Copying Source Documents to Create an Invoice


In this topic, you will learn to copy source documents to create a voucher.


Steps:

  1. Click the Main Menu button.

    Step 1

  2. Click the Accounts Payable menu.

    Step 2

  3. Click the Vouchers menu.

    Step 3

  4. Click the Add/Update menu.

    Step 4

  5. Click the Regular Entry menu.

    Step 5

  6. Click the Add button.

    Step 6

  7. Use the Invoice Information page to enter invoice information for the voucher.

    Step 7

  8. Click the Expand section button.

    Step 8

  9. Click the Copy From list.

    Step 9

  10. Click the Purchase Order Only list item.

    Step 10

  11. Use the scrollbar to view additional information on the page.

    Step 11

  12. Click the Go link.

    Step 12

  13. Use the Copy Worksheet page to select a document from which to copy invoice details.

    Step 13

  14. Use the PO Lookup Criteria section to enter PO details.

    Step 14

  15. Enter the desired information into the PO Business Unit field.

     

    Enter "USC01".

    Step 15

  16. Click the Look up PO Number From (Alt+5) button.

    Step 16

  17. Click the 2000000017 link.

    Step 17

  18. Click the Search button to retrieve information from the criteria above.

    Step 18

  19. The Select PO Lines section retrieves and displayes PO Lines from the PO selected above. You can select the specific lines you would like to copy over. Since this PO only has one line, copy it to the Voucher.

    Step 19

  20. Click the Select All link.

    Step 20

  21. Click the Copy Selected Lines button.

    Step 21

  22. Notice that the information from the PO has been copied to the Voucher.

     

    Be sure to add Voucher-specific information that could not copy over from  the PO.

     

    Note: This has been completed to save time.

    Step 22

  23. Click the Save button.

    Step 23

  24. Notice that this Voucher has been assigned a Voucher ID.

    Step 24

  25. Click the Home link.

    Step 25

Congratulations, you successfully learned how to copy source documents to create an invoice.

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