Creating a new invoice (Vendor) in Openbravo R2.13

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This is the process for creating a new invoice(vendor) -procurement
Made for Openbravo R2.13

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Creating a new invoice (Vendor) in Openbravo R2.13

  1. 1. Creating a new invoice (vendor) document <ul><li>Open the Sales management Menu </li></ul><ul><li>Click on –invoice (Vendor) </li></ul>
  2. 2. Create a new record <ul><li>Click on the new record icon </li></ul>
  3. 3. Setup the invoice header <ul><li>Notice that the document No is still not final. </li></ul><ul><li>Select the document type for this invoice. </li></ul>
  4. 4. Select the BP <ul><li>Select the business partner(BP) for this invoice by clicking on the business partner icon </li></ul>
  5. 5. Picking the BP for this invoice <ul><li>From the business partner search form, click the search button. </li></ul>
  6. 6. Select a BP from the list <ul><li>From the business partner selection list, click the radio button highlighting the current BP </li></ul>
  7. 7. Saving the invoice header <ul><li>Click on the –Save- icon in order to save the current invoice. </li></ul><ul><li>Notice that the document No is changing to a new format. </li></ul>
  8. 8. Adding the item details <ul><li>Click on the button –Create Lines from- in order to create the invoice details </li></ul><ul><li>This will update the tab –Invoice line- with all the details coming from the purchase order or the MM receipt we created before. </li></ul>
  9. 9. Selecting the MM receipt for this invoice <ul><li>Select the sales order corresponding to this invoice from the selection dialog. </li></ul><ul><li>You can also select the purchase order corresponding to this invoice (depending on your current business practice) </li></ul>
  10. 10. Selecting the products to be invoiced <ul><li>Select the products to be included. </li></ul>
  11. 11. Invoice details <ul><li>If we check the invoice line tab, we see the exact number of products received from the partner. The P.O number and MM receipt number are also included </li></ul>
  12. 12. Invoice tax details <ul><li>We can check the total tax amount, grand total and tax base amount for </li></ul><ul><li>this invoice by checking the –Invoice tab- </li></ul>
  13. 13. invoice document status <ul><li>Document status shows that it is in Draft mode. </li></ul><ul><li>We need to generate the documents and complete the transaction </li></ul><ul><li>Click on button -Complete- </li></ul>
  14. 14. Processing the invoice document status <ul><li>Select the option –Complete- in order to set the document status </li></ul>
  15. 15. invoice document status <ul><li>Document status shows that it is in Draft mode. </li></ul><ul><li>We need to generate the documents and complete the transaction </li></ul><ul><li>Click on button -Complete- </li></ul>
  16. 16. Listing the invoice documents <ul><li>Click on the –Relation icon- </li></ul><ul><li>you will see that the invoice document is now listed in the view. </li></ul>

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