Chapter 243 Procurement Admin

Procurement options let you receive electronic PO's from customers and send invoices. This chapter pulls together results you would see and tools you would use to manage.


  Invoice Ready

Ready is a custom option for indicating the procurement Invoice is ready to send back.

Procurement options let you receive electronic PO's from customers and send invoices.


  Invoice Sent

Sent is a status checkbox indicating a procurement Invoice has been sent automatically.

Procurement options let you receive electronic PO's from customers and send invoices. Sent lets you see that an invoice has been sent by Auto-Import, EDI, Folder Connect.

Add (+) a column on the Invoices Search and choose Sent or see it on the Shipping tab.


  Invoice Not Sent

Sent is a status checkbox indicating a procurement Invoice has been sent automatically.

Procurement options let you receive electronic PO's from customers and send invoices. Sent lets you see that an invoice has been sent by Auto-Import, EDI, Folder Connect.

If an invoice does not show Sent, it may be queued behind incoming orders. To send automatically, the Invoice must be created from an incoming order and be set as Ready.


  Invoice Attached

Where possible a procurement Invoice that was sent automatically is attached in Docs.

Procurement options let you receive electronic PO's from customers and send invoices. Docs keeps any attachments for Orders and Invoices and automatically includes these.

If an invoice was sent by Folder Connect you might find Invoice-Number.xml in Docs. This file is human-readable, with effort, and will confirm what was sent automatically.


  Enable From Address

From Address adds your Name and Address to procument Invoices needing Remit To.

Procurement options let you receive electronic PO's from customers and send invoices.
If you customer's procurement system needs Remit To name and address, this does it.

Your system administrator will enable From Addresses in Customer Prefs and Folder Settings and you will find From Address in the Shipping tab of Orders and Invoices.


  Invoice Handling

Handling is a custom option for separating handling charges on a procurement Invoice.

Procurement options let you receive electronic PO's from customers and send invoices. These may require your sending Handling Charges as separate from Shipping Charges.


  Invoice Total

Invoice Total is added to include on a procurement Invoice when using Folder Connect.

Procurement options let you receive electronic PO's from customers and send invoices.


  Invoice Units

Invoice is updated to include for a procurement Invoice when using Units of Measure.

Procurement options let you receive electronic PO's from customers and send invoices.


  Invoice Due Days

Due Days is a custom option for indicating a procurement Invoice's days for payment.

Procurement options let you receive electronic PO's from customers and send invoices.