2.1.1.1.2 Create Invoice using Templates

This topic provides systematic instructions to save the data entered during invoice creation, as a template.

This option is available upon successful creation of an invoice. You can use this template in the future to create invoices for the same party. This saves the efforts of re-entering the data.

User must have valid corporate login credentials.

To create invoice using a template:

1. Perform any of the following actions:
   • From the Dashboard, click the Toggle Menu, then click Receivables/Payables, Receivables/Payables Management, and Create Receivables/Payables.
   • From the Dashboard, click the Toggle Menu, then click Supply Chain Finance, Overview, Quick Links, and Create Invoice.
   The Create Receivable/Payable screen appears.

   Figure 2-8 Create Receivable/Payable

   
   

   
   Description of "Figure 2-8 Create Receivable/Payable"

   
   
2. On navigating to the Create Receivable/Payable screen, select the Invoice option, and then click the Create New Invoice button.
3. Click the Template tab.
   A list of existing templates appears.

   Figure 2-9 Create Receivables/Payables – Template tab

   
   

   
   Description of "Figure 2-9 Create Receivables/Payables – Template tab"

   
   

   Table 2-6 Field Description

   Field Name	Description
   Party Name	Select the party name from the dropdown list in which the invoice must be created. By default, the primary party/gcif of the logged-in user is selected. Note: Only accessible parties are displayed to the user.
   Search	Specify the partial or full name of the template to search for specific templates. As you type the name, the relevant templates appear in the list.
   Template Name	Displays the name of the invoice template, as a hyperlink. Click this hyperlink to open the New Invoice screen, with the template details populated in the respective fields.
   No. of Invoices Saved	Displays the number of invoices saved under the template.
   Created By	Displays the name of the corporate user who created the template.
   Last Updated	Displays the last updated date of the invoice template.
   Action	Click to delete the invoice template.

4. Navigate through the pages to the required template, or use the Search field to find a specific template.
5. Click the desired Template Name link. The template details are populated in the Create Receivables/Payables – New Invoice screen.
   • Click against the template to delete the existing invoice template. A popup message appears to confirm the deletion.
     • Click Yes to delete the invoice template. Or, click No to cancel the deletion of the invoice template.
6. Add or modify the required details.
7. Click Save to save the invoice. Or, do one of the following:
   • Click the Save and Copy to add a new invoice with same details entered in the current invoice.
   • Click the Add Invoice link at the bottom of the screen, to add another invoice.
   • Click at the top right corner of an invoice, to clear the existing data.
8. Click Submit to submit the transaction. The Review screen appears. Or, do one of the following:
   • Click Cancel to cancel the transaction.
   • Click Back to navigate back to the previous screen.
9. In the Review screen, verify the details, and click Confirm. A confirmation message of request initiation for invoice(s) creation appears along with the reference number. Or, do one of the following:
   • Click Cancel to cancel the transaction.
   • Click Back to navigate back to the previous screen.

The invoice is created and submitted for authorization.