Maintaining Invoices

The Invoice portal is used to display and maintain an invoice record.

Refer to About Purchasing for more information.

You can access the portal from Menu, select Purchasing, then select Invoice. You are brought to a query portal with options for searching for a specific record. Once an invoice has been selected, you are brought to the maintenance portal to view and maintain the selected record.

The following zones may appear as part of the portal's Main tab page:

• Invoice Header: This zone displays information about the invoice, such as payment information, cost allocation, and tax information.
• Invoice Lines: This zone lists the invoice lines associated with the invoice record.
• Notes: This zone displays any notes associated with the invoice record.
• Attachments: This zone enables users to manage all types of attachments for the invoice record.

The following zones may appear as part of the portal’s Financial Transaction tab page:

• Invoice Header Financial Transaction: This zone lists the financial transactions associated with the invoice record.