Differences

This shows you the differences between two versions of the page.

--- po_invoice [2021/08/31 11:29] – [PO Invoice List] darryl
+++ po_invoice [2021/08/31 11:48] (current) – external edit 127.0.0.1
@@ Line 15: / Line 15: @@
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-==== Add a PO Invoice ====
+==== Add PO Invoice ====
+To add a PO Invoice, either click the Add button from the PO Invoice List, or the '+' icon from the Nav-Bar.
+{{ :poinvoiceadd.png?800 |}}
+The Add screen is fairly simple on this section. Once you have saved the 'header' part of this record, you can start to add lines.
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 ==== View/Edit ====
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-==== Export PO Invoices ====
+Once you have saved or loaded a PO Invoice record, you can view it and make changes. If you have just created a PO Invoice, this will be your first opportunity to add lines onto it.
+{{ :poinvoicemodify.png?800 |}}
+Within the lines section, choose the Purchase Order number you wish to take lines from, and the lines will be displayed. You can move the lines over to the section on the right either by clicking on them and clicking 'Add Selected', Clicking 'Add All', or dragging & dropping. Lines can only be added if the Goods In process has been completed.
+You can also add non PO lines, for example something that is on the invoice but not on the original order.
+Click Save when you are finished.
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