Enter Invoice Types for Suppliers 

Explanation

Use this activity to enter and view invoice types used for supplier invoices, and to link the invoice type to a series. This task, to be performed by a system administrator or equivalent person, is mandatory for at least one supplier invoice type.  A default set of invoice types will be created automatically depending on the template the company is created

Invoice types are used to distinguish between various types of supplier invoices, e.g., EXTINV for external invoices.

This activity is also used to create invoice types for debit or credit notes.

Each invoice type is linked to an invoice series and invoice number series. You can delete an invoice type that has been used in invoice entry.

Layout IDs are used when you need the capability to print the invoice type, such as for self invoices.

Prerequisites

This activity has the following prerequisites:

• The invoice series must be defined in the Invoice Series window.
• The invoice number series must be defined in the Invoice Number Series window.
• If you will define a branch (a geographical part of the country) for your supplier, the branch first must be defined in Branches.

System Effects

As a result of this activity:

• Supplier invoice types can be distinguished from one another.
• The invoice types will be linked to a selected invoice series.

Window

Supplier Invoice Types

Related Window Descriptions

Supplier Invoice Types

Procedure

To perform this activity, follow these steps:

1. Open the Supplier Invoice Types window.
2. Create a new record.
3. In the Invoice Type field, enter the invoice type ID.
4. Enter a tax free tax code for this invoice type from the List of Values in the Tax Free Tax Code field if tax is not charged for the particular invoice type.
   Note: Entered tax free tax code is used only for Manual Supplier Invoices and Supplier New Difference Items.
5. To require an invoice reference entry for new customer invoices of this invoice type, select the Reference Mandatory check box.
6. In the Definite Number Series ID field, select the number series ID that will be printed on the invoice from the List of Values.
7. If desired, specify a layout ID for the invoice type. 
8. If applicable, enter the ID for the supplier's branch in the Branch field.
9. Select the Print Debit Credit check box if you want to print a particular debit or credit note connected to a existing invoice type or for a new invoice type created.
10. Save the changes.