Invoice Drawer
The Document drawer for assembled, posted or ready for posting drawers invoices.
The label chip next to the Document ID is showing the current status of the invoice:
If the status is 'Assembled', you can change the status to back to 'Pending' (dissolve the invoice), 'Ready for Posting' or 'Posted'
If the status is 'Ready for Posting' or 'Posted' you can not change the status
If the status is set to 'Pending' the invoice will be dissolved, and the corresponding document lines can be found in the corresponding Pending list
KPI
The KPI tiles have calculated fields for Amount, Paid Amount, Open Amount and Aging.
Main Details
Other useful fields are added on the main details section for you to be able to view or edit them:
| Fields | Description |
|---|---|
Business Partner | BU viewer permission, non-editable |
Vessel | Vessel viewer permission, non-editable |
Document Text | Editable when assembled invoice |
Document Date | Always non-editable |
Created Date | Always non-editable |
Issuing Office | Always non-editable |
Issuing Company | Always non-editable |
Account No. | Always non-editable |
External Document No | Always editable |
Invoice Text | Editable when assembled invoice |
Line Item
If you click on a Document Line, you will see more information for the specific document line:
Overview of the fields:
| Fields | Description |
|---|---|
Vessel | Always non-editable |
Voyage (Reference No) | Always non-editable |
Port | Always non-editable |
Terminal | Always non-editable |
Booking No | Always non-editable |
Account | Always non-editable |
Document Line Text | Editable when assembled invoice |
Quantity | Always non-editable |
Unit Price | Always non-editable |
Amount | Always non-editable |
Currency | Always non-editable |
Exchange Rate | Always non-editable |
Exchange Rate Date | Always non-editable |
VAT Code | Always non-editable |
VAT Rate | Always non-editable |
Company Currency Amount | Always non-editable |
Voyage Currency Amount | Always non-editable |
Source Currency Amount | Always non-editable |
Record a Payment
You can record either a partial amount or the full amount of the invoice.
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