Information Flow from Purchasing through Invoices

The following example illustrates the information flow from the Purchase Orders application through the Invoices application.

Purchase Requisitions

The purchasing department creates and approves purchase requisition (PR) 98074 for contractors and related materials.

Purchase Orders

The purchasing department creates one purchase order (PO) for each vendor (using the Copy PR Line Items to PO action):

Receipts

When the purchasing department records receipts from each vendor, they use the appropriate receipts tab in the Receiving application (and the Select Ordered Services/Items actions):
 

PO number

Materials/services ordered

Receiving  tab used to record receipts

98105

contract programmers

Service Receipts

98106

personal computers

Material Receipts

98107

software package

Material Receipts

98108

desks, chairs

Material Receipts

 

Invoices

When you receive invoices from the vendors, you use the Invoices application to perform these tasks for each invoice:

  1. On the Invoice tab, record the Invoice identifier and the related PO. The system automatically enters the company data from the PO.

  2. Using the Copy PO Lines action, copy line items from either the receipts or the PO lines to the Invoice Lines tab and match the PO, receipt, and invoice.