Clicking the PO Invoice button in the Edit Groupon theHome Ribbon will start the PO Invoice Edit screen and display the PO Invoice Ribbon. From here you can add a new invoice or edit/view an existing invoice,
Click PO Invoice
Click this button to open the Invoice Ribbon, ready for you to search for an invoice # to edit/view, or to add a new purchase order invoice.
When you first click the PO Invoice button from the Edit group, the PO Invoice form is displayed as shown below. To add a new invoice click the Add Invoice button, otherwise fill in the search criteria to look for an existing invoice, and then click the Search Button.
You can use a wildcard of "%" at the end of an invoice search to look for multiple invoices. As an example, enter DAVEBEBD2010% to find all invoices that start with anything to the left of the percent sign.
Add Invoice
Click this button if you want to start a new invoice
You can also fill out the other (advanced) search criteria to look for a list of matching invoices. When invoice # is entered, these fields will be grayed out and cannot be used,
When you finish making changes to your invoice (whether added new or not), saving your changes will validate each detail and time record for complete and correct information. Any errors will be reported to user by detail sequence to be corrected (See Invoice Errors). If the detail record passes validation it will be saved to the server, and invoiced real time. There may be errors encountered when attempting to invoice a detail record, and if found, these will be reported back to user and the invoice status for that record is set to "Error".
After filling in search criteria, click Search button to display results
