Documentation

Search Purchase Invoices

The search purchase invoices procedure has been created in order to enable the user to search easily invoices, previously inserted, in order to view, to edit, to delete them or to insert a new invoice, after having obtained the necessary user’s rights for these operations.

Through filters it is possible to view: a document (e.g. search by document number), more documents (e.g. search by date), documents inserted in a year (e.g. search by year), documents inserted for a certain vendor (e.g. search by account/detail account). In addition there is the possibility to search documents which have a certain item or a certain items class using 'Search Items' button.

RIBBON BAR: it represents the Form menu, that is the area in which it is possible to perform actions. The list of features is the following:

General

Function	Meaning
Search Invoices	Button to search invoices on database.
New Invoice	Button to create a new invoice.
Edit Invoice	Button to edit a previously inserted invoice.
View Invoice	Button to view the previously inserted invoices. No modifications are allowed.
Delete Invoice	Button to delete a previously inserted invoice.
Duplicate Invoice	Button to duplicate an invoice. It enables the creation of a document copy, reporting all conditions of source document, but with current data.
Invoice Reversal	Button to create reversal document from the inserted source invoice. When the user performs the reversal, a form appears with the list of all invoice items and the user has to select the movement template of item, to set the reversal flag and lastly to set the invoice flag to be created. The link between reversal invoice and source invoice has to be inserted manually by the user into the following reference fields: PI Ref. and Type.
Conversion	Button to convert prices of a document to another currency.

Reports

Function	Meaning
Purchase Invoices	It refers to the procedure to print the purchase invoices according to specified filter criteria (invoice type, number, date, vendor, etc).
Purchase Invoices List	It refers to the procedure to print an invoices list according to specified filter criteria (invoice type, number, date, vendor), by offering the possibility to order according to vendor, invoice number, invoice type or insertion date.
Purchase Turnover	It refers to the procedure to print the purchase invoices, according to specified filter criteria (invoice type, number, date, vendor), giving the possibility to order according item, items class, country, vendor.

Links

Function	Meaning
Purchase Invoices Parameters	The procedure enables to configure and to view parameters of purchase invoices.
Purchase Invoices Accounting	The procedure enables the user to account the purchase invoices.

FILTER AREA: the filter area contains the list of possible data types thanks to which it is possible to perform a selection. Typically filters have always 'AND' condition and it is possible to specify more filter criteria at the same time.

RESULT GRID: the result grid represents the list of invoices which correspond to filter data, above mentioned. After having specified values through which to obtain a records search, the user, by clicking the [Search] button on the related Ribbon, will obtain the list of the desired invoices on result grid.

BuildDate : 23 marzo 2021