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  1. A new Purchase Order ticket will be created and linked to the original Checkout order ticket

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  1. The relevant vendor will be added as a request participant to each the Purchase Order ticket

  2. Within the portal view of the Purchase Order ticket, the option will be available for the vendor to create an invoice

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In order to create an invoice for the purchase order, select Create Invoice. The following dialog will appear:

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1 - Invoice # (mandatory)

The number identifier for the invoice. A user is capable of entering any numeric or string value here.

2 - Supplier Note

A short note that will be attached to the invoice. The vendor can choose to enter anything of importance here.

3 - Attachments (mandatory)

At least one file that is to be associated with the invoice.

4 - Shipping and Handling

Customizable Shipping and Handling costs for the items in the invoice.

5 - Tax

Customizable Tax Rate for the items in the invoice. The options when selecting a Tax Rate will come from your Tax configuration. You can choose to also enter a specific percentage of the order total that is to be taxed.