Create purchase order-related documents

When creating a document based on a purchase order, some of the data is already filled from this purchase order.

1. In the Worklist, select Invoices.
2. Select the type of document that you want to create.

   • To create an invoice, click Create Invoice.

   • To create a credit note, click Create credit note.

3. Select the PO related option.
4. Enter a purchase order number or use the search help to search for a purchase order in the system.
5. Click Continue.
6. In the Invoice Info pane, enter values in the appropriate fields (fields highlighted yellow are mandatory).

   • Invoice reference number

   • Invoice date (future dates are not accepted)

   • Delivery note

   • Freight costs not already included in the PO

7. Optional. To copy existing purchase order line items, in the Items pane, select the checkboxes next to the line items that you want to copy and click Copy.
8. Enter the quantities for those lines of the purchase order that are open for billing.
9. To send the document to the Accounts Payable department, click Submit.

   A PDF image, representing the information you entered, is created and made viewable as an attachment. The new document is shown as 'being delivered' until it is submitted to the Accounts Payable department.