Add General Information to an Invoice

To enter general information on an invoice other than one generated via EDI:

Note:
The invoice already includes some information if you created it by copying or linking from a purchase order or from another invoice.

1. Open the Invoice workform.
2. Define the optional shipment information as follows:
   • Specify how the invoice was transmitted in the Transmission method box.
   • To specify a closing alert date, select the Closing Alert Date check box and select a date.
   • If you track the date your library expects the shipment to arrive, click Due date and type a date to specify the due date.
   • In the Shipped date box, type the date that the shipment was shipped by the supplier.
   • In the Receipt date box, type the date that the shipment or supplier’s invoice was received at the library.
   • Type any comments or special conditions about the shipment or invoice in the General note box.
3. To enter or change header charges and funds for the invoice as a whole, such as shipping charges, follow the instructions in Add or change invoice header charges and credits.

Note:
If shipping and other charges are paid by various branches, assign funds at the line item segment level and distribute the charges. See Distribute charges on an open invoice.

4. Select File > Save.
5. If applicable, add or change the charges and discount rates on the Charges view of the Invoice workform by following the instructions in Add or change invoice header charges and credits.
6. Add the invoice line items by following the instructions in Adding Invoice Line Items.

Note:
Most fields in the invoice become read-only once the invoice reaches the following statuses: Paid, PartPaid, or Credited. Fields in prepaid invoices are also restricted.