Inhaltsverzeichnis anzeigen

Invoice - Details

Page finder

This page gives detailed information on an invoice. You can cancel the assignment to the invoice. For incorrect invoices the error is displayed and can be edited.

The detailed invoice view is divided into the following sections:

• Header: In addition to general invoice data, this field shows the (header) data from the order and delivery note. Depending on the status, the invoice be edited in different ways.
• History: All status changes and errors that occur within invoice processing are logged in this field.
• Items: In this field you will see the individual invoice items.

Header

This field gives information on the invoice and if necessary on the order and the delivery note.

Depending on the status of the invoice, the header extends to include the following editing options:

• Assigned: The assignment can be cancelled. Enable the check box and click the Remove assignment button
• Not processed: If there is a difference between the total price on the invoice and the total price on the order, the error causing this is displayed and the invoice can be edited by clicking on the Error link. The error also appears if, for a created invoice, any additional costs incurred have not been created either.
• Changed invoice: The link to the change document can be seen to edit the existing invoice; you can also use to print the change document.
• Assignment error: The Find corresponding order link appears to assign the order manually.

The following information is displayed:

Field	Description
Supplier	Supplier of the goods ordered
Purchasing company	Company that is purchasing the goods
Date	Relevant date of invoice, order and delivery note
Gross price	Gross price of the goods ordered
Status	Current status of invoice, order and delivery note
Order number	Automatically generated purchasing company order reference according to the basic contract data
Transaction number	Invoice number
Delivery note	Delivery note number
Archive number	Number under which the invoice is archived

History

In this field manual and automatic status changes and if necessary errors occurring here are logged in chronological order. To ensure revision security during a subsequent invoice check, the original values (net unit price, quantity, tax rate, net amount, gross amount) of the changed objects from the invoice are recorded in this field, followed by the currently changed value/s with the reason for the change.

Column	Description
Number	Serial number of the action.
Action	Action performed
User	User who performed this action
Date	Date on which the action was performed
Error	Error that occurred during processing
Date	Date of the error

Items

This field lists the individual invoice items with detailed information. Depending on the status, you will see this information both for the order and the delivery note.

Using the following links in the table you can see additional information on the orders or edit the assignment to invoices:

Invoice	To see invoice details. You will be transferred to the detailed invoice item view dialogue box.
Order	To display the order data. The detailed information on the order or product information is displayed. You will be transferred to the Product info dialogue box.
Delivery note	To display the delivery note. You will be transferred to the Delivery note dialogue box.

Note: In the case of discrepancies between an invoice and order item, the Error link is displayed below the invoice item. Click on this link to access the Process item price or Process item quantity dialogue box and specify the further treatment of the corresponding item.

See also

Managing invoices

Creating invoices

Creating invoice complaints