credit memo when there is a difference in the amount between the purchase invoice and the purchase order. |
| Amount Status | The status of the difference in amounts and the VAT values in the purchase order and the purchase invoice. |
Select Invoice in the Document Type field of a purchase invoice to view its Invoice Control Document.