Entering a Supplier Document

A supplier document can be loaded in two ways. You can load the supplier details from the supplier file and enter the item details by hand, or you can select a purchase order and have the system load both supplier and item details from the purchase system.

For supplier invoices that are in reference to a purchase order raised by the purchase system always reference the purchase order on the supplier document. This allows the system to update the status and details of the purchase order when the supplier invoice is updated. If you do not reference the purchase order then you will have to complete the purchase order manually at a later date.

Note that loading a supplier document from the purchase order does not preclude you from being able to add further details not present on the purchase order, or to remove details that were not present on the invoice (supplier paperwork).