Link from a purchase order to create an invoice

To create an invoice for items received as part of an order:

  1. Open the Purchase Order workform.
  2. Select Tools > Create Invoice.

    3. The Invoice workform appears with the following information from the purchase order:

    • The General view contains the same library, supplier, and fund information as the General view of the Purchase Order workform.

    • If there are header charges in the Purchase Order workform, they display on the General view and the Charges view of the Invoice workform.

    Important:
    When you link a purchase order to an invoice, the line items are not automatically copied to the new invoice.

  3. Type the number for the invoice in the Invoice number box.
  4. Select File > Save to save the new invoice.

    5. The invoice is saved and linked to the purchase order.