Summary
The following article explains how to post Purchase invoices in Platinum.
More Information
- Go to " Purchase Ledger Purchase Ledger Postings".
- At "Doc. type", choose the type of document you want to post.
- Choose 'Invoice' if you want to post an invoice.
- Choose 'Credit' if you want to post a credit against an invoice.
- Choose 'Opening balance' if you want to post an opening balance. This is mainly used only when setting up your Platinum system.
- At "Supplier:", enter the code for or search for the supplier the document applies to.
- If you have chosen to post an invoice or a credit, at "Document No", enter the invoice or credit number.
| This can only be up to 8 characters long. If the number you have is longer than this, make sure you enter the last 8 characters only. |
- At "Date", enter the date shown on the document from the supplier.
| If this is a late invoice and you have already closed the month to which it relates, post it with a date of the 1st of the next month you are going to close. |
- At "Description", enter up to 15 characters to describe the document you are posting. This is what you will see when you view "Supplier History" so it should be used to identify the nature of the transaction, e.g. 'VEHICLES', 'PARTS', 'PETROL' or you could enter an Order Number. If you leave this blank, the system will default to entering the supplier code and invoice number here.
- At the "Amounts" section of the screen:
- If you have chosen to post an invoice or a credit, enter the Nett amount(s). The V.A.T. will be automatically calculated.
- If you have chosen to post an opening balance, enter the value at "Totals".
| The default V.A.T rate is highlighted. |
| Check that the V.A.T. shows the same figure as the invoice or credit note. Occasionally you will see small differences, but the figure on the document is that which you should use. |
- For invoices and credits, at "Centre", enter the Purchase Centre to which to allocate the document.
| If you have automatic cost of sales turned on for stock control and purchase invoice that related to a purchase order will need to have the "Centre" for 'Stock Accruals' e.g. '400'}. |
| It is possible to allocate the document to multiple centres using the "Centres" tab. |
| If you are running a multi-site operation, there will be a "Site" code field shown underneath the "Centre". If the invoice relates to a specific site, enter the site code here. |
| Highlighted in the "Amount details" section of the screen is the Purchase Ledger number. This is the unique transaction reference for this document. Write this number on the document as your reminder that it has been posted on the system, and so that you can find it easily. |
- Once all the details are filled in, press [Done] or <Esc> and 'Accept' the document. The document will then be posted.
See also
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'No'Keywords AND Misspellings
Purchase, Invoice, Posting, Credit, Opening balance, Ledger
Tags
PL03 SL03
