Create a purchase document
/visma-net-erp/help/supplier-ledger/process-purchase-invoices/create-a-purchase-document
section
2026-02-19T17:09:06+01:00
# Create a purchase document
1. Go to the [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) window.
1. In the **Type** drop-down list, select one of the following [options](/visma-net-erp/to-be-deleted/online-help/p2p/ap/ap301000-purchase-invoices-document-types-pop-up-ref/):
1. **Purchase invoice**: If you want to create a new invoice.
1. **Credit adjustment**: If you want to adjust a sales invoice that has already been released.
1. **Purchase credit note**: If you want to adjust a purchase invoice that has already been released.
1. **Prepayment**: If you have a prepayment request from a supplier.
1. 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.
1. On the **Document details** tab, click  to enter document lines. The **Item ID** is optional.
1. Enter required details such as **Quantity**, **Unit cost**, and, if needed, choose the **Account** and **Subaccount**.
1. Enter any relevant information on the other tabs, for example, on the **Financial details** tab.
1. Click . The document status is **Balanced**.
1. Click **Release** to post the document to the general ledger.
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