Purchase Invoice

Purchase Invoice is used to enter the invoices issued by the seller for the purchased goods or services.

Route: ERP > Sales-Distribution > Invoice > Purchase Invoice

Purchase Invoice XML Settings

The 7,8,14 XMLs allow you to set the columns/filters you want or don't want to be displayed on the screen with Yes/No selections.

1 - Check the Delivery Note Amount

If Yes is selected, it is checked that the amount selected in the invoice is the same as the associated delivery notes.

2 - The Department Can Be Selected for the Accounting Receipt

The department can be selected for accounting in the invoice. If mandatory is selected, the department information cannot be left blank.

3 - Check the Delivery Note Date

It checks that the invoice date is not earlier than the delivery note date.

4 - Check the Order Date

It checks that the invoice date is not before the order date.

5 - Reflect the project in the document to the lines

If yes, the project in the document will be reflected on the lines where the project information is not selected in the line.

6 - Get Cash Account Transaction

When Yes is selected, the cash transaction option (Cash Accounts) appears.

12 - Check the Delivery Note Line

If Yes is selected, the lines in the invoice are checked with the associated delivery notes.

13 - Get Branch Office Information from Warehouse Branch

The branch office in current and accounting transactions becomes the branch of the warehouse selected in the invoice. Otherwise, it will assign it directly to the branch from which the invoice is issued.

Sales can be registered by selecting the following documents from the “Transaction Type” section on the Purchase Invoice Recording screen;

• Goods Purchase Invoice

It is used to process goods/services purchase information. After the payment of the product purchased from a current is made, a "Goods Purchase Invoice" is issued.

• Received Price Difference Invoice

If the invoice is underpaid or overpaid, a fee may be required to be paid or received again. In such a case, Received Price Difference Invoice issued.

• Received Progress Payment Invoice

A progress payment is a price paid to the contractor for the amount of work done, at the intervals specified in the contract, for the project whose contract has been signed and implementation has started.

• Received Services Invoice

It is the type of invoice given to your company in return for the service you receive from any of your currents.

• Received Proforma Invoice

Received Proforma Invoice is a received offer invoice, also called pre-invoice. It covers the final invoice before it is issued.

• Received Exchange Rate Difference Invoice

In case of a currency difference between the invoice and the payment date, when the payment date of the previously issued invoices comes, the amount resulting from this difference is invoiced, if there is a currency difference in favor of whichever party. This invoice is called "Exchange Difference Invoice".

• Received Delay Interest Invoice

If the current account pays its debt before the due date, it is deducted by the current account for the company.

• Note of Expenses - Services

It is the document used to certify the services received from people who are not taxpayers.

• Note of Expense - Goods

It is the document used to certify the goods received from persons who are not taxpayers.

• Wholesale Food Market Invoice

It is the invoice received from wholesale sales made in the form of vegetables and fruits.

• Import Invoice

These are the invoices sent to you by the companies in return for the goods you import from abroad.

• Self-Employed Invoice

It is a valuable document issued by the self-employed for the collections made in return for their professional activities.

• Retail Sales Return Invoice

It is an invoice issued when the product purchased by the customer is returned to the seller.

• Wholesale Return Invoice

It is an invoice issued when the wholesale products purchased by the customer are returned to the seller.

• Purchase Invoices with Withholding

Withholding tax is a tax that is deducted at the source and deposited to the tax office on behalf of that person during the payment of the revenue to the relevant parties.

Purchase Invoice Definitions

2-Current Account: This field is used to select the supplier from which the purchase is made. Select the relevant supplier from the list by clicking the three dots next to the field.

Warning: In order for the supplier to be displayed in the current accounts list here, it must be marked as "Seller" on the Account card, and the relevant accounting account definitions must be made for the current financial period.

3-Contact Person: Current Account / Authorized field refers to the company official of the account, the name of the customer representative selected in the upper field is displayed here.

4-Delivery Note: It is used to bring the delivery note recorded in the system to this invoice. In addition, when an invoice is issued for a product included in the inventory, a delivery note for this product is automatically created and has the same document number as the invoice.

5-Received by: The person who receives the product is selected.

6-Subscription No: If the invoice is associated with a subscription, it is defined in this field.

7-Project: In the Project field, the project to which this purchase invoice is related is selected.

8-Order: The order field is used to specify the relevant purchase order in the preparation of wholesale or retail purchase invoices. Received purchase orders of the current account are displayed in the selection list in this field. If the order is selected, the information in the order will be transferred to the invoice.

9-Process: Indicate what stage the invoice is in.

10-Serial No: Serial No makes tracking easy.

11-Invoice Date: Indicates the date the invoice was prepared.

12-Transaction Date: The date of the transaction will come automatically.

13-Reference: If there are relevant references, they are indicated in this field.

14-Bought By: It is used to add the person who purchased the product.

15-Warehouse: The warehouse area is used to select the warehouse/location where the product will be delivered. Select the name of the warehouse/location where the goods are delivered by clicking the icon next to the field.

16-Shipping Method: This field is used to select the shipping method.

17-Payment Method: The payment method is determined from this field.

18-Due Date: Due date is defined in this field.

19-Explanation: In this field, you can enter an explanation about the invoice.

20-Physical Asset: The invoice from this field is associated with a physical asset.

21- With the help of the boxes, the following operations are performed;

Cash Purchase: When the cash purchase box is selected, the field where you will select the cash account opens.

Credit Card: When this box is selected, the field where you will select a credit card opens.

Bank: When this box is selected, the field where you will select the bank account opens.

(Offsetting receipt is generated based on Cash Purchase (Cash), Bank and Credit Card selections.)

22-Additional Info: Additional information about the invoice can be defined in this field.

The use of the basket area is as follows;

To add products to the basket, click the "+" icon at the beginning of the basket line. A list of products will appear. From here, select the products one by one by clicking on their units. You can also add products to the basket by typing the stock code, barcode, or serial number and pressing the "enter" key.

You can change their amount manually. Then click the “Save” button. The sales record you have added will be added to the “Invoices” list together with the relevant document number, date information, etc.

Note: If the invoice you entered is linked to the order or delivery note, the products included in the order/delivery note will automatically appear in the basket, according to your selection.

The following transactions are performed with the help of the links in the upper right;

Warranty - Serial No: By clicking this link, you can reach the “Serial and Lot Transactions” screen.

Associated Orders: You can view the associated orders by clicking this link.

Invoice Costs and Expenses: When you click on this link, the Expense Details screen will open where you can enter the costs related to the invoice.

Account Statement: You can access the current account statement by including the last entered invoice.

Give payment order: You will be directed to the "Payment Orders" new registration page to place a payment order for the invoice.

Add Payment Request: You will be directed to the "Payment Requests" new registration page to create a payment request for the invoice.

Expense Center Distribution: By clicking this link, you can select expense templates and distribute the invoice to the expense centers.

Accounting Transactions: This link is where you can view the accounting transactions of the invoice. The resulting offsetting receipts are checked from this field.

With the help of other links, you can view additional information of the invoice, and related warnings, and perform processes such as printing, saving, and copying.