Difference between revisions of "How do I Spread a Purchase Invoice?"
From Catalyst
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== More Information == | == More Information == | ||
| − | Occasionally, you may have an invoice that needs to be posted across a number of months, | + | Occasionally, you may have an invoice that needs to be posted across a number of months, |
| + | |||
| + | {{Example|text=a rates invoice.}} | ||
* Go to {{Menu|{{PL}}|Purchase Ledger Postings}}. | * Go to {{Menu|{{PL}}|Purchase Ledger Postings}}. | ||
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* Move to the {{DataPrompt|Amount Details:}} section, and on the {{DataPrompt|Spread inv.}} field, select {{DataValue|Yes}}. | * Move to the {{DataPrompt|Amount Details:}} section, and on the {{DataPrompt|Spread inv.}} field, select {{DataValue|Yes}}. | ||
* Click {{KeyPress|Done}} and {{KeyPress|Accept}}. | * Click {{KeyPress|Done}} and {{KeyPress|Accept}}. | ||
| + | |||
{{Note|You are now presented with the Nominal Postings Spread window, and from here you have a couple of options.}} | {{Note|You are now presented with the Nominal Postings Spread window, and from here you have a couple of options.}} | ||
=== Spreading the invoice over twelve months === | === Spreading the invoice over twelve months === | ||
* Pressing {{KeyPress|Alt-F5}} will allocate the nett invoice value over a twelve month period from the date of the original posting. | * Pressing {{KeyPress|Alt-F5}} will allocate the nett invoice value over a twelve month period from the date of the original posting. | ||
| + | |||
{{Note|If you need to change the control account, press {{KeyPress|F7}} to do so.}} | {{Note|If you need to change the control account, press {{KeyPress|F7}} to do so.}} | ||
| + | |||
* Pressing {{KeyPress|Escape}} and {{KeyPress|Accept}} will perform the posting. | * Pressing {{KeyPress|Escape}} and {{KeyPress|Accept}} will perform the posting. | ||
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* You can tag specific periods across which you wish to post the invoice by pressing {{KeyPress|F5}} against the relevant period, and using the cursor keys to navigate the periods. | * You can tag specific periods across which you wish to post the invoice by pressing {{KeyPress|F5}} against the relevant period, and using the cursor keys to navigate the periods. | ||
* Once you have tagged the required periods, press {{KeyPress|F2}} to spread the nett invoice amount across the tags. | * Once you have tagged the required periods, press {{KeyPress|F2}} to spread the nett invoice amount across the tags. | ||
| + | |||
{{Note|If you need to change the control account, press {{KeyPress|F7}} to do so.}} | {{Note|If you need to change the control account, press {{KeyPress|F7}} to do so.}} | ||
| + | |||
* Pressing {{KeyPress|Escape}} and {{KeyPress|Accept}} will perform the posting. | * Pressing {{KeyPress|Escape}} and {{KeyPress|Accept}} will perform the posting. | ||
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* [[How do I Find a Cost Centre?]] | * [[How do I Find a Cost Centre?]] | ||
| − | {{KB_Tags|Spread, Spreading, Purchase, Invoice, Posting}}{{KB_PL}} | + | {{KB_Tags|Spread, Spreading, Purchase, Invoice, Posting}} |
| + | {{KB_PL}} | ||
Revision as of 12:31, 30 September 2013
Contents
Summary
The following article explains how you spread the value of a purchase invoice over a range of months.
More Information
Occasionally, you may have an invoice that needs to be posted across a number of months,
 | a rates invoice. |
- Go to " Purchase Ledger Purchase Ledger Postings".
- Post on the purchase invoice in the usual manner.
- Move to the "Amount Details:" section, and on the "Spread inv." field, select 'Yes'.
- Click <Done> and <Accept>.
 | You are now presented with the Nominal Postings Spread window, and from here you have a couple of options. |
Spreading the invoice over twelve months
- Pressing <Alt-F5> will allocate the nett invoice value over a twelve month period from the date of the original posting.
| If you need to change the control account, press <F7> to do so. |
- Pressing <Esc> and <Accept> will perform the posting.
Spreading the invoice over certain periods
- You can tag specific periods across which you wish to post the invoice by pressing <F5> against the relevant period, and using the cursor keys to navigate the periods.
- Once you have tagged the required periods, press <F2> to spread the nett invoice amount across the tags.
| If you need to change the control account, press <F7> to do so. |
- Pressing <Esc> and <Accept> will perform the posting.
See Also
