Differences

This shows you the differences between two versions of the page.

--- invoicing_blanket_orders [2025/01/03 13:53] – ↷ Page name changed from invoicing_blanket_orders to invoicing_blanket_orders_-_legacy cmorgan
+++ invoicing_blanket_orders [2025/02/04 13:45] (current) – [When an Invoice for a Blanket Order is received] cmorgan
@@ Line 1: / Line 1: @@
+====== Invoicing Blanket Orders ======
+===== When an Invoice for a Blanket Order is received =====
+. Pull up the purchase order that the invoice will be applied to.
+. Click the **Create Invoice** button in the top part of the purchase order. :!: You can also use the [[invoicing_blanket_orders_-_legacy|Legacy Create Invoice]] button if you prefer to use the old interface.
+{{::acq_ang_blanket_create_invoice.png?direct|Create Invoice for Blanket Order}}
+  * The charges will be pulled into the invoice.
+. Fill in the Vendor Invoice ID field with the invoice number from the paper invoice.
+. The Invoice Date will display the current date. Update it to the date on the paper invoice.
+. (Optional) Fill in the Invoice Type, Payment Method, Payment Auth, and Note if desired.
+  * If this is the final invoice for the blanket order, select the **Final Invoice for Blanket Order** option. When the invoice is closed this will cause the purchase order to be marked as Received and any remaining encumbrance will be dropped returning the unspent money to the fund.
+  * If this is **NOT** the final invoice for the blanket order, leave the the **Final Invoice for Blanket Order box UNchecked.**
+{{::acq_ang_blanket_finalize_from_invoice.png?direct|Finalize Blanket Order}}
+. If there are any charges not associated with the paper invoice, remove them by clicking the **Remove** link to the right of the charge.
+. Click on the Edit button next to the charge and update the **Billed and Paid amounts** in the charge to reflect your paper invoice. :!: Billed and Paid amounts need to be the same.  If they differ, you will not be able to close the invoice.
+. Click somewhere outside of the input box to remove your cursor from the box. The Close Invoice button will then become active.
+. Click **Close Invoice**
+. If you need to return to the purchase order click on the blue link at the bottom of the invoice.
+{{::acq_ang_blanket_invoice_link_to_po.png?direct|Link Back to PO}}