Setup
You will need the following permissions in your security group:
can view purchase orders
can create and update purchase orders and dockets
can create and update purchase order bills
can create partner purchase orders.
Click here to learn about permissions and security groups.
How to add a bill to a purchase order and sync it to the Accounting Partner
1. Open a purchase order and click + Add bill.
1. Open a purchase order and click + Add bill.
2. Provide Invoice Number and Invoice Date, and click Save.
2. Provide Invoice Number and Invoice Date, and click Save.
Suppliers must be synced to the accounting partner to push purchase order bills.
3. Click Create new on Supplier Invoice.
3. Click Create new on Supplier Invoice.
Available fields on a purchase order bill
Required (Invoice Number, Invoice Date)
Required (Invoice Number, Invoice Date)
Invoice Number.
Invoice Date: The date on which the invoice was received.
Optional (Unit Price, Qty to Bill, Add additional delivery expenses)
Optional (Unit Price, Qty to Bill, Add additional delivery expenses)
Unit Price: The price being charged; if higher than the original, re-approval is required.
Qty to Bill: The quantity being invoiced; lower the quantity for partial invoicing.
Add additional delivery expenses: Select the expense product and provide the price/quantity, which will be automatically added to the original purchase order.
