Search Purchase Invoice
a) Go to Finance->Invoice List->Purchase
b) The following screen would be displayed.
c) User can search on various search criteria like
- Invoice status,
- Placement id,
- Candidate name
- Invoice ID
d) Based on the search criteria, the Invoices would be listed in the grid.
Edit /View Purchase Invoice
a) ‘Invoice ID’ column is a hyper link. User can click here to view the details of the purchase invoice.
b) Edit invoice would be displayed
c) User can click on the ‘PDF‘ icon to view the ‘RCTI ‘Report.
d) User can click on the ‘EFT’ button to view the EFT.
Post Purchase Invoice
a) Go to Finance->Invoice List->Purchase Invoice -> enter the search criteria->Invoices would be listed in the list
b) Select the invoices and select ‘Post’ in the top right corner
c) Alternatively to post 1 by 1, you can click on the Invoice No hyperlink-> Edit Invoice screen would be displayed->Click on ‘Post’.
Purchase Invoice Posting is same as Sales Invoice Posting Invoices section.