Invoice Capture
An invoice however it arrived — scanned, emailed, EDI or keyed. Capture finds the supplier and the order, and flags a duplicate before it becomes a double payment.
Where to find it
- Module: Supply Chain
- Group: Purchasing
- Section: Invoices & Payment
- Screen: Invoice Capture
Address in the console: /scm/invoice-captures
List · 12 columns · 10 fields on its form · 3 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Capture | Code | capture_no |
| Source | Status | source |
| Invoice | Code | invoice_no |
| Supplier | Text | supplier_name |
| As written | Text | supplier_name_raw |
| Dated | Date | invoice_date |
| Total | Amount | total |
| Order | Code | po_no |
| Confidence | Text | confidence |
| Status | Status | status |
| Exceptions | Text | exceptions |
| Posted as | Code | posted_invoice_no |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Supplier | Choice | Looked up from existing records | |
| Invoice number | Text | ||
| Invoice date | Date | ||
| Due date | Date | ||
| Currency | Text | ||
| Subtotal | Number | ||
| Tax | Number | ||
| Total | Number | ||
| Order quoted | Text | ||
| Order | Choice | Looked up from existing records |
What you can do here
Capture an invoice primary
Capture an invoice
Asks for: How it arrived File name Supplier as written on it Invoice number* Invoice date Due date Subtotal Tax Total Order quoted on it Extraction confidence
Match primary
Match it
Asks for: Price tolerance (%) Quantity tolerance (%)
Post
Asks for confirmation: Turn this into a supplier invoice in the ledger?
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.