How Do I Turn an Existing Purchase Order into an Invoice?
This lesson will teach you how to turn an existing purchase order in an invoice once you have received the order.
Inventory Control
From the Main Menu, click on "Inventory Control".
Receiving
From Inventory Control, click "Receiving".
Select Source
Under Source, locate the vendor of the purchase order. Highlight the vendor name and click on the "Edit" button.
Conversion Utility
(1) Type /usr/fiscal/convbackpit into the Conversion Utility field.
(2) Click on the "Apply" button.
Select Source
Click on the "Select Source"button.
Question
Click on the "Yes"button.
Click on the "Yes" button.
Click on the "Yes"button.
Receiving
Highlight the Purchase Order Number you want to receive. Then click on the "Select Inv." button.
Invoice Amount
Type in the dollar amount of the invoice, then click on the "OK"button.
Receiving
Click on the "Edit" button.
Enter quantities.
Click in the Recv field and type in the quantity you are receiving.
Enter Cost
Click in Cost column and enter the cost of the item being received.
Verify Total Cost Is Correct
1) In the Line Item section you can verify the Extended Cost matches your invoice for each item received as you enter it.
2) In the Totals section, you will see the dollar amount of your invoice increase as you enter it. At the end, your Received Cost should equal you Actual Invoice Amount.
Apply and Accept Invoice
To accept this Invoice, click "Apply Changes".
Accept P.O.
To receive quantities into inventory, click "Accept P.O."
Question
Click "Yes".
Select Date
Click on the Original Invoice Date.
1) To change months use the left and right arrows on either side of the Month Name.
2) To change years use the left and right arrows on either side of the Year.
3) Click "OK"
Invoice Number
Type in your Invoice Number.
Click "OK".
Question
Click "Yes".
Invoice Changes Report
Invoice Changes Report shows you any items that have had a cost or retail update as a part of the invoice you have entered.
1) Click "Print" to send to report to the printer.
2) Click "Quit" to close report.
Exiting Receiving
Click on "Quit".