Flip a purchase order

By flipping a purchase order, you can turn an issued purchase order into an invoice.

  1. In the Worklist, select Purchase orders.
  2. To open the document detail view, click the purchase order that you want to flip.
  3. Click PO flip.
  4. On the New Invoice page, in the Invoice Info pane, enter the following values.
    • Invoice reference number

    • Invoice date (must not be dated in the future)

    • Delivery note

    • Freight costs not already included in the PO

  5. Optional. To copy existing purchase order line items, in the Items pane, select the check boxes next to the line items that you want to copy and click Copy.
    Depending on the configuration, when a service is invoiced (the value in the Item Category field in the Items pane = Service), the quantity fields can be hidden, with only the Unitprice field being editable. When you enter the unit price, this amount is then added to the Net amount field in the Invoice Info pane.
  6. To send the document to the Accounts Payable department, click Submit.

    A PDF image, representing the information you entered, is created and made viewable as an attachment. The new document is shown as 'being delivered' until it is submitted to the Accounts Payable department.