ALTUM

How to create a new purchase invoice in the system currency

In order to add a new purchase invoice in the system currency user has to:

1. Open list of purchase invoices by selecting proper option (Purchase -> Purchase Invoices)
2. Click [Add] button
3. Select customer which will be assigned to an invoice – click button [Vendor].
4. 1. Select the group a customer is assigned to confirm the selection of the customer by  clicking [Select] from the Selection buttons group

i. If customer doesn’t exist, before selection execute scenario How to add a new customer

4. Define other basic parameters (e.g. date of issue, VAT aggregation and direction
5. Successively add all the elements by clicking button [Add] in menu Items
6. 1. Select an item by clicking [Merchandise/Service] button (analogically like it is in case of customer)

                                          i.    If item doesn’t exist, before selection execute scenario How to add a new item

6. Define element value calculation method (see chapter: Adding an item to a purchase invoice)
7. Define item resources
8. Save element definition
9. points 5-8 should be repeated until all items are added
10. define planned payments for purchase invoice
11. 1. if PI is paid with one default payment in term of document issue then this point should be omitted
    2. else – define payments for a document
12. save document as unconfirmed or confirmed