Staff Client Help v7.3 - v8.0
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<h1><a name="kanchor5444"></a><a name="IX_adding_sales_tax"></a><a name="kanchor5445"></a><a name="IX_sales_tax"></a><a name="kanchor5446"></a><a name="IX_entering_dollar_amount"></a><a name="XREF_74954_Add_a_tax_dollar"></a>Add a Tax Dollar Amount on an Invoice</h1>
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<p><a name="kanchor5447"></a><a name="IX_See_sales_tax"></a>To enter a dollar amount for the tax on the invoice:</p>
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<p class="NoteShade"><b>Important:<br /></b>All segments on the invoice must be received before you can enter a tax dollar amount for the invoice. Also, any charges, credits, or discounts must be distributed before the tax.</p>
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<ol>
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<li value="1">Open the Invoice workform.</li>
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<li value="2">Receive any items that have not already been received.</li>
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<li value="3">Click <img src="taxicon_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> on the Invoice toolbar.</li>
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<p>The distribute tax dialog box appears.</p>
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<li value="4">Enter the dollar amount to add to the invoice.</li>
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<p>The dollar amount is converted to a rate (percentage), any other tax rate or amount is overwritten, and the rate is applied to all the items.</p>
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<li value="5"><a name="kanchor5448"></a><a name="IX_fixing_difference_in_tax"></a>If there is a discrepancy between the amount you entered when you distributed the tax and the amount in the sales tax total, adjust the tax on a line item segment to modify the total tax.</li>
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<p>The total tax on the Invoice workform - Charges view will match the amount you distributed.</p>
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<li value="6">Select <b>File </b>><b> Save</b>.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<h1>Add an Invoice Line Linked to a Purchase Order Line</h1>
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<p>To add an invoice line that is linked to a purchase order line:</p>
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<ol>
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<li value="1">Open the Invoice workform.</li>
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<li value="2">Select <b>View</b> > <b>Line Items.</b></li>
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<p>The Line Items view appears.</p>
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<p class="NoteShade"><b>Tip: <br /></b>Press <b>CTRL</b>+<b>I</b> to add a new line item.</p>
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<li value="3">Click <b><img src="AddIconInvoiceToolbar_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /></b> above the list of line items.</li>
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<p>The Invoice Line Item workform appears.</p>
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<li value="4">Select <b>View</b>, <b>Additional Information</b>.</li>
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<p>The Additional Information view appears. </p>
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<li value="5">Click <b>Find</b> in the Purchase Order section, and use the Find Tool to search for the existing purchase order line item.</li>
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<p>The Find Tool Results list appears.</p>
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<li value="6">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.</li>
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<p>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.</p>
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</ol>
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<h4>Related Information</h4>
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<p>Standing Orders - If you want the invoice line item to accurately reflect payment for a distinct <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">standing order<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a> part, link to the purchase order line item and click <b>Find</b> in the Description section of the Invoice Line Item workform. Then search for and select the bibliographic record for the Standing Order part.<MadCap:conditionalText data-mc-conditions="Primary.Online"> For more information, see <a href="../../Serials/PSsetup/Enter_order_data_for_a_serial_holdings_record.htm#XREF_60587_Enter_order_data">Enter order data for a serial holdings record</a>.</MadCap:conditionalText></p>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<h1 class="KeepWithNext"><a name="XREF_41205_Add_an_invoice"></a>Add an Invoice Line Linked to a Subscription</h1>
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<p class="KeepWithNext"><a name="kanchor1644"></a><a name="IX_creating_an_invoice"></a><a name="kanchor1645"></a><a name="IX_paying_for_serials"></a><a name="kanchor1646"></a><a name="IX_linking_invoice_line"></a>To add an invoice line when you want to pay for a subscription for which there is no purchase order:</p>
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<p class="NoteShade"><b>Note:<br /></b>If the invoice line item is not already linked to an active purchase order line item, you can link one or more subscriptions that are not linked to a purchase order. A separate invoice line item segment is created for each serial holdings record with a unique combination of destination and collection. If the serial holdings record is linked to a subscription record, the unit price and the fund in the subscription record are copied to the invoice line item.</p>
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<ol>
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<li value="1">Select <b>File </b>><b> New </b>><b> Invoice</b>.</li>
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<p>The Invoice workform appears.</p>
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<li value="2">Type a number for the invoice in the <b>Invoice number</b> box.</li>
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<li value="3">Click <b>Find</b> next to the Supplier <b>Name</b> box, and select a supplier.</li>
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<li value="4">Save the invoice.</li>
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<li value="5">Select <b>View </b>><b> Line Items</b>.</li>
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<p>The Line Items view appears.</p>
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<li value="6">Click <img style="width: 30;height: 18;" src="Newbn_30x18.gif" class="imginline" alt="" /> above the line items list.</li>
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<p>The Invoice Line Item workform appears.</p>
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<li value="7">Select <b>View </b>><b> Additional Information</b> to display the Additional Information view.</li>
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<li value="8">Click <b>Find</b> in the <b>Subscription</b> frame.</li>
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<p>
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<img style="margin-bottom: 0.218pt;width: 371;height: 259;" src="invoicesubsc_371x259.gif" alt="" /> </p>
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<p>The Find Tool appears with <b>Serial Holdings</b> in the <b>Object</b> box.</p>
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<p class="NoteShade"><b>Tip:<br /></b>To multi-select serial holdings records, right-click, and choose <b>Select </b>from the context menu. All selected serial holdings records must be linked to the same bibliographic record.</p>
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<li value="9">Search for and select the serial holdings records you want to link to the invoice line item.</li>
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<p>The invoice line item is created with a separate segment for each serial holdings record you selected.</p>
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<p>
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<img style="margin-bottom: 0.000pt;width: 379;height: 192;" src="inlisub_379x192.gif" alt="" /> </p>
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<li value="10">Save the invoice line item.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="kanchor918"></a><a name="IX_adding_line_items_1"></a><a name="kanchor919"></a><a name="IX_adding_without_a"></a><a name="XREF_11071_Add_an_invoice"></a>Add an Invoice Line Unlinked to a Purchase Order Line</h1>
|
||||
<p><a name="kanchor920"></a><a name="IX_creating_brief_from_1"></a>To add an invoice line that is not linked to a purchase order line:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>See <a href="Creating_Invoices.htm#XREF_40447_Creating_Invoices">Creating Invoices</a> for instructions to create and display a new invoice if the invoice does not exist in Polaris.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Invoice workform.</li>
|
||||
<li value="2">Select <b>View</b> > <b>Line Items.</b></li>
|
||||
<p>The Line Items view appears.</p>
|
||||
<p class="NoteShade"><b>Tip: <br /></b>Press <b>CTRL+I</b> to add a new line item.</p>
|
||||
<li value="3">Click <img src="Newbn_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> on the items toolbar.</li>
|
||||
<p>The Invoice Line Item workform appears.</p>
|
||||
<li value="4">Enter the bibliographic information for the invoice line item, using one of the following methods:</li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can preview a bibliographic record in the Find Tool results list by right-clicking the record and selecting <b>Preview</b>. To preview subsequent records in the results list, keep the Preview window open, select the first record, and press the down arrow key on your keyboard.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Select an existing bibliographic record from the database</span> - If you know the ISBN of the bibliographic record, you can type it in the <b>ISBN </b>box and press <b>ENTER</b>. The bibliographic information is automatically filled in if one exact match to the ISBN is found in the database. If you do not know the ISBN, click <b>Find</b>, and use the Find Tool to search for and select an existing bibliographic record. When you select the record in the Find Tool results, the information is automatically filled in.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you do not find the title in your Polaris database, you can search external databases using Z39.50. For more information,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Polaris_Basics/PIfindrec/Searching_Remote_Databases.htm#XREF_94436_Searching_Remote">Searching Remote Databases</a>.</MadCap:conditionalText></p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Create a new bibliographic record from Acquisitions</span> - Type the bibliographic information in the appropriate fields in the Description frame of the workform. If you are ordering non-print materials, you can select a template in the <b>Template </b>box. Upon saving the new bibliographic record, the leader, 006, and 007 are automatically placed in the record. This allows you to create brief non-print bibliographic records, instead of automatically generating a “book” bibliographic record, and then manually updating each non-print title to be ordered.<b> </b>If you do not select a template, the brief bibliographic record that is created will be for a book. </li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important</b>:<br />You must create a bibliographic template in Cataloging with a name that begins with <b>on-order </b>for the template to display in the Invoice Line Item workform. See <a href="../PAtemplates/Creating_On-Order_Bibliographic_Templates.htm#XREF_58296_Creating_On_Order">Creating On-Order Bibliographic Templates</a>.</p>
|
||||
<li value="5">Add the invoice line item segment information. See <a href="Add_segment_information_for_an_invoice_line.htm#XREF_91080_Add_segment">Add segment information for an invoice line</a>.</li>
|
||||
<li value="6">Select <b>View </b>><b> Additional Information</b>.</li>
|
||||
<p>The Additional Information view appears.</p>
|
||||
<li value="7">Type additional instructions, if applicable, in the following boxes:<ul type="disc"><li><b>Shipped date</b></li><li><b>Alert Note</b></li></ul></li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If an invoice line item has an alert note, an exclamation point appears next to the line item in the Find Tool results list and in the Invoice workform, Line Items view.</p>
|
||||
<li value="8">Select <b>File </b>><b> Save</b> to save the invoice line item to the invoice record.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you add a line item to an invoice with an invoice type of Approval or Blanket, the system checks for duplicate line items in invoices and purchase orders. If a duplicate is found with the same bibliographic ID, collection, destination, and fund, a message appears.</p>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p>If you are not using Rapid Receipt, and an invoice line item is not linked to a purchase order, you must receive the line item at the segment level - See <a href="../PAreceive/Receive_a_purchase_order_invoice_line_item_segment.htm#XREF_36272_Receive_a_line">Receive a purchase order/invoice line item segment</a>.</p>
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<h1><a name="XREF_26634_Add_general"></a>Add General Information to an Invoice</h1>
|
||||
<p><a name="kanchor2514"></a><a name="IX_adding_header_funds"></a>To enter general information on an invoice other than one generated via EDI:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The invoice already includes some information if you created it by copying or linking from a purchase order or from another invoice.</p>
|
||||
<ol>
|
||||
<li value="1"><a name="kanchor2515"></a><a name="IX_entering_transmission"></a><a name="kanchor2516"></a><a name="IX_entering_for_invoices"></a><a name="kanchor2517"></a><a name="IX_entering_shipment"></a>Open the Invoice workform.</li>
|
||||
<li value="2">Define the optional shipment information as follows:<ul type="disc"><li>Specify how the invoice was transmitted in the <b>Transmission method </b>box.</li><li>To specify a closing alert date, select the <b>Closing Alert Date</b> checkbox and select a date.</li><li>If you track the date your library expects the shipment to arrive, click <b>Due date</b> and type a date to specify the due date.</li><li>In the <b>Shipped date</b> box, type the date that the shipment was shipped by the supplier.</li><li>In the <b>Receipt date</b> box, type the date that the shipment or supplier’s invoice was received at the library.</li><li>Type any comments or special conditions about the shipment or invoice in the <b>General note</b> box.</li></ul></li>
|
||||
<li value="3">To enter or change header charges and funds for the invoice as a whole, such as shipping charges, follow the instructions in <a href="Add_or_change_invoice_header_charges_and_credits.htm#XREF_14464_Add_or_change">Add or change invoice header charges and credits</a>.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If shipping and other charges are paid by various branches, assign funds at the line item segment level and distribute the charges. See <a href="../PAdistribute/Distribute_charges_on_an_open_invoice.htm#XREF_30595_Distribute_charges">Distribute charges on an open invoice</a>.</p>
|
||||
<li value="4">Select <b>File </b>><b> Save.</b></li>
|
||||
<li value="5">If applicable, add or change the charges and discount rates on the Charges view of the Invoice workform by following the instructions in <a href="Add_or_change_invoice_header_charges_and_credits.htm#XREF_14464_Add_or_change">Add or change invoice header charges and credits</a>.</li>
|
||||
<li value="6">Add the invoice line items by following the instructions in <a href="Adding_Invoice_Line_Items.htm#XREF_39201_Adding_Invoice">Adding Invoice Line Items</a>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Most fields in the invoice become read-only once the invoice reaches the following statuses: Paid, PartPaid, or Credited. Fields in prepaid invoices are also restricted.</p>
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<h1><a name="kanchor5923"></a><a name="IX_adding_using_Rapid"></a><a name="XREF_83879_Add_invoice_lines"></a>Add Invoice Lines Using Rapid Receipt</h1>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The printed purchase order contains the purchase order line item ID number that uniquely identifies each line item. If you want to use the Rapid Receipt function, ask your supplier to include this number for each line item on the packing slip/ invoice that comes with the shipment. You can also enter the ISBN or title for each line item, but the matching may not be as exact. </p>
|
||||
<p>You can create a new blank invoice, and use Rapid Receipt to find the purchase order line item that matches the number on your supplier’s packing slip. When you pull in the information from the purchase order line item, each invoice line item is created automatically, and the line item is also received. </p>
|
||||
<p><a name="kanchor5924"></a><a name="IX_using_8"></a><a name="kanchor5925"></a><a name="IX_using_Rapid_Receipt"></a><a name="kanchor5926"></a><a name="IX_using_Rapid_Receipt_from_1"></a>To receive purchase order line items from an invoice:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Invoice workform - Line Items view.</li>
|
||||
<li value="2">Select <b>Tools </b>><b> Rapid Receipt </b>or click <img src="rapidrecbtn_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> on the Invoice workform.</li>
|
||||
<li value="3">Type the purchase order line item ID number in the <b>PO line ID</b> box, type the ISBN or ISSN in the <b>ISBN/ISSN</b> box, or type the title in the <b>Title</b> box.</li>
|
||||
<li value="4">Press <b>ENTER </b>or click <b>Find</b>.<p>If there is an exact match, the title details appear under <b>Confirm PO Line</b>.</p></li>
|
||||
<li value="5">Click <b>Save/Next</b>.<p>The invoice line item is added and the purchase order line item is updated to Received in one step.</p></li>
|
||||
<li value="6">Enter the next PO line ID on the Rapid Receipt dialog box.<p>The invoice line item is added and the purchase order line item is updated to Received in one step. For more information, see <a href="../PAreceive/Use_Rapid_Receipt_to_receive_line_items_from_an_invoice.htm#XREF_92865_Use_Rapid_Receipt">Use Rapid Receipt to receive line items from an invoice</a>.</p></li>
|
||||
<p>The Rapid Receipt dialog box appears.</p>
|
||||
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|
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<h1><a name="XREF_14464_Add_or_change"></a>Add or Change Invoice Header Charges and Credits</h1>
|
||||
<p><a name="kanchor5625"></a><a name="IX_adding_and_changing"></a><a name="kanchor5626"></a><a name="IX_adding_or_changing"></a>Header charges are the charges from the supplier that are not associated with any specific line item, such as shipping or cataloging charges for the whole order. They are posted against distinct funds and are not distributed across line item segments. You can enter header charges in the Purchase Order workform, but the exact amount is often not known until the invoice is received.</p>
|
||||
<p>To enter or change header charges (or credits) that are associated with the entire invoice:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the invoice is prepaid, you must create a linked invoice to adjust header charges. See <a href="Link_an_invoice_to_another_invoice.htm#XREF_66732_Link_an_invoice_to">Link an invoice to another invoice</a>.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Invoice workform.</li>
|
||||
<p class="NoteShade"><b><b>Tip</b></b>:<br />Only one charge entry with one amount and one fund can be added for each charge type. For example, if you added a charge for Cataloging, the charge type of Cataloging no longer appears in the Charge Type list. If you need to split a charge so that two funds are used to pay for a charge, use the Other charge type.</p>
|
||||
<li value="2">To add each header charge, or a header credit, do the following in the Header Charges section on the Invoice workform - General view:<ol style="list-style-type: lower-alpha;"><li value="1">Select a charge type in the <b>Charge Type </b>box. To enter a credit, select the charge type <b>Credit</b>.</li></ol></li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To change the charge type of <b>Other </b>to a more specific name, you can rename it using the Acq/Serials parameter <b>Other charge type description</b>.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Rename_the_purchase_order_and_invoice_header_Other_charge_type.htm#XREF_65569_Rename_the">Rename the purchase order and invoice header Other charge type</a>.</MadCap:conditionalText></p>
|
||||
<li value="3">Type a dollar amount for the charge or credit in the <b>Amount</b> box.</li>
|
||||
<li value="4">Select a fund to use for the header charge or credit in the <b>Fund </b>box. If the fund does not appear in the Fund list box, click <b>Find</b> to search for and select it using the Polaris Find Tool.</li>
|
||||
<li value="5">Click <b>Add</b> to add the charge type, amount, and fund to the list box.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you need to remove or change a charge type, select it in the list box and click <b>Remove</b>.</p>
|
||||
<li value="6">Select <b>File </b>><b> Save</b> to save the record.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Complete the invoice by following the steps in <a href="Adding_Invoice_Line_Items.htm#XREF_39201_Adding_Invoice">Adding Invoice Line Items</a>.</p>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor5627"></a><a name="IX_viewing_invoice"></a><a name="kanchor5628"></a><a name="IX_viewing_header_charges"></a><span class="FM_BulletHead">Charges view of the Invoice workform</span> - When you enter header charges and credits on the General view of the Invoice workform, they are displayed in the Charges view, but they cannot be changed there.</li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor5629"></a><a name="IX_viewing_linked_to_invoice"></a><a name="kanchor5630"></a><a name="IX_viewing_linked_funds"></a><span class="FM_BulletHead">Linked Funds</span> - Select <b>Link </b>><b> Funds</b> to open the list of funds linked to the invoice. When the invoice is paid, the header charges and credits are posted in the funds selected for the header charges on the General view of the Invoice workform.</li>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_91080_Add_segment"></a>Add Segment Information for an Invoice Line</h1>
|
||||
<p><a name="kanchor28"></a><a name="IX_adding_segment"></a>To add a segment that is not linked to a purchase order line item:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Invoice Line Item workform.</li>
|
||||
<li value="2">To change the default destination, select a branch in the <b>Destination</b> box.</li>
|
||||
<li value="3">Select a fund in the <b>Fund</b> box, or click <b>Find</b> to search for and select a fund. To pay for the segment with more than one fund, click <img src="SplitFundsbut_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />, and follow the instructions in <a href="../PAorder/Split_funds_for_a_purchase_order_line_item_segment.htm#XREF_13574_Split_funds_for">Split funds for a purchase order line item segment</a>.</li>
|
||||
<li value="4">If there are any charges associated with the individual segment, click the <b>Charges</b> tab, and type the dollar amount in the appropriate charges box.</li>
|
||||
<li value="5">If there are any credits or discounts associated with the individual segment, click the <b>Totals</b> tab, and type the dollar amount in the <b>Credits & Discounts</b> box.</li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can distribute charges and credits/discounts among invoice line item segments, and then make slight adjustments to individual segments. See <a href="../PAdistribute/Distribute_charges_on_an_open_invoice.htm#XREF_30595_Distribute_charges">Distribute charges on an open invoice</a> and <a href="../PAdistribute/Distribute_credits_discounts_on_an_open_invoice.htm#XREF_18155_Distribute_credits">Distribute credits/discounts on an open invoice</a>.</p>
|
||||
<li value="6">Continue adding segments for the invoice line item by repeating steps 1-5.</li>
|
||||
<li value="7">Select <b>File </b>><b> Save</b> to save the invoice.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p>The following Acquisitions/Serials profiles in Polaris Administration control the display of data in segments:</p>
|
||||
<ul type="disc">
|
||||
<li>Filter branches in line item segments - Specifies the default branch and the available branches in the drop-down list.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Filter_destination_branch_lists_by_parent_library.htm#XREF_30628_Filter_destination">Filter destination branch lists by parent library</a>.</MadCap:conditionalText></li>
|
||||
<li>Acq fund droplist setup - Controls how funds display.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Specify_how_funds_are_displayed_in_Acquisitions.htm#XREF_47269_Specify_display_of">Specify how funds are displayed in Acquisitions</a>.</MadCap:conditionalText></li>
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<h1><a name="XREF_39201_Adding_Invoice"></a>Adding Invoice Line Items</h1>
|
||||
<p>Invoice lines can be added to an invoice whether or not they are linked to a purchase order. If a line item is linked to a purchase order, all the applicable information within the order is automatically copied to the invoice. You can change this information or enter new data on the Invoice Line Item workform. If a line item is not linked to a purchase order, you enter all the line item information following the procedures in this section. You can create invoice line items from the Invoice Line Item workform or by using Rapid Receipt on the Invoice workform. When you use Rapid Receipt from the Invoice workform, the invoice line items are added and the linked purchase order line items are received in one step.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Add_an_invoice_line_unlinked_to_a_purchase_order_line.htm#XREF_11071_Add_an_invoice">Add an invoice line unlinked to a purchase order line</a>
|
||||
</li>
|
||||
<li><a href="Add_invoice_lines_using_Rapid_Receipt.htm#XREF_83879_Add_invoice_lines">Add invoice lines using Rapid Receipt</a>
|
||||
</li>
|
||||
<li><a href="Add_segment_information_for_an_invoice_line.htm#XREF_91080_Add_segment">Add segment information for an invoice line</a>
|
||||
</li>
|
||||
<li><a href="Add_an_invoice_line_linked_to_a_subscription.htm#XREF_41205_Add_an_invoice">Add an invoice line linked to a subscription</a>
|
||||
</li>
|
||||
<li><a href="../PAorder/Copy_a_purchase_order_line_item.htm#XREF_73548_Copy_a_purchase">Copy an invoice line item</a>
|
||||
</li>
|
||||
<li><a href="View_all_funds_for_the_invoice.htm#XREF_14684_View_all_funds_for">View all funds for the invoice</a>
|
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</li>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Acquisitions/PAinv/Copy_a_single_line_item_or_specific_segments_to_an_invoice.htm">Open topic with navigation</a>
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<h1><a name="XREF_31694_Copy_a_single_line"></a>Copy a Single Line Item or Specific Segments to an Invoice</h1>
|
||||
<p><a name="kanchor1461"></a><a name="IX_copying_to_invoices_1"></a><a name="kanchor1462"></a><a name="IX_copying_purchase_order_1"></a>To create a new invoice by copying a purchase order line item or line item segments:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can copy purchase order line items from different purchase orders to the same invoice.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Purchase Order Line Item workform.</li>
|
||||
<li value="2">Select <b>Tools </b>><b> Copy To</b> from the menu to copy the line item, or select the segments, right-click and select <b>Copy To</b>.</li>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you are selecting multiple segments, you must put the cursor in the <b>Segment Number</b> column.</p>
|
||||
<p>The Copy Lines To dialog box appears.</p>
|
||||
<li value="3">Select <b>Invoice</b> > <b>New</b> checkbox, and click <b>OK</b>.</li>
|
||||
<p>The New Invoice dialog box appears.</p>
|
||||
<li value="4">Do the following steps to complete the New Invoice dialog box:</li>
|
||||
<ol>
|
||||
<li value="1">Type the number of the invoice in the <b>Invoice No.</b> box. It can be up to 30 characters.</li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can search for invoices by invoice number suffix.</p>
|
||||
<li value="2">If your library uses a suffix to identify invoices, type a suffix in the <b>Suffix</b> box. It can be up to 8 characters.</li>
|
||||
<li value="3">To select a different library, change the library in the <b>Owner</b> box.</li>
|
||||
<li value="4">To select a different supplier, click <b>Find</b> and search for a different supplier.</li>
|
||||
</ol>
|
||||
<li value="5">Click <b>OK </b>to submit your settings.</li>
|
||||
<p><b>Copy Completed Successfully</b> appears in the status bar.</p>
|
||||
<p class="NoteShade"><b>Note: <br /></b>If the lines have already been copied to an invoice, you are alerted and the operation fails. <b>Exception:</b> Standing order and subscription lines can be copied to multiple invoices.</p>
|
||||
<li value="6">Use the Find Tool to search for and select the invoice.</li>
|
||||
<p>The invoice you created appears in the Invoice workform and contains the line item or segments copied from the purchase order.</p>
|
||||
</ol>
|
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</div>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_73548_Copy_a_purchase"></a>Copy an Invoice Line Item</h1>
|
||||
<p><a name="kanchor2252"></a><a name="IX_copying_lines_on_same_1"></a><a name="kanchor2253"></a><a name="IX_copying_on_same_invoice"></a>To copy an invoice line item in the same invoice:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Press <b>CTRL+N</b> or click <img src="newiconnoarrow_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> on the toolbar to copy an invoice line item.</p>
|
||||
<ol>
|
||||
<li value="1"> Open the Invoice Line Item workform.</li>
|
||||
<li value="2">Select <b>File </b>><b> New</b>.</li>
|
||||
<li value="3">Select one of the following options to copy an invoice line item:<ul type="disc"><li>Clear Workform - None of the information from the invoice line item is copied. A new, blank Invoice Line Item workform appears.</li><li>Copy Existing Workform - All the bibliographic information, the material type, and the segments are copied to the new invoice line item.</li></ul></li>
|
||||
<p class="NoteShade"><b>Important:<br /></b>When you select <b>Copy Existing Workform</b>, and click <b>Find</b> on the new line item to search for another bibliographic record, the search is based on the ISBN currently in the ISBN box on the new line item. To search for a new bibliographic record, select (highlight) the existing ISBN and type a new ISBN in the box before clicking <b>Find</b>.</p>
|
||||
<li value="4">Change the bibliographic or segment data and save the copied line item.</li>
|
||||
</ol>
|
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<h1><a name="XREF_84997_Copy_an_invoice_to"></a>Copy an Invoice to Create a New Invoice</h1>
|
||||
<p>To create a new invoice by copying an existing invoice:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Invoice workform.</li>
|
||||
<li value="2">Select <b>File </b>><b> New</b>.</li>
|
||||
<p>The New Invoice dialog box appears.</p>
|
||||
<li value="3">Select one of the following options:<ul type="disc"><li><b>Copy Existing Workform </b>to copy the information to a new invoice workform.</li><li><b>Clear Workform </b>to clear the contents of the workform and reset any default data.</li></ul></li>
|
||||
<li value="4">Click <b>OK</b> to continue the process.</li>
|
||||
<p>The Invoice workform appears with the same number as the invoice you copied.</p>
|
||||
<p class="NoteShade"><b>Note: <br /></b>All invoice workform information is copied except for invoice line items, payment history, check and/or voucher date and number, invoice status (the new status is Open), and invoice status date (the new status date is today’s date).</p>
|
||||
<li value="5">Type a different number for the invoice in the <b>Invoice no</b> box.</li>
|
||||
<li value="6">Select <b>File </b>><b> Save</b> to save the new invoice.</li>
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<h1><a name="XREF_38228_Copy_multiple_line"></a>Copy Multiple Line Items to an Invoice</h1>
|
||||
<p><a name="kanchor2744"></a><a name="IX_copying_to_invoices"></a><a name="kanchor2745"></a><a name="IX_copying_purchase_order"></a><a name="kanchor2746"></a><a name="IX_adding_invoice_line"></a>You can copy all the purchase order lines from any view of the Purchase Order workform, or you can select specific line items to copy from the Line Items view. The purchase order must be released in order to copy lines to an invoice.</p>
|
||||
<p>To create an invoice by copying purchase order lines from the Purchase Order workform:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also copy purchase order lines to an existing invoice.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Purchase Order workform.</li>
|
||||
<li value="2">Choose one of the following options:<ul type="disc"><li>To copy all the line items, select <b>Tools </b>><b> Copy Lines To </b>from the menu bar.</li><li>To copy only selected line items, right-click the line items on the Line Items view, and select <b>Copy To</b> from the context menu.</li></ul></li>
|
||||
<li value="3">The Copy Lines To dialog box appears.</li>
|
||||
<li value="4">Select <b>Invoice</b> > select the <b>New</b> checkbox, and click <b>OK</b>.<p>The New Invoice dialog box appears.</p></li>
|
||||
<li value="5">Do the following steps to complete the New Invoice dialog box:</li>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Type the number of the invoice in the <b>Invoice No.</b> box. It can be up to 30 characters.<p class="NoteShade"><b>Tip:<br /></b>You can search for invoices by invoice number suffix. </p></li>
|
||||
<li value="2">If your library uses a suffix to identify invoices, type a suffix in the <b>Suffix </b>box. It can be up to 8 characters.</li>
|
||||
<li value="3">If you want a different date than the present date to appear on the invoice, type the date in the <b>Invoice Date </b>box or click the calendar icon and select the date.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Polaris_Basics/PIgetstart/Using_Polaris_Workforms.htm#XREF_63933_Using_Date_Pickers">Using Date Pickers</a>.</MadCap:conditionalText></li>
|
||||
<li value="4">To select a different library, change the library in the <b>Owner</b> box. The default library that appears in this box is the library in the purchase order source record.</li>
|
||||
<li value="5">To select a different supplier, click <b>Find</b>. Search for and select the supplier of your choice from the results list.</li>
|
||||
<li value="6">Click <b>OK </b>to submit your settings.<p><b>Copy Completed Successfully</b> appears in the status bar. </p><p class="NoteShade"><b>Note: <br /></b>If the lines have already been copied to an invoice, you are alerted and the operation fails. <b>Exception:</b> Standing order or subscription lines can be copied to multiple invoices.</p></li>
|
||||
</ol>
|
||||
<li value="6">Use the Find Tool to search for and select the invoice.</li>
|
||||
</ol>
|
||||
<p>The invoice you created appears in the Invoice workform and contains all the line items copied from the purchase order.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The charges, sales tax, and discount rate are not copied to the new invoice when you copy the line items.</p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_34450_Create_a"></a>Create a Miscellaneous Invoice</h1>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you need to distribute charges, use another type of order such as an <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">approval plan<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An arrangement with a publisher or vendor to send materials automatically. With an approval plan, it is not necessary for the library to order each title individually, and titles that are not considered appropriate may be returned by the library. An approval plan with a vendor is usually an agreement that the library will receive current imprints selected for the library on the basis of a detailed profile.</span></a> order. You cannot distribute charges on a miscellaneous invoice.</p>
|
||||
<p><a name="kanchor4490"></a><a name="IX_creating_25"></a><a name="kanchor4491"></a><a name="IX_miscellaneous"></a>You can use miscellaneous invoices to track library expenditures or credits that are not directly linked to specific bibliographic records. When you enter an invoice line item in a miscellaneous invoice, you do not search for and select a bibliographic record. Instead, you type a description of the charge or credit in the <b>Title</b> box, but no brief bibliographic record is created.</p>
|
||||
<p>Miscellaneous invoices do not require a link to a supplier record either. You can create a miscellaneous invoice that has charges or credits at the header level but no line items.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can search for miscellaneous invoices in the Find Tool by selecting <b>Type </b>in the <b>Limit by</b> box and <b>Miscellaneous</b> in the<b> Value </b>box.</p>
|
||||
<p>To create a miscellaneous invoice:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File </b>><b> New</b> from the shortcut bar.</li>
|
||||
<p>The New dialog box appears.</p>
|
||||
<li value="2">Select<b> Invoice</b> in the <b>Objects</b> list, and click <b>OK</b>.</li>
|
||||
<p>The Invoice workform appears.</p>
|
||||
<li value="3">Type the number for the invoice in the <b>Invoice number</b> box.</li>
|
||||
<li value="4">Select <b>Miscellaneous</b> in the <b>Type</b> box.
|
||||
<p class="NoteShade"><b>Note:<br /></b>You do not need to link to a supplier record when the invoice type is <b>Miscellaneous</b>, but you will receive a message when you save the invoice without a supplier.</p></li>
|
||||
<li value="5">(Optional) To link to a supplier record, click <b>Find</b> next to the <b>Supplier </b>box and search for a supplier.</li>
|
||||
<li value="6"><a name="kanchor4492"></a><a name="IX_adding_header_charges"></a><a name="kanchor4493"></a><a name="IX_adding_header_charges_to"></a><a name="kanchor4494"></a><a name="IX_adding_header_on"></a>To enter header charges for a miscellaneous invoice, do the following steps:<p class="NoteShade"><b>Tip:<br /></b>If you enter a charge incorrectly, select it in the list and click <b>Remove</b>, then re-enter it and click <b>Add</b>.</p><ol style="list-style-type: lower-alpha;"><li value="1">On the Invoice workform-General view (view 1), in the Header Charges section, select the charge type in the <b>Charge type </b>box.</li><li value="2">Type an amount in the <b>Amount</b> box.</li><li value="3">Select a fund in the <b>Fund</b> box, or if the fund is not in the list, click <b>Find </b>and search for and select the fund using the Find Tool.</li></ol><ol style="list-style-type: lower-alpha;" data-mc-continue="true"><li value="4">Click <b>Add</b> to add the charge type, amount, and fund to the list of charges.</li></ol></li>
|
||||
<li value="7">To add line items to a miscellaneous invoice, do the following steps:<ol style="list-style-type: lower-alpha;"><li value="1">Select <b>View</b> > <b>Line Items or click <img src="LIviewicon_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</b></li></ol><p>The Line Items view appears.</p><p class="NoteShade"><b>Tip: <br /></b>Press <b>CTRL+I</b> to add a new line item.</p><ol style="list-style-type: lower-alpha;" data-mc-continue="true"><li value="2">Click <img src="Newbn_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> on the items toolbar.</li></ol><p>The Invoice Line Item workform appears.</p><ol style="list-style-type: lower-alpha;" data-mc-continue="true"><li value="3">In the <b>Title </b>box, type a description for the service or materials being purchased.<p class="NoteShade"><a name="kanchor4495"></a><a name="IX_bibliographic_Find_Tool"></a><b>Note:<br /></b>When the invoice type is <b>Miscellaneous</b>, the Find Tool is unavailable because a miscellaneous invoice line item is not linked to a bibliographic record. When you enter title information in the miscellaneous invoice line item, no brief bibliographic record is created.</p></li></ol><ol style="list-style-type: lower-alpha;" data-mc-continue="true"><li value="4">Type a price for the service or materials in the <b>Unit price</b> box.</li><li value="5">Type a quantity for the segment in the <b>Quantity</b> box. Unlike regular invoices, you do not need to receive the quantity to pay or credit it.</li><li value="6">Select the library that is receiving the service or materials in the <b>Destination</b> box.</li></ol><p class="NoteShade"><b>Tip:<br /></b>The display of the funds is controlled by the settings in the <b>Acquisitions/Serials profile Acq fund</b> droplist setup.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Specify_how_funds_are_displayed_in_Acquisitions.htm#XREF_47269_Specify_display_of">Specify how funds are displayed in Acquisitions</a>.</MadCap:conditionalText></p><ol style="list-style-type: lower-alpha;" data-mc-continue="true"><li value="7">Select a fund in the <b>Fund</b> box, or click <img src="FindFundbut_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> to search for the fund.</li></ol><p class="NoteShade"><b>Note:<br /></b>To pay for or credit the segment using more than one fund, click <img src="SplitFundsbut_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />, and follow the instructions in <a href="../PAorder/Split_funds_for_a_purchase_order_line_item_segment.htm#XREF_13574_Split_funds_for">Split funds for a purchase order line item segment</a>.</p></li>
|
||||
<li value="8">Add more line item segments, if necessary.</li>
|
||||
<li value="9">Select <b>File </b>><b> Save</b> to save the invoice line item to the invoice record.</li>
|
||||
<li value="10">Select <b>File </b>><b> Save</b> to save the invoice.</li>
|
||||
<p>If you have not selected a supplier, a message box appears.</p>
|
||||
<li value="11">Click <b>Yes</b> to save the miscellaneous invoice without a supplier or click <b>No </b>and use the Find Tool to select a supplier.</li>
|
||||
<li value="12">Then, save the miscellaneous invoice.<p class="NoteShade"><a name="kanchor4496"></a><a name="IX_create_a_credit_memo"></a><b>Tip: <br /></b>To credit a credit memo, create a Misc Invoice and select <b>Tools- Credit</b>.</p></li>
|
||||
<li value="13">Select <b>Pay</b> or <b>Credit</b> to post the expenditure or unexpenditure transaction in the linked fund or funds.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a href="../PApay/Paying_Invoices.htm">Paying Invoices</a>
|
||||
</li>
|
||||
<li><a href="../PAcredit/Crediting_Invoices.htm#XREF_19585_Paying_the_Invoice">Crediting Invoices</a>
|
||||
</li>
|
||||
<li><a href="../PAbudget/Managing_Funds.htm#XREF_59026_Fund_Transactions">Fund Transactions</a>
|
||||
</li>
|
||||
</ul>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_36193_Create_an_invoice"></a>Create an Invoice Without a Purchase Order</h1>
|
||||
<p><a name="kanchor2956"></a><a name="IX_creating_without_a"></a>You can create an invoice without a purchase order for blanket orders, approval plans, or miscellaneous invoices. </p>
|
||||
<p>To create a new invoice from the Polaris shortcut bar:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can also create an invoice containing line items from multiple purchase orders. See <a href="Add_invoice_lines_using_Rapid_Receipt.htm#XREF_83879_Add_invoice_lines">Add invoice lines using Rapid Receipt</a>.</p>
|
||||
<ol>
|
||||
<li value="1"><a name="kanchor2957"></a><a name="IX_creating_from_the_4"></a>Select <b>File </b>><b> New</b> from the shortcut bar.</li>
|
||||
<p>The New dialog box appears.</p>
|
||||
<li value="2">Select<b> Invoice</b> in the Objects list, and click <b>OK</b>.</li>
|
||||
<p>The Invoice workform appears with the following default information:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Date - </b>today’s date</li>
|
||||
<li><b>Type -</b> Regular</li>
|
||||
<li><b>Payment method - Purchase</b>
|
||||
</li>
|
||||
<li><b>Invoice status - Open</b>
|
||||
</li>
|
||||
<li><b>Paid by (Library) - </b>library where user logged in</li>
|
||||
</ul>
|
||||
<li value="3">Type a number (up to 30 characters) in the <b>Number</b> box.</li>
|
||||
<li value="4">To add a number suffix, type it in the box to the right of the <b>Number </b>box. The suffix can be up to 8 characters.</li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can change the invoice number and number suffix until the invoice is paid.</p>
|
||||
<li value="5">Click <b>Find</b> next to the <b>Supplier </b>box, and search for and select the supplier using the Find Tool.</li>
|
||||
<li value="6">Select <b>File </b>><b> Save</b> to save the invoice.</li>
|
||||
<li value="7">Complete the Invoice workform. See <a href="Add_or_change_invoice_header_charges_and_credits.htm#XREF_14464_Add_or_change">Add or change invoice header charges and credits</a>.</li>
|
||||
<li value="8">Add the invoice line items (titles). See <a href="Add_an_invoice_line_unlinked_to_a_purchase_order_line.htm#XREF_11071_Add_an_invoice">Add an invoice line unlinked to a purchase order line</a>.</li>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_40447_Creating_Invoices"></a>Creating Invoices</h1>
|
||||
<p>With orders that are paid upon receipt, use one of the following methods to create invoices:</p>
|
||||
<ul type="disc">
|
||||
<li>Copy all line items or selected line items from the Purchase Order workform to an invoice.</li>
|
||||
<li>Link a purchase order to an invoice.</li>
|
||||
<li>Copy lines or segments of lines from the Purchase Order Line Item workform to an invoice.</li>
|
||||
<li>Copy an existing invoice from the Invoice workform.</li>
|
||||
<li>Create a new invoice from the shortcut bar without a purchase order.</li>
|
||||
<li>Create a new invoice using Rapid Receipt.</li>
|
||||
<li>Set up an EDI invoice profile and create an EDI invoice automatically.</li>
|
||||
</ul>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Copy_multiple_line_items_to_an_invoice.htm#XREF_38228_Copy_multiple_line">Copy multiple line items to an invoice</a>
|
||||
</li>
|
||||
<li><a href="Link_from_a_purchase_order_to_create_an_invoice.htm#XREF_29810_Link_from_a">Link from a purchase order to create an invoice</a>
|
||||
</li>
|
||||
<li><a href="Copy_a_single_line_item_or_specific_segments_to_an_invoice.htm#XREF_31694_Copy_a_single_line">Copy a single line item or specific segments to an invoice</a>
|
||||
</li>
|
||||
<li><a href="Copy_an_invoice_to_create_a_new_invoice.htm#XREF_84997_Copy_an_invoice_to">Copy an invoice to create a new invoice</a>
|
||||
</li>
|
||||
<li><a href="Create_an_invoice_without_a_purchase_order.htm">Create an invoice without a purchase order</a>
|
||||
</li>
|
||||
<li><a href="Create_a_miscellaneous_invoice.htm#XREF_34450_Create_a">Create a miscellaneous invoice</a>
|
||||
</li>
|
||||
<li><a href="Review_automatic_EDI_invoices.htm#XREF_96912_Review_automatic">Review automatic EDI invoices</a>
|
||||
</li>
|
||||
<li><a href="Process_EDI_invoices_for_partial_shipments.htm#XREF_77703_Process_EDI">Process EDI invoices for partial shipments</a>
|
||||
</li>
|
||||
<li><a href="Add_general_information_to_an_invoice.htm#XREF_26634_Add_general">Add general information to an invoice</a>
|
||||
</li>
|
||||
<li><a href="Add_or_change_invoice_header_charges_and_credits.htm#XREF_14464_Add_or_change">Add or change invoice header charges and credits</a>
|
||||
</li>
|
||||
<li><a href="Add_a_tax_dollar_amount_on_an_invoice.htm#XREF_74954_Add_a_tax_dollar">Add a tax dollar amount on an invoice</a>
|
||||
</li>
|
||||
</ul>
|
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|
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<h1><a name="XREF_30622_Receiving_Items"></a>Invoicing</h1>
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<p><a name="kanchor4189"></a><a name="IX_types_2"></a><a name="kanchor4190"></a><a name="IX_overview_65"></a><a name="kanchor4191"></a><a name="IX_See_invoice"></a>An invoice in Polaris is an itemized list of the materials shipped to the library, including any services provided by the supplier. It includes titles, quantities, funds, prices, and other applicable charges. There are various options for invoicing in Polaris, though most orders are processed electronically, and a library may find EDI to be a beneficial option. Additionally, Polaris does offer other manual methods for specific types of processing. Options for processing invoices in Polaris include:</p>
|
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<p><b>Regular (paid upon receipt)</b> - Purchase order line items are copied to create invoice line items. Encumbrance transactions are posted in each linked fund until the invoice is paid and the expenditures are posted. The payment method can be <b>Depository Agreement</b>, <b>Free</b>, or <b>Purchase</b>.</p>
|
||||
<p><b>Prepaid</b> - If you select prepay when the purchase order is released, Polaris automatically creates a prepaid invoice, and the funds are immediately expended.</p>
|
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<p><b>Prepaid with a <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">deposit account<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A deposit account is an account with a vendor that allows customers to pay all or a portion of the estimated annual billing in advance. Depending on the amount prepaid, the typical discount is from 1.5% to 4.5% more than with a regular plan, where invoices are paid after the receipt of titles.</span></a> fund</b> - An invoice is also created automatically when you release a purchase order with a deposit account fund. The linked funds are debited, and no encumbrances are transacted.</p>
|
||||
<p><a name="kanchor4192"></a><a name="IX_See_also_blanket_orders"></a><a name="kanchor4193"></a><a name="IX_See_also_approval_plans"></a><a name="kanchor4194"></a><a name="IX_approval_plan_type"></a><a name="kanchor4195"></a><a name="IX_blanket_order_type"></a><a name="kanchor4196"></a><a name="IX_selecting_type_on_invoice_1"></a><a name="kanchor4197"></a><a name="IX_described_62"></a><a name="kanchor4198"></a><a name="IX_described_61"></a><a name="kanchor4199"></a><a name="IX_selecting_type_on_invoice"></a><span class="FM_BulletHead">Approval plan and Blanket order </span>-Under an <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">approval plan<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An arrangement with a publisher or vendor to send materials automatically. With an approval plan, it is not necessary for the library to order each title individually, and titles that are not considered appropriate may be returned by the library. An approval plan with a vendor is usually an agreement that the library will receive current imprints selected for the library on the basis of a detailed profile.</span></a> or blanket order, the supplier sends specific types of material, but the individual titles are not known until they are received. For example, your supplier sends your library the latest releases from the most popular adult fiction authors. There is no difference in Polaris between Blanket orders and Approval plans. However, some libraries may wish to use the Blanket order type for items that cannot be returned to the supplier.</p>
|
||||
<p class="FM_Task">Select either of these order types on the Invoice workform to track the automatic shipment of titles under a specific program the supplier offers. You can enter the plan information in the <b>Plan</b> box on the Supplier workform.</p>
|
||||
<p class="FM_Task">When the shipment arrives, you add the line items for the titles and segments for the number of copies. The titles are checked for duplicates on existing firm orders, allowing you to decide whether to keep copies of titles that were already ordered. Then you receive the copies at the segment level where you add the number of copies that arrived for each title in the shipment. For more information, see <a href="Add_an_invoice_line_unlinked_to_a_purchase_order_line.htm#XREF_11071_Add_an_invoice">Add an invoice line unlinked to a purchase order line</a> and <a href="../PAreceive/Receive_a_purchase_order_invoice_line_item_segment.htm#XREF_36272_Receive_a_line">Receive a purchase order/invoice line item segment</a>.</p>
|
||||
<p class="FM_Task">With blanket orders and approval plans, funds are not encumbered, since there is no purchase order, and they are expended when the invoice is paid. You can track the expenditures for items paid for using these order types with the Items by Approval Plan and Items by Blanket Plan reports.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Polaris_Basics/PIreports/Acq_Reports.htm#Acquisit">Acquisitions Reports</a>.</MadCap:conditionalText></p>
|
||||
<p><a name="kanchor4200"></a><a name="IX_described_63"></a><span class="FM_BulletHead">Miscellaneous </span>- This invoice type can be used to account for charges other than for materials; to link to other invoices to make adjustments after the invoice is paid; or to indicate a lump payment to a serial supplier for all your subscription renewals. Line items on miscellaneous invoices are not linked to bibliographic records or purchase order line items. The payment method for miscellaneous invoices is always <b>Purchase</b>.</p>
|
||||
<p><b>Rapid Receipt</b> - You can start with a new invoice, pull in multiple line items from various purchase orders, and receive them in one step. See <a href="../PAreceive/Use_Rapid_Receipt_to_receive_line_items_from_an_invoice.htm#XREF_92865_Use_Rapid_Receipt">Use Rapid Receipt to receive line items from an invoice</a>.</p>
|
||||
<p><b>Invoices for serials</b> - You can create an invoice without a purchase order to pay for subscriptions. See <a href="Add_an_invoice_line_linked_to_a_subscription.htm#XREF_41205_Add_an_invoice">Add an invoice line linked to a subscription.</a></p>
|
||||
<p><b>Linked invoices </b>- You can link an invoice to one or more invoices to account for debits or credits to invoices that have been paid and keep a clear audit trail. See <a href="Linking_Invoices.htm#XREF_90713_Linking_Invoices">Linking Invoices</a>.</p>
|
||||
<p><b>EDI Invoices</b>- If you send orders using electronic data interchange (EDI), the electronic invoice file is created automatically when the order is filled. The EDI invoice reflects the contents of the actual shipment and may contain line items (titles) that were ordered via various EDI purchase order transactions.</p>
|
||||
<p><b>EDI invoice line items linked to purchase order line items</b> - The <b>EDI Invoice Defaults</b> profile updates the linked purchase order line item to received as soon as the invoice is saved in the Polaris database, or it can be set to not to automatically receive the purchase order line item, and receive later when the shipment arrives.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See<a href="../../Acquisitions_Admin/PDKacquire/Set_up_EDI_invoice_defaults.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set up EDI invoice defaults</span></a>.</MadCap:conditionalText></p>
|
||||
<ul>
|
||||
<li>No matching purchase order line item - If no matching bibliographic record is found, the invoice line item is created using all the information in the EDI Invoice Defaults profile.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Set_up_EDI_invoice_defaults.htm#XREF_29762_Set_up_EDI_invoice">Set up EDI invoice defaults</a>.</MadCap:conditionalText></li>
|
||||
<li>Matching purchase order line item has an incorrect status - If a matching purchase order line item is found, but it has an incorrect status, such as cancelled, it cannot be linked to the purchase order line item. The information from the purchase order line item is used to create the invoice line item, and an error is listed on the log. For more information on the EDI invoice e-mail log, see <a href="Process_EDI_invoices_for_partial_shipments.htm#XREF_97704_The_EDI_Invoice_E">The EDI Invoice E-mail Log</a>.</li>
|
||||
<li>EDI invoice line items where quantity sent is not equal to quantity ordered - Select the Hold partial shipment option in the Polaris Administration profile EDI Invoice Defaults to prevent EDI invoices from being generated automatically if the quantity sent on any of the line items in the invoice does not match the quantity ordered. See<MadCap:conditionalText data-mc-conditions="Primary.Online"> <a href="../../Acquisitions_Admin/PDKacquire/Set_up_EDI_invoice_defaults.htm#XREF_29762_Set_up_EDI_invoice" data-mc-conditions="Primary.Online">Set up EDI invoice defaults</a> and </MadCap:conditionalText> <a href="Process_EDI_invoices_for_partial_shipments.htm#XREF_77703_Process_EDI">Process EDI invoices for partial shipments</a>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><a name="kanchor4201"></a><a name="IX_line_item_quantity_sent"></a><a name="kanchor4202"></a><a name="IX_matching_purchase_order"></a><b>Note:<br /></b>For information on standard invoice reports,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Polaris_Basics/PIreports/Acq_Reports.htm#Acquisit">Acquisitions Reports</a>.</MadCap:conditionalText></p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><a href="Creating_Invoices.htm#XREF_40447_Creating_Invoices">Creating Invoices</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><a href="Adding_Invoice_Line_Items.htm#XREF_39201_Adding_Invoice">Adding Invoice Line Items</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><a href="Linking_Invoices.htm#XREF_90713_Linking_Invoices">Linking Invoices</a>
|
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<h1><a name="XREF_66732_Link_an_invoice_to"></a>Link an Invoice to Another Invoice</h1>
|
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<p>To link an invoice to another invoice:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Invoice workform.</li>
|
||||
<li value="2">Select <b>Tools </b>><b> Link Invoice</b> from the menu or click <img src="linkinv_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li>
|
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<p>The Link Invoices dialog box appears.</p>
|
||||
<li value="3">Link to a new or existing invoice as follows:</li>
|
||||
<ul>
|
||||
<li>To link the invoice to a new invoice, click <b>New</b>.</li>
|
||||
<p>The New Linked Invoice dialog box appears.</p>
|
||||
<li>Type the number and number suffix in the Invoice no and Suffix boxes.</li>
|
||||
<li>The <b>Invoice date</b> defaults to the present date, but you can click on the calendar icon and change the date.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Polaris_Basics/PIgetstart/Using_Polaris_Workforms.htm#XREF_63933_Using_Date_Pickers">Using Date Pickers</a>.</MadCap:conditionalText></li>
|
||||
<li>Select the library branch in the <b>Owner</b> box.</li>
|
||||
<li>Select the invoice type in the <b>Invoice type</b> box.</li>
|
||||
<li>Select the payment method in the <b>Payment</b> box.</li>
|
||||
<li>The supplier for the new linked invoice is the same as the supplier in the invoice you are linking from. To select a different supplier, click <b>Find</b> and search for the supplier using the Find Tool.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To link to a miscellaneous invoice that does not have a supplier, you must first create the miscellaneous invoice and then link to it.</p>
|
||||
<li value="4">Click <b>OK</b> to complete the link.</li>
|
||||
<ul>
|
||||
<li>To link to an existing invoice, click <b>Find</b>. The Find Tool appears.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you know the number of the invoice you want to link to, type the number in the <b>Invoice</b> box and press <b>ENTER</b>.</p>
|
||||
<li value="5">Search for the existing invoice, and select it. The Linked Invoices dialog box appears with the invoice you selected in the <b>Destination</b> box.</li>
|
||||
<li value="6">Click <b>OK</b> to complete the link.</li>
|
||||
<p>The Invoice workform for the original invoice appears with the message <b>Link completed successfully </b>in the status bar. The <b>Linked invoices </b>note remains in the status bar for any invoice that is linked to other invoices.</p>
|
||||
<li value="7">To go to the new or existing invoice to which you linked the original invoice, click <b>Links </b>><b> Invoices</b>.</li>
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<h1><a name="XREF_29810_Link_from_a"></a>Link from a purchase order to create an invoice </h1>
|
||||
<p><a name="kanchor2487"></a><a name="IX_creating_invoices_from"></a><a name="kanchor2488"></a><a name="IX_creating_from_purchase"></a>To create an invoice for items received as part of an order:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Purchase Order workform.</li>
|
||||
<li value="2">Select <b>Tools </b>><b> Create Invoice</b>.</li>
|
||||
<p>The Invoice workform appears with the following information from the purchase order:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">The General view contains the same library, supplier, and fund information as the General view of the Purchase Order workform.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">If there are header charges in the Purchase Order workform, they display on the General view and the Charges view of the Invoice workform.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>When you link a purchase order to an invoice, the line items are not automatically copied to the new invoice.</p>
|
||||
<li value="3">Type the number for the invoice in the Invoice number box.</li>
|
||||
<li value="4">Select <b>File </b>><b> Save </b>to save the new invoice.</li>
|
||||
<p>The invoice is saved and linked to the purchase order.</p>
|
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|
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<h1><a name="XREF_90713_Linking_Invoices"></a>Linking Invoices</h1>
|
||||
<p><a name="kanchor578"></a><a name="IX_creating_by_linking_from"></a><a name="kanchor579"></a><a name="IX_linking_together"></a><a name="kanchor580"></a><a name="IX_invoices"></a>When you need to make changes to an invoice, you can link another invoice to the original invoice to account for debits or credits. You can link an unlimited number of invoices together regardless of their status or type. If an invoice is linked to another invoice, a message appears in the status bar on the Invoice workform. You can link an invoice to an existing invoice or you can create a new linked invoice. When you create a new linked invoice, the default type is <b>Miscellaneous</b>, but you can change the invoice type. To post credits to the header charges for a prepaid invoice, you must use a miscellaneous invoice.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Linking invoices is a method for tracking additional transactions to the original invoice. If you make modifications to one invoice, or print the invoice voucher, the changes do not affect the other invoices linked to it.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Link_an_invoice_to_another_invoice.htm#XREF_66732_Link_an_invoice_to">Link an invoice to another invoice</a>
|
||||
</li>
|
||||
<li><a href="View_a_linked_invoice.htm#XREF_98654_View_a_linked">View a linked invoice</a>
|
||||
</li>
|
||||
<li><a href="Unlink_a_linked_invoice.htm#XREF_66138_Unlink_a_linked">Unlink a linked invoice</a>
|
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<h1><a name="XREF_77703_Process_EDI"></a>Process EDI invoices for partial shipments</h1>
|
||||
<p><a name="kanchor5821"></a><a name="IX_processing"></a><a name="kanchor5822"></a><a name="IX_processing_partial_1"></a><a name="kanchor5823"></a><a name="IX_processing_partial"></a><a name="kanchor5824"></a><a name="IX_processing_partial_EDI"></a><a name="kanchor5825"></a><a name="IX_processing_for_partial"></a>Use the Process EDI Invoices workform if your library has selected the <b>Hold partial shipment invoices</b> option in the EDI Invoice Defaults profile in Polaris Administration. When the option to hold partial shipments is selected, the raw EDI invoice data from the supplier does not automatically create EDI invoice records in Polaris if the quantity sent and the quantity ordered do not match for at least one title on the invoice. If all quantities sent match all quantities ordered for all titles, the supplier’s EDI invoice data is saved automatically as an EDI invoice record in Polaris.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You must have the permission <b>Process EDI Invoices: Allow</b> set at the system level to select EDI invoices to process.</p>
|
||||
<p>To generate an EDI invoice where the quantities sent do not equal the quantities ordered:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can wait to process partial shipment invoices if the supplier indicates the remainder of the order will be shipped eventually. When the supplier is able to complete the order and sends the EDI invoice file, the completed EDI invoice is created automatically in Polaris.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Acquisitions </b>><b> EDI Services </b>><b> Process EDI Invoices</b> from the Polaris Shortcut Bar, click <img src="EDIicon_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />, or press <b>ALT+A+E</b>.</li>
|
||||
<p>The Process EDI Invoices workform appears.</p>
|
||||
<p>
|
||||
<img src="ProcessEDIinvBlank.gif" alt="" />
|
||||
</p>
|
||||
<li value="2">Enter the search criteria for the invoice as follows:</li>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Enter the invoice number (maximum of 30 characters).</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Enter the supplier’s SAN (maximum of 7 characters).</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Enter an invoice date range by selecting dates in the <b>From </b>and <b>To</b> boxes.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<li value="3">To filter the invoices by branch, select a branch in the <b>Organization</b> box. Select <b>All</b> to see all partially received EDI invoices in your library system.</li>
|
||||
<li value="4">Click <b>Go</b>.</li>
|
||||
<p>The ungenerated invoice or invoices that meet your search criteria are listed.</p>
|
||||
<li value="5">To see the purchase order line items linked to this invoice, right-click an invoice in the list, and select <b>Purchase Order Line Items</b> from the context menu.</li>
|
||||
<p>A box lists the linked purchase order line items. At least one of the purchase order line items listed has a number of copies sent less than the number of copies ordered. You can open a purchase order line item in its workform by double-clicking on it.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the invoice is linked to only one purchase order line item, the Purchase Order Line Item workform appears.</p>
|
||||
<li value="6">Select the invoice or invoices in the list, right-click and select <b>Generate selected invoices</b>.</li>
|
||||
<p>The invoices you selected are generated, and they no longer appear in the list. If the <b>Update linked PO line items</b> checkbox is checked in the <b>EDI Invoice Defaults</b> profile in Polaris Administration, the linked purchase order line items are updated to Received, and any segments that could not be received are set to On-Order. The linked item records are either updated to in-process or remain on-order, depending on the setting in the profile. If the <b>Update linked PO line items</b> checkbox is not checked, the purchase order line items remain unreceived.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Set_up_EDI_invoice_defaults.htm#XREF_29762_Set_up_EDI_invoice">Set up EDI invoice defaults</a>.</MadCap:conditionalText></p>
|
||||
<li value="7">Use the Find Tool to search for and select the generated EDI invoice.</li>
|
||||
<p>If the line items are not received automatically, you can receive them from the invoice or purchase order. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"> <a href="../PAreceive/Receiving_Orders.htm">Receiving Orders</a></MadCap:conditionalText>.</p>
|
||||
<p class="FM_Heading4n">Partial Shipments</p>
|
||||
<p>If you hold EDI invoices for partial shipments, you can set up your distribution profiles at your supplier’s site so the 970 tags are created first for the branches where you need the full number of copies ordered. Then you can receive the full number of copies for the busiest branches and split receipt for branches that can wait for the full number of copies to arrive. For more information, see <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../PAorder/Creating_Purchase_Orders.htm">Creating Purchase Orders</a></MadCap:conditionalText>.</p>
|
||||
<p class="FM_Heading4n"><a name="kanchor5826"></a><a name="IX_bibliographic_and_EDI"></a><a name="kanchor5827"></a><a name="IX_bibliographic_level_holds"></a><a name="kanchor5828"></a><a name="IX_EDI_invoice_details"></a><a name="kanchor5829"></a><a name="IX_message_details"></a><a name="XREF_97704_The_EDI_Invoice_E"></a>The EDI Invoice Email Log</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The EDIAgent and EDIFTP logs are created automatically, but are not sent to library staff members. These logs provide information regarding the FTP transfer and can be used in troubleshooting connection failures.<MadCap:conditionalText data-mc-conditions="Primary.Online"> For more information, see <a href="../../Acquisitions_Admin/PDKacquire/Setting_Up_EDI_Ordering.htm#XREF_77885_EDIAgent_and">EDIAgent and EDIFTP Logs</a>.</MadCap:conditionalText></p>
|
||||
<p>When Polaris attempts to create EDI invoices from data retrieved from suppliers, a separate log file is created for each supplier’s invoice data. For each invoice, the log file indicates whether the invoice was created and lists details regarding any line items that had errors. These log files are saved in the same directory as the <b>EDINew</b> and <b>EDIDone</b> folders with the following name:<br /><b>EDIInvoiceResults_(Supplier name).(Org abbreviation).log</b>.</p>
|
||||
<p class="NoteShade"><b>Examples:<br /></b><b>EDIInvoiceResults_Baker_And_Taylor.STI.log<br />EDIInvoiceResults_Ingram.STI.log</b>.</p>
|
||||
<p>These logs are emailed to the addresses in the <b>EDI Invoice Defaults</b> profile with the subject line <b>EDIInvoiceResults</b> and organization abbreviation. The email log lists invoice line items that were generated, line items with errors, and line items with bibliographic-level holds placed on the titles.</p>
|
||||
</ol>
|
||||
<p>The following types of messages may appear in the email log that is sent to the addresses in the <b>EDI Invoice Defaults</b> profile with the subject line <b>EDIInvoiceResults</b>:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<li>This message indicates the invoices were created successfully and some line items have linked bibliographic hold requests:</li>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The holds information in the log can help you prioritize the processing of materials that have holds if you have enabled the <b>Update linked PO lines to Received</b> setting in the <b>EDI Invoice Defaults </b>profile. (When the purchase order line items are received automatically, users do not see the message that appears when manually receiving line items with holds.)</p>
|
||||
<p class="FM_Example"><b>Begin processing EDI 810 file: testsal3644d.txt </b>
|
||||
<br />
|
||||
<br /><b>Invoice # BTSAL3644e Suffix = EDI, was created.</b>
|
||||
<br />
|
||||
<br /><b>INLI #2 on Inv #BTSAL3644e Suffix = EDI, has 1 linked holds.</b>
|
||||
<br />
|
||||
<br /><b>Invoice # BTSAL3644b Suffix = EDI, was created.</b>
|
||||
<br />
|
||||
<br /><b>INLI #4 on Inv #BTSAL3644b Suffix = EDI, has 2 linked holds.</b>
|
||||
<br />
|
||||
<br /><b>Invoice # BTSAL3644d Suffix = EDI, was created.</b>
|
||||
<br />
|
||||
<br /><b>Invoice # BTSAL3644a Suffix = EDI, was created.</b>
|
||||
<br />
|
||||
<br /><b>End processing EDI 810 file: testsal3644d.txt</b>
|
||||
<br />
|
||||
</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<li>These messages indicate problems with the invoices:</li>
|
||||
<ul type="disc">
|
||||
<li><b>Invoice #3014384848 may not have been created. Contact your Polaris support representative for assistance.</b>
|
||||
</li>
|
||||
<li><b>Inv#3014384848 has invalid IT101(s). Could not match an IT101/IT111 with a PO# in the system. Inv#3014384848 suffix=EDI was created. - </b>The invoice was created, but there were problems with some of the invoice line items that did not match up with a purchase order.</li>
|
||||
<li><b>The SA Profile defaults were used to create INLI# 5 on Inv #3014384848. -</b> An unlinked invoice line item was created using default data in the EDI Invoice Defaults profile because no matching purchase order line item was found. If a bibliographic record with a matching ISBN and title is found in the Polaris database, it is used for the title of the invoice line item. If no matching ISBN or title is found, the title is the default title in the profile, for example, <b>No matching PO line item was found.</b></li>
|
||||
<li><b>The POLI# 5 on PO#BetterBooksPO1 is not linked to INLI# 4 on Inv# 3014384848 Suffix = EDI because it has the wrong status. An unlinked INLI was created. - </b>An invoice line item is created using information from the matching purchase order line item, but the invoice line item cannot be linked to the purchase order line item because the purchase order line item has a status that prevents it from being linked.</li>
|
||||
<li><b>Invoice</b><b>#3014384848 Suffix = EDI was created. - </b>The invoice was created, but check the messages for individual invoice line items that may have problems.</li>
|
||||
<li><b>The POLI# 5 on PO#BetterBooksPO1 is not linked to INLI# 6 on INV# 3014384848 Suffix = EDI because the quantity sent did not equal what was ordered. An unlinked INLI was created. - </b>This message appears when the <b>Hold partial shipment</b> option is not selected in the EDI Invoice Defaults profile. When an invoice line item indicates that the quantity sent does not equal the quantity ordered, the invoice line item is created using information from the matching purchase order line item, but it cannot be linked to the purchase order line item because the quantities do not match.</li>
|
||||
<li><b>EDI Inv# X Suffix= EDI has not been generated because Invoice line item quantity sent does not equal the PO line item total quantity ordered and EDI invoicing is set to hold partial shipment invoices. These PO lines are partials: [POLI ID X, POLI ID Y] - </b>This message appears when the <b>Hold partial shipment invoices</b> option is selected on the EDI Invoice Defaults profile, and the EDI invoice indicates that for at least one line item, the quantity shipped does not equal the quantity ordered.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To see the linked purchase order line item, use the Find Tool to search for it by the purchase order line item ID.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
|
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<h1><a name="XREF_96912_Review_automatic"></a>Review automatic EDI invoices</h1>
|
||||
<p>EDI invoices are created automatically in Polaris using data retrieved from the supplier’s FTP server, and an email message notifies you that the invoice is available. You can search for EDI invoices by the invoice number suffix EDI.</p>
|
||||
<p>When an EDI invoice is generated in Polaris, a log of the invoice creation is posted to an EDI invoice log. The log lists the invoice numbers, and includes whether one or more titles have holds. The log also lists any errors.</p>
|
||||
<p>For more information about the invoice log contents, see <a href="Process_EDI_invoices_for_partial_shipments.htm#XREF_97704_The_EDI_Invoice_E">The EDI Invoice E-mail Log</a>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>To deal separately with EDI invoices where the quantity sent does not equal the quantity ordered, select the <b>Hold partial shipment invoices</b> option on the EDI Invoice Defaults profile.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Set_up_EDI_invoice_defaults.htm#XREF_29762_Set_up_EDI_invoice">Set up EDI invoice defaults</a>.</MadCap:conditionalText> Then you can generate them using the Process EDI Invoices workform. See <a href="Process_EDI_invoices_for_partial_shipments.htm#XREF_77703_Process_EDI">Process EDI invoices for partial shipments</a>.</p>
|
||||
<p><a name="kanchor3481"></a><a name="IX_receiving_6"></a><a name="kanchor3482"></a><a name="IX_receiving_5"></a>To open and review automatic EDI invoices:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Acquisitions </b>><b> Invoices</b> from the Polaris Shortcut Bar.</li>
|
||||
<p>The Find Tool appears with <b>Invoices</b> selected in the <b>Object</b> box.</p>
|
||||
<li value="2">Select <b>Invoice number suffix</b> in the <b>Search by</b> box, and type <b>EDI</b> in the <b>For</b> box.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also limit by the invoice number suffix, EDI. For example, you can search by invoice date range and limit by the EDI suffix. You can select a sort by option to sort the results list before it appears. For example, you could search by the number suffix EDI, limit by supplier, type <b>Baker*</b>, and sort by owner to list the Baker & Taylor EDI invoices sorted by the owning branch.</p>
|
||||
<p>The automatically-created EDI invoices appear in the results.</p>
|
||||
<p>
|
||||
<img src="FindEDIInv.gif" alt="" />
|
||||
</p>
|
||||
<li value="3">Double-click to open the invoice in the Invoice workform.</li>
|
||||
<p>The EDI filename and the date the order was shipped are displayed in the workform (if the supplier includes this information).</p>
|
||||
<p>
|
||||
<img src="EDIInv.gif" alt="" />
|
||||
</p>
|
||||
<li value="4">Select <b>View </b>><b> Line Items</b> to see the line items in the invoice.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If there are invoice line items with errors that prevented them from linking to purchase order line items, a red exclamation point icon appears next to the invoice line items. The icon also appears in the Find Tool results list for EDI invoice line items that have errors.</p>
|
||||
<p>
|
||||
<img src="inliexclaminv.gif" alt="" />
|
||||
</p>
|
||||
<li value="5">Check your e-mail for messages regarding EDI invoice transmissions. The email message is a detailed log of the invoices that the EDIAgent picked up from the supplier’s site. The log lists any bibliographic-level holds placed on the items, and any errors in the invoice. See <a href="Process_EDI_invoices_for_partial_shipments.htm#XREF_97704_The_EDI_Invoice_E" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">The EDI Invoice Email Log</span></a>.</li>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Correct any errors before paying the invoice.</p>
|
||||
<li value="6"><a name="kanchor3483"></a><a name="IX_linking_to_purchase"></a>If an invoice line item is listed with a red exclamation point because it was not linked to a purchase order line item, you can manually link to the purchase order line item by doing the following steps:</li>
|
||||
<ol>
|
||||
<li value="1">On the Invoice Line Item workform, select <b>View </b>><b> Additional Information</b>.</li>
|
||||
<p>The Additional Information view appears.</p>
|
||||
<li value="2">Click <b>Find</b>.</li>
|
||||
<p>The Find Tool appears with <b>Purchase Order Line Item</b> selected.</p>
|
||||
<li value="3">Search for and select the appropriate purchase order line item.</li>
|
||||
<p>Any information in the Invoice Line Item workform is overwritten with the information from the purchase order line item you selected.</p>
|
||||
</ol>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li>Setting up EDI ordering - To communicate with a supplier via EDI, you must first contact the supplier and get specific information to enter in Polaris.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Setting_Up_EDI_Ordering.htm#XREF_27654_Steps_to_Set_Up">Prepare for EDI Ordering</a>.</MadCap:conditionalText></li>
|
||||
<li>Entering EDI information in the Supplier record - Set up the supplier record with the information you gathered from the supplier. See <a href="../PAsuppliers/Enter_supplier_EDI_ordering_data.htm#XREF_66472_Enter_a_supplier_s">Enter the supplier’s EDI ordering data</a>. </li>
|
||||
<li>Polaris EDIAgent - The Polaris EDIAgent is an SQL job that scans the library’s directory on the supplier’s FTP server. When it finds files, they are retrieved and used to create the purchase order acknowledgment and EDI invoice. If the supplier provides an Advanced Shipping Notice (ASN), it is also retrieved by the EDIAgent.<MadCap:conditionalText data-mc-conditions="Primary.Online"> For more information, see <a href="../../Acquisitions_Admin/PDKacquire/Setting_Up_EDI_Ordering.htm#XREF_26964_About_the_Polaris">About the Polaris EDIAgent Job</a>.</MadCap:conditionalText> </li>
|
||||
<li>Electronic Purchase Order Acknowledgment - After the supplier receives the EDI purchase order, an electronic purchase order acknowledgment is placed on the supplier’s FTP server. The Polaris EDIAgent retrieves the file and saves it in a local directory. You can generate the Electronic Purchase Order Acknowledgment from the <b>Utilities </b>menu.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Polaris_Basics/PIreports/Acq_Reports.htm#Acquisit">Acquisitions Reports</a>.</MadCap:conditionalText></li>
|
||||
<li>Processing partial shipment EDI invoices - If your library has selected the <b>Hold partial shipment invoices</b> option in the EDI Invoice defaults profile, you can generate EDI invoices with invoice line items where the quantity sent does not match the quantity ordered. See <a href="Process_EDI_invoices_for_partial_shipments.htm#XREF_77703_Process_EDI">Process EDI invoices for partial shipments</a>.</li>
|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<h1><a name="XREF_66138_Unlink_a_linked"></a>Unlink a Linked Invoice</h1>
|
||||
<p><a name="kanchor1346"></a><a name="IX_unlinking"></a>To unlink an invoice that is linked to another invoice:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Invoice workform.</li>
|
||||
<p class="NoteShade"><b>Tips:<br /></b>Invoices that are linked to other invoices have <b>Linked invoices</b> in the status bar.<br /><br />You can search for linked invoices using the Limit by option <b>Linked invoices</b>, and selecting <b>Yes</b> as the value.</p>
|
||||
<li value="2"><a name="kanchor1347"></a><a name="IX_unlinking_1"></a><a name="kanchor1348"></a><a name="IX_invoices_1"></a>Click <img src="unlinkinv_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> or select <b>Tools </b>><b> Unlink Invoice.</b><ul type="disc"><li>If there is only one invoice linked to the invoice you have open, <b>Unlink completed successful</b> appears in the bottom status bar of the Invoice workform.</li><li>If there are multiple invoices linked to the invoice, a dialog box appears that lists the linked invoices.</li></ul></li>
|
||||
<li value="3">Select the invoice or invoices to unlink from the invoice you have open, and click <b>OK</b>.</li>
|
||||
<p>The message <b>Unlink completed successfully</b> appears in the bottom status bar of the Invoice workform.<a name="XREF_56325_Purchase_Order"></a></p>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+73
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|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Acquisitions |Invoicing|Linking Invoices" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
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||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>View a linked invoice</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
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</script>
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
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</script>
|
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
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</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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</script>
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
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</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
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||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Acquisitions/PAinv/View_a_linked_invoice.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_98654_View_a_linked"></a>View a Linked Invoice</h1>
|
||||
<p><a name="kanchor3885"></a><a name="IX_viewing_linked_1"></a><a name="kanchor3886"></a><a name="IX_viewing_7"></a>To see linked invoices:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can search for linked invoices using the <b>Limit by </b>option <b>Linked invoices</b>, and selecting <b>Yes</b> as the value.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Invoice workform.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Invoices that are linked to other invoices have <b>Linked invoices</b> in the status bar.</p>
|
||||
<li value="2">Select <b>Links </b>><b> Invoices</b>.</li>
|
||||
<p>If only one invoice is linked, it appears in the Invoice workform. If there are multiple linked invoices, they are listed in the Linked Invoices dialog box.</p>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+77
@@ -0,0 +1,77 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Acquisitions |Invoicing|Adding Invoice Line Items" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>View all funds for the invoice</title>
|
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<!-- Global site tag (gtag.js) - Google Analytics -->
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
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</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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</script>
|
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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</script>
|
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
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<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Acquisitions/PAinv/View_all_funds_for_the_invoice.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor2527"></a><a name="IX_linking_to_funds_from"></a><a name="kanchor2528"></a><a name="IX_linking_to_from_an"></a><a name="XREF_14684_View_all_funds_for"></a>View All Funds for the Invoice</h1>
|
||||
<p>You can link from the Invoice workform to see all the funds used in the invoice. Each distinct fund is listed only once even if it was used in multiple invoice line item segments.</p>
|
||||
<p>To view a list of all the funds used in an invoice:</p>
|
||||
<p class="NoteShade"><b>Tip:</b>
|
||||
<br style="font-weight: bold;" />You can search for an invoice and link to the funds from the Find Tool results list without opening the invoice. Select the invoice in the results list, right-click and select <b>Links </b>><b> Funds</b>. You can also link from any linked list box that displays invoices.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Invoice workform.</li>
|
||||
<li value="2">Select <b>Links </b>><b> Funds</b>.</li>
|
||||
<p>If the invoice is linked to only one fund, the Fund workform appears. If the invoice is linked to multiple funds, a linked list box displays the funds used in the invoice. This list includes the funds used to pay for charges at the invoice header level, such as shipping for the whole order, and funds used to pay for the materials at the invoice line item segment level. Each linked fund is listed only once.</p>
|
||||
<li value="3">To open a fund displayed in the Linked Funds box, double-click it or right-click and select <b>Open</b>.</li>
|
||||
<p>The Fund workform appears.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also see the fund hierarchy by right-clicking and selecting <b>Explore</b>.</p>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user