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Supplier Invoices

There are two types of supplier invoice that can be received - invoices for products/stock supplied - and invoices for non-stock/product items.

Unique Features

Simplicity and ease of use are key elements of the purchase invoice module. Other unique features include:

  • Automated reconciliation - key elements such as price and quantities can be validated by the system automatically for stock/product invoices
  • Nominal breakdown - the value of non-stock/product invoices can be split across multiple nominal codes

The remainder of this page contains further information on the features and functions of the supplier module.



Invoices for Stock/Products

Reconciliation of invoices with orders and deliveries is a core principal of the system. This provides for tight control over the procurement process. The stages involved in recording and reconciling a supplier invoice are as follows:

  • Match to purchase order number - all invoices should be matched against a purchase order so that quantities and prices can be verified
  • Match quantities - a single purchase order can be matched against multiple purchase invoices - the outstanding quantities on the order are updated by each invoice
  • Validate prices - any discrepancies in pricing are highighted and have to be accepted or rejected - if rejected, a credit note will have to be requested from the supplier
  • Pass for payment - if all validation checks pass automatically, the invoice is available for payment

Invoices for non-Stock/Products

These invoices can be for anything from utilities to services and non-stock items such as stationery. Purchase orders may or may not be used for this type of purchase. This type of purchase invoice is recorded as follows:

  • Select supplier - the appropriate supplier is selected
  • Specify invoice totals - the invoice total including VAT breakdowns (if appropriate) has to be recorded
  • Specify nominal breakdown - the invoice total has to be broken down into one or more appropriate nominal codes
  • Pass for payment - when it is saved, it is available for payment

Reports

Examples of the reports that can be generated from information processed through this module include:

  • Outstanding invoices - list all invoices that have not been paid
  • Historic invoices - all invoices for a specified date range