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Using the Invoice Lines Entry Pad

You can use the Entry Pad to quickly add invoice lines for miscellaneous expenses, extra charges, and taxes.

For miscellaneous expense lines that are not associated with a purchase order, you can quickly enter:

•

Resource

•	Description of the expense

•	Amount of the invoice line

•	Distribution of the cost to a work order and task, asset, or account

•	Extra charges and taxes associated with the invoice, which are entered as separate lines

For extra charge and tax lines, you can specify the type of charge or tax, the amount, and, in the case of a tax, the rate.

Extra charges and taxes are distributed between all miscellaneous expense lines in the invoice. For example, suppose that you enter one miscellaneous expense line for $100. Then you add a second miscellaneous expense line for $100, as well as an extra charge for $50 freight. The extra charge is distributed evenly ($25) to each of the miscellaneous expense lines.

Tip: The Entry Pad is displayed by default if the appropriate format preference is selected on the Options tab, Workflow tab of your employee record.

After you add a line using the Entry Pad, you can edit its details, if necessary. For information about using the Invoice Line dialog to create or modify lines, see:

•	Adding Miscellaneous Expense Lines to an Invoice

•	Adding Extra Charge Lines to an Invoice

•	Adding Tax Lines to an Invoice

This topic explains how to display the Entry Pad, enter a miscellaneous expense, extra charge, and/or tax line, and add the lines to the invoice.

To Display the Entry Pad

1.	From the Site window, select the Invoicing view, Invoices tab, then the Invoices tab. By default, this tab lists all invoices by supplier.

2.	Open the invoice to which you want to add miscellaneous expense lines.

3.	Make sure that editing is enabled.

4.	If the Entry Pad is not displayed, click Show at the bottom of the tab.

To Enter a Miscellaneous Expense Line

1.	Enter the following information using the Entry Pad:

Setting Name

Description

Resource

The resource that is being invoiced on this line. You can click Browse to select a resource. Or, if the invoice is for a non-catalog item, enter the description of the item in the Description box.

Description

Enter a description of the new line. Or, if the invoice line is for a non-catalog item, enter the description of the item.

% of Invoice Amount

Percentage of the invoice amount that is covered by the new line. If you enter a percentage, the Amount box is filled in automatically.

Amount

Amount of the expense. If you entered a percentage of the invoice amount in the % of box, the Amount box is filled in automatically.

2.	Select the work order, asset, warehouse, or account to distribute the cost to.

3.	You might be able to override the cost type. If necessary, select Override the cost type and select the new cost type.

Note: If the invoice line references a non-catalog resource, you can only select a cost type for miscellaneous expenses.

4.	To enter a an extra charge, select the type of charge from the Extra charge list. Then enter the amount of the extra charge.

5.	To enter a tax line, select the type of tax and rate. Then enter the amount of the tax.

To Add the Lines to the Invoice

1.	When you are finished entering information for the miscellaneous expense line and, optionally, the extra charge line and/or tax line, click Add. APM adds the new lines to the invoice.

2.	When you are finished entering information, save the invoice.