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learningcenter.managerplus.com/knowledgebase/article/KA-01125/en-us

Adding an invoice or return to a purchase order can be easily done by following these few simple steps:

 This process cannot be done from a mobile device, but through your desktop application.

   

Step 1.

Click on the “Purchase Orders” icon on the main ribbon.

   

Step 2.

Open an already existing purchase order from your desktop computer.

   

Step 3.

Click on the “Payables/Returns” icon.

   

Step 4.

To add an invoice, click on the “+ Add Invoice” icon. To learn how to add a return, go to Step 6.

   

Step 5.

Fill in the necessary information.

Description of Fields:

Type: Select from the drop-down menu either invoice or return.

Invoice #: Here you will enter the invoice number associated with this item.

Date: This is the date of the invoice you are entering.

Note: You may add any additional notes that you may deem as necessary (Optional).

Once the information has been entered, click on the “Save” icon.

   

Step 6.

To add a return, after clicking on the “+ Add Invoice” icon, select “Return” from the drop-down menu and fill out the necessary information and click on the “Save” icon.

Description of Fields:

Type: Select from the drop-down menu either invoice or return.

RMA #: Here you will enter the Return Merchandise Authorization number associated with this item.

CM #: Here you will enter the Credit Memo number associated with this item.

Date: This is the date of the invoice you are entering.

Note: You may add any additional notes that you may deem as necessary (Optional).

 You will also have the option to save as a credit memo by clicking on the box.

   

Once you have finished this step, you have successfully added a return or invoice to your purchase order and are ready to proceed.