Invoicing
Sierra offers the ability to enter invoices into the system in one of two ways:
- create invoices manually
- receive invoices electronically from vendors
Invoices are held in a session until you post the session. When you post a session, the invoice, cancellation, or adjustment data contained in it are used to update funds, order records, the payment history file, and vendor records. You can post as soon as you create an invoice or at a later time. During posting, the system prints encumbrance, invoice, and posting registers and an invoice summary.
Receiving and invoicing are separate functions in the system. You can create invoices before, during, or after receiving items. To receive items during invoicing, your library must enable the Combining receiving and invoice entry Acquisitions Option.
Some organizations dedicate each session to a different function (e.g., monograph acquisitions, serials payments, etc.); some dedicate each session to a specific location in the system (e.g., Undergraduate library).