Site The site where the invoice was created. Invoices can be entered at the site that issued the purchase order or a higher-level site. The site setting also controls the invoice supplier (supplier must be from the invoice site or above). APM sets the site based on where the invoice was created. You cannot change the site setting. See Also Purchase Order The invoice’s purchase order. If the invoice includes lines for multiple purchase orders, this is the first purchase order that was entered on the invoice. See Also Supplier The supplier that sent the invoice. This can be the same supplier as on the purchase order or a parent supplier in the supplier hierarchy. See Also Street or Office/area Street name and number or the office area. City The city where the address is located. You can enter up to 50 characters. State or province The state or province where the address is located. Once you have selected the country, only states or provinces located in that country appear in the list. Postal code The postal code or zip code for this address. If a mask has been created for the postal code or zip code, you do not need to format the code. APM automatically enters any spaces or hyphens necessary. As well, APM warns you if you enter a code that does not match the format for the country where the address is located. Invoice Number The supplier’s invoice number. An invoice number must be provided, and it must be unique by supplier and site. You cannot enter multiple invoices with the same invoice numbers from the same supplier. This helps to ensure the same invoice is not entered twice. See Also Receiving Report Select the receiving report that contains the purchase order lines that you want to include on the invoice. See Also Packing Slip The number of the packing slip associated with this invoice. This is only relevant for invoices associated with purchase orders. If you enter a packing slip number, the system creates an invoice line for each purchase receipt associated with this packing slip and purchase order. That is, for all purchase order lines that have the same packing slip number entered on the receipt. If the packing slip box is left blank, the system creates invoice lines for all uninvoiced purchase receipts associated with the selected purchase order. See Also Create a line for each uninvoiced transaction Select this option to have the system create an invoice line for each transaction on the selected purchase order that has not yet been invoiced. You can edit the lines after the invoice has been created. See Also Invoice Type Select the type of invoice that you are creating. The invoice type: • Can be used to group and order invoices • Controls whether the invoice is a regular type of invoice or a credit memo • Controls the types of invoice lines that can be added to the invoice • Controls if the invoice requires approval Invoice type is not mandatory. If an invoice type is not selected, the invoice does not require approval. See Also Invoice Date The date on the invoice. See Also Invoice Amount The total amount of the invoice in the supplier’s currency. The system compares this amount to the total of all of the invoice lines to determine if the invoice is balanced or not. For credit memos, you must enter a negative amount (for example, -$250). If you do not enter the invoice amount, the system sets this amount to the total value of the created lines. See Also Invoice Received The date that the invoice was received. See Also Payment Terms The payment terms for the invoice. See Also Discount Date The date that payment for the invoice is due if the discount is to be applied. If you selected a payment term and invoice date, the system fills in the appropriate due date. You can change the prompted date, if necessary. See Also Discount Percent The percentage discount applied to the invoice. See Also Discount Amount The amount of any discount applied to the invoice. If you filled in the invoice amount and discount percent, the system fills in the amount automatically. See Also Voucher Number If you use voucher numbers to track invoice hard copies, enter the invoice’s voucher number. The system can automatically enter the next available voucher number if this setting is turned on for the site. See Also Payment Due Date The date that payment for the invoice is due. If you selected a payment term, the system fills in the appropriate due date. You can change the prompted date, if necessary. See Also
