Last step, create the supplier invoice linked to an equipment purchase order.
Position yourself on your material purchase order in "delivered" status from the purchasing module, filter nature "material or recovery" / filter "supplier" and period if necessary :
On your purchase order, click on “generate a document” then “supplier invoice” :
On the purchase invoice creation window :
- Check payment methods and terms,
- Check the invoice in exclusive of VAT or inclusive of VAT,
- Validate all item lines by clicking on validate or validate line by line,
- Modify quantity and amount to be invoiced,
- You can also add an item line.
- Enter the supplier invoice number.
When everything is correct, click on "Save" to create your invoice :
Note that if you were unable to validate and create your invoice because you are multi-tasking, blgCloud would have saved your work in the state of your work on this invoice.
Go back to your purchase order, click on "generate a document" then supplier invoice, blgCloud will show you the state of the saves.
Click on "restore" to return to your invoice in progress, or on "do not restore" to restart the entire check :
Click on Save (yes, you are there!) to create your purchase invoice :
On your purchase order, your invoice has been incremented, the item lines are all invoiced and the order state has changed to "invoiced" status.
Click on your purchase invoice to preview it :
Once this supplier purchase invoice has been paid, click on Add payment to declare it as "paid" :
If everything is correct, click on "Save".
Note that you can also define multiple payments and change the payment method :
On your purchase invoice, the payment has been incremented and its status is "paid".
The process is now complete :