The Invoice List

This article covers the use of the invoice list for a user of the purchase order module in SEMINE.

In the invoice list, users of the purchase order module can choose to use the "My Purchase Order View" standard view. This makes it easier to keep track of purchase invoices and purchase credit notes in the invoice list. We recommend that users working with purchase orders in SEMINE use this view as a starting point when creating their custom invoice views.

The view has some relevant additional columns compared to other standard views in the invoice list.

Purchase Order: The purchase order number filled in at the header level in the purchase order list will appear in this column in the invoice list. If the purchase order number is only applied to the invoice lines, the purchase order number will not be visible in the invoice list. The purchase order number will be automatically applied when correctly capturing the order number from the invoice.

Goods Receipt No: The goods receipt number filled in at the header level in the purchase order list will appear in this column in the invoice list. Similar to the purchase order number. If the goods receipt number is only applied to the invoice lines, the goods receipt number will not be visible in the invoice list.

Purchase order number and goods receipt number filled in on the invoice header below will appear in the mentioned columns in the invoice list.

This is assuming that you have activated support for goods receipts under settings - purchase order and that this is taken into account in the integration.

Type: In the standard "My Purchase Order View," the system automatically filters by purchase invoice and purchase credit note. You can switch the document type between a purchase invoice and purchase credit note by clicking the link as shown below. If the invoice is initially a PO invoice, the link will display "Convert to cost invoice"; conversely, if it is a cost invoice, the link will show "Convert to PO invoice." This enables easy toggling between the two document types.

Associated: Gross amount including VAT that is matched between the invoice and purchase order.

Category: Gross amount including VAT on the invoice that is categorized.

Open: Gross amount including VAT on an invoice that is open, i.e., the amount on the invoice that is not matched or categorized.

Rounding:

Same as rounding all the way to the right on the purchase lines on a purchase invoice. i.e., the sum of invoice discrepancies and associated line discrepancies on a purchase invoice.