Add an Invoice Line Linked to a Purchase Order Line
To add an invoice line that is linked to a purchase order line:
- Open the Invoice workform.
- Select View > Line Items.
- Click
above the list of line items. - Select View, Additional Information.
- Click Find in the Purchase Order section, and use the Find Tool to search for the existing purchase order line item.
- Select the on-order, received, part received or currently received purchase order line item to which you want to link this new invoice line item.
The Line Items view appears.
Tip:
Press CTRL+I to add a new line item.
The Invoice Line Item workform appears.
The Additional Information view appears.
The Find Tool Results list appears.
The information from the linked purchase order line item (including all segments) is copied to the new invoice line item. You can copy a purchase order line to an invoice line only once, except in the case of standing orders or subscriptions, which can be linked to multiple invoices.
Related Information
Standing Orders - If you want the invoice line item to accurately reflect payment for a distinct standing order An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher. part, link to the purchase order line item and click Find in the Description section of the Invoice Line Item workform. Then search for and select the bibliographic record for the Standing Order part.