Use

With this app you can create and display a supplier invoice based on the received document. You can specify the purchase order items to which your supplier invoice relates. If you select the Simulate or Post function, the system compares the quantity and amount data of each supplier invoice item with the data of the related purchase order item. If goods-receipt-based invoice verification has been defined for a purchase order item, the system compares the supplier invoice data with the related goods receipt data. If the deviation is outside defined tolerances, the invoice is posted, but the invoice is automatically blocked for payment. If the system determines the responsible person, an approval process is initiated. You can use the Supplier Invoices List app to display supplier invoices. In the detail view, you can release or reverse a blocked supplier invoice.

Key Features

Starting with the Create Supplier Invoice tile, you can, for example, do the following:

• Create a supplier invoice. You can also create credit memos, subsequent credits and subsequent debits.

• Choose See More in the General Information section to edit, for example, the Assignment, Item Text, and Header Text fields. After posting, the system transfers these texts into the corresponding Financial Accounting document.

  In addition, you can change the exchange rate that is displayed according to the customizing settings. You can change the exchange rate until you create an invoice item. If you specify a purchase order reference with fixed exchange rate and you create the invoice item, the exchange rate is created automatically for the invoice.

• Create all relevant items for one or multiple purchase order references for which the invoice was received. You can deselect items that are not relevant. In addition, you can create a supplier invoice without a purchase order reference. In this case, complete missing data for the invoicing party, currency, and baseline date.

• Add G/L account items.

• Enter and check the tax data.

• Edit payment terms.

• Enter unplanned delivery costs.

• Add multiple attachments.

• Simulate, hold, or post the supplier invoice.

  The Simulate function allows you to display the account movements before posting the document. On the Simulation view, you can also switch the simulation currency, and post the supplier invoice.

• Reduce the invoice.

  If you receive a supplier invoice with a deviation either in the amount, or quantity, or both, you can document this difference in the detail data of the invoice item by choosing the Reduce Invoice function. For a reduced invoice, the app posts an invoice and a credit memo at the same time, and creates a letter of complaint.

• Output specific business documents.

  You can output specific business documents that are created when supplier invoices are created, for example, letters of complaint to the invoicing party (invoice reduction).

Using the Supplier Invoices List app, you can search for supplier invoices by using the filter bar. The Supplier Invoices List view contains supplier invoices that have been created with or without the Business Network.

Depending on the status, you can, for example, do the following:

• Status Posted or Blocked for Payment: You can navigate to the supplier invoice. You can review the detail data and reverse or release the supplier invoice.

• Status Held: You can navigate to the supplier invoice. You can choose the Edit function, and you can change the data and simulate, hold, or post the supplier invoice.

• Status Draft: You can navigate to the supplier invoice. You can complete the detail data and simulate, hold, post, or discard the supplier invoice. Supplier invoices with the status Draft are sent out by supplier using the Business Network.

For more information, see the app description Supplier Invoices List.

Supported Device Types

• Desktop

• Tablet

Relevant Business Catalogs

Accounts Payable - Supplier Invoices