Create a purchase document

1. Go to the Purchase invoices (AP301000) window.

2. In the Type drop-down list, select one of the following options:

   1. Purchase invoice: If you want to create a new invoice.
   2. Credit adjustment: If you want to adjust a sales invoice that has already been released.
   3. Purchase credit note: If you want to adjust a purchase invoice that has already been released.
   4. Prepayment: If you have a prepayment request from a supplier.

3. Fill in all mandatory fields (*). For outgoing payments, the CID is not mandatory. However, suppliers may require a CID for incoming payments. If an incoming payment lacks a CID, the bank will reject the payment for that supplier.

4. On the Document details tab, click to enter document lines. The Item ID is optional.

5. Enter required details such as Quantity, Unit cost, and, if needed, choose the Account and Subaccount.

6. Enter any relevant information on the other tabs, for example, on the Financial details tab.

7. Click . The document status is Balanced.

8. Click Release to post the document to the general ledger.

Related pages

Tasks

• Create a purchase document with Approval
• Check activation of Approval license
• Preview purchase invoice attachments

Windows

• Purchase invoices (AP301000)