Purchasing, inventory & order processing — found from sitemap — ERPNext

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Facts read from this source

• Purchase invoice purpose Report an error

  “A Purchase Invoice records the supplier's bill, creates the payable, and posts the expense, asset value, and taxes.”

• Purchase invoice sources Report an error

  “It can be created from a Purchase Order, a Purchase Receipt, or entered directly.”

• Update stock field Report an error

  “Update Stock Posts receipt of stock through the Purchase Invoice. Leave it clear when a Purchase Receipt already records the stock movement.”

• Is paid field Report an error

  “Is Paid Records payment with the invoice when this workflow is enabled and the required payment account is selected.”

• Is return debit note Report an error

  “Is Return (Debit Note) Converts the Purchase Invoice into a Debit Note that reduces or reverses a Supplier bill.”

• Tax withholding Report an error

  “Apply Tax Withholding Amount Calculates configured Supplier withholding tax. Verify the category and applicable threshold before submission.”

• Payment schedule Report an error

  “Payment Schedule Splits the amount across one or more due dates based on payment terms.”

• Accounting dimensions Report an error

  “Accounting Dimensions Attributes such as Cost Center, Project, Branch, or custom dimensions used for reporting and controls.”

• On hold field Report an error

  “On Hold Prevents the invoice from being selected for payment until the hold is released.”

• Recurring invoices Report an error

  “Use Auto Repeat or a Supplier Subscription for recurring charges.”

• Get items from Report an error

  “In a new Purchase Invoice, select Get Items From to fetch one or more eligible Purchase Orders or Purchase Receipts for the same Supplier.”

• Partial invoicing Report an error

  “You can. Create the Purchase Invoice from the order and retain only the quantity billed now. Later invoices can bill the remaining quantity.”

• Multi receipt invoice Report an error

  “You can. Use Get Items From > Purchase Receipt and select eligible receipts for the same Supplier.”

• Stock availability indicator Report an error

  “The colored dot before an Item Code shows stock availability at a glance. Green means in stock and red means out of stock.”

• Foreign currency Report an error

  “ERPNext stores the exchange rate used to convert the invoice into Company currency. Review it when the invoice is in a foreign currency.”

• Landed cost voucher Report an error

  “Use a Landed Cost Voucher when additional costs must be allocated after receipt.”

• Submitted invoice editing Report an error

  “Submitted accounting fields are protected. Use Cancel and Amend when permitted, or issue a Debit Note when you need a traceable reduction or return.”

• Submission ledger effect Report an error

  “Submitting a Purchase Invoice normally: credits the Supplier payable account; debits expense, asset, stock, or Stock Received But Not Billed accounts based on the workflow”

• Invoice statuses Report an error

  “Draft Saved but not posted to the ledgers. Unpaid Submitted with an outstanding payable amount. Partly Paid Payments or credits cover only part of the invoice. Paid The outstanding amount is zero. Overdue The invoice remains outstanding after its due date.”

• Duplicate invoice check Report an error

  “Supplier Invoice No The Supplier's own bill reference. It helps prevent duplicate entry and supports audit matching.”

• Payment order integration Report an error

  “You can also include the invoice in a Payment Order, reconcile an existing payment, place it on hold, or create a return.”

Scores citing this record

• The Online Retailer Purchasing, inventory & order processing
• The Managing Director Finance, tax & compliance
• The Managing Director Purchasing, inventory & order processing
• The Operations Lead Purchasing, inventory & order processing