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When PO Invoice
and features available on the Invoice Ribbon as described below.
Click the buttons below to jump directly to the page describing that feature.
Edit Invoice Click this button to enable Edit Mode on the active invoice
Show/Hide Errors List of errors on bottom of grid can be hidden or shown with this button.
Hiding list allows more records to be displayed on screen.
Add Invoice Opens a new dialogue so user can add a new invoice from scratch
Add Detail Anytime you want to add a new detail record to an invoice, click this. A new dialogue screen will be displayed so you can add a detail record to the
active invoice
Edit Detail If you need to edit an existing detail record, select the detail record you want to modify and then click this. A dialogue box similar to add invoice is displayed with with selected detail record.
Make desired changes and click Save.
Cancel Edit When in Edit Mode , this button will cancel edit mode and discard any unsaved changes
Upload Document Click this to upload supporting documents. Only some users are allowed to upload documents.
User will be presented with a file explorer window where they can select the file they wish to upload.
Download Document On the Documents tab, select the document you wish to
download and click this button
User will be presented with a file explorer window where they can select where to save the file on their computer
Generate PDF Clicking this will generate a PDF report of the active Invoice
Export Chat Allows you to export all comments regarding this invoice to a CSV file
Layout The Layout group of the ribbon is used to Save, Load or Reset the layout of the tabs on the work request edit form.
Crew Template The Crew Template gives you a way to store often used crews for filling in the T&M section of a detail record
