Edit Vendor Invoice Items

You can only edit items on New invoices.

1. While in the Edit Invoice window, check the box(es) for the items you want to edit, and click Edit, or click on the Item No. link to edit a single item. The Edit Invoice Item window opens.

2. If desired, set the invoiced quantity for all items on the invoice.

3. Edit the fields as described.

• Order Qty.: Read only. For regular invoices, the quantity comes from the purchase order. For all other types, this field is blank.

• Received Quantity: Read only. If the Auto Receive Purchase Orders option is set to Yes in Purchasing Configuration, the quantity received on a regular invoice will be automatically set to the quantity ordered. For all other types, this field is blank.

• Invoiced Quantity: Enter the quantity from the vendor's invoice.

• Unit of Measure: Select the type of unit from the pull-down list. Unit types are defined in Purchasing Configuration.

• Part No.:

• Bid No.: Enter if available for this item.

• Unit Price: Enter the price for a single unit. The value in this field, along with the quantity, is used to calculate the Item Total.

• 1099: Defaults to No for non-1099 vendors, but may be changed if needed.

• Tax Rate: Defaults to zero; enter a rate if needed.
  Note: Entering a tax rate in this field does not automatically apply sales taxes. To apply sales taxes to the invoice, use the Apply Tax command after you add all items to the invoice. See Apply Tax to a Vendor Invoice.

• Use Tax: This field defaults to Yes if the system has been set up for use tax in Purchasing Configuration and the payment vendor is an out-of-state vendor. It defaults to No if the system hasn't been set up for use tax or the vendor is an in-state vendor. This item may be changed until the invoice is submitted. See About Use Tax for more information.

• Asset: Specify if the item is to be added to the Capital Assets module. The default selection of None indicates that the item will not be added to the Capital Assets module. Select from Capital or Inventory if the item is to be added to the Capital Assets module.
  Note: You'll be able to assign an asset number after the invoice and invoice items are saved.

• Account Code: Enter the account code(s) using either the Account Code Assistant or the Account Code Allocation window.

• Item Description: Enter text.

4. Click Save when you're finished editing the item.

5. Repeat steps 1 - 4 to edit additional items.

6. Continue with Add Shipping Cost, Apply Tax, or Apply Discount/Premium, if needed.

If ready, continue with Submit a Vendor Invoice or Express Warrant Printing.

Return to Create a Regular Invoice

Return to Create a Direct Invoice

Return to Create a Credit Memo

Return to Create an Employee Reimbursement

Return to Edit a Vendor Invoice

Return to Vendor Invoice Overview