After you've made a purchase order and put in the order with your provider you will receive the products. Then later will receive a bill asking for payment for the products.
Once the Invoice has arrived you will need to process it against the Purchase order in Sage.
Open your Sage Line 50 company account. Then click the supplier section in the bottom left corner. You may then click above that onto purchase order list.
On your invoice you could have the Purchase order reference this shows you which Purchase order the Invoice is linked to. You can then find this Purchase order in the list on your screen. When you find the corresponding number double click to open the Purchase Order.
Ensure the amount on the invoice matches the amount on the Purchase order. (This might not) Also check that everything on the Purchase order has been invoiced for. If everything matches you can then click complete at the very bottom of the page. This will then change the invoice into a sales order.
If the amount doesn't match the invoice this indicates that there are two separate invoices for one purchase order this suggests you will have to part complete the Purchase order. If this occurs you'll need to highlight the purchase order in the list rather than double clicking. You then press the update button at the top part of the screen. A new window will open you can then go into each item that's not on the invoice and change their quantity to 0.00. For the items that are on you invoice you must move te Purchase order number from ref to ex ref. In ref put the invoice number. This is a better reference as it shows why you finished the purchase order.
You then can complete the invoice by clicking complete. The Purchase order will show as part complete on the purchase order list. When the next invoice arrives you can then go back and click amend on the part completed purchase order. This may only bring up the products that werent on the last invoice. Then you complete in way you part completed before.
Once the Invoice has arrived you will need to process it against the Purchase order in Sage.
Open your Sage Line 50 company account. Then click the supplier section in the bottom left corner. You may then click above that onto purchase order list.
On your invoice you could have the Purchase order reference this shows you which Purchase order the Invoice is linked to. You can then find this Purchase order in the list on your screen. When you find the corresponding number double click to open the Purchase Order.
Ensure the amount on the invoice matches the amount on the Purchase order. (This might not) Also check that everything on the Purchase order has been invoiced for. If everything matches you can then click complete at the very bottom of the page. This will then change the invoice into a sales order.
If the amount doesn't match the invoice this indicates that there are two separate invoices for one purchase order this suggests you will have to part complete the Purchase order. If this occurs you'll need to highlight the purchase order in the list rather than double clicking. You then press the update button at the top part of the screen. A new window will open you can then go into each item that's not on the invoice and change their quantity to 0.00. For the items that are on you invoice you must move te Purchase order number from ref to ex ref. In ref put the invoice number. This is a better reference as it shows why you finished the purchase order.
You then can complete the invoice by clicking complete. The Purchase order will show as part complete on the purchase order list. When the next invoice arrives you can then go back and click amend on the part completed purchase order. This may only bring up the products that werent on the last invoice. Then you complete in way you part completed before.
About the Author:
Lois Park has recently joined the team at Prosyn and is assisting with internal small business IT Support setups. This Sage task was one of her first projects. At Prosyn we concentrate on our internal systems as much as we do when providing Business IT Support to our clients.
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