4.1 Create Bulk Instruments

Invoices and Purchase Orders can be created in bulk sequentially through the Create Receivables & Payables UI.

This topic describes the systematic instruction to create invoices and purchase orders in bulk using the Create Receivables and Payables screen.

Note:

The bulk instrument creation is currently available only for Invoices and Purchase Orders (POs).

1. On the Create Receivables and Payables screen, select Invoice or Purchase Order from the Instrument Type list.
2. Specify the fields on the Create Receivables and Payables screen.
3. Specify the fields on Basic Information screen.
   GUID-D58F3119-16EF-4341-BE92-1923A3788A02

   Figure 4-2 Bulk Instrument Creation

   
   

   
   Description of "Figure 4-2 Bulk Instrument Creation"

   
   

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 4-2 Bulk Instrument Creation - Field Description

   Field	Description
   Branch	Displays the branch selected for the request. By default, the branch of the logged-in user is selected.
   Instrument Type	Select the instrument type. The available options are Invoice and Purchase Order.
   Request ID	Displays the system-generated request ID.
   Corporate ID	Click the Search icon and select the corporate ID for which the instruments are to be created.
   Corporate Name	Displays the name of the selected corporate.
   Corporate Role	Displays the role of the selected corporate. The role is mapped as Supplier for an invoice and as Buyer for a purchase order.
   Supplier ID	Specify the supplier ID for the invoice.
   Supplier Name	Displays the name of the selected supplier.
   Relationship	Click the Search icon and select the relationship of the selected supplier under which the invoice is to be created.
   Invoice Number	Specify the unique reference number for the invoice to be created.
   Document Reference Number	Specify the document reference number for the instrument.
   Additional Document	Upload the additional document, if required.
   Status	Displays the processing status of the instrument record.
   Actions	Click the Actions icon and select Enrich to specify the required instrument details. Select Remove to delete the instrument record.

4. In the Invoice Details or Purchase Order Details section, click the Add icon to add an instrument record.
5. Specify the details for the instrument record.
6. Click the Actions icon for the required record and select Enrich to view the screen for populating the instrument details.
   The corresponding invoice or purchase order creation screen displays.
7. Specify the required fields to complete the instrument creation.
8. To delete an instrument record, click the Actions icon and select Remove.
   The Summary section displays the total number of records and the number of records in the Ready and Enriched statuses.