Acquisitions > FAQs for the Acquisitions Module > FAQs: Working with Invoices

FAQs: Working with Invoices

• What are my options for creating invoice lines?
• How do I choose the best option for creating invoice lines?
• What is the best option to invoice approval orders?

What are my options for creating invoice lines?

• In the Add Invoice or Add Invoice Lines wizards, use the Add Invoiceline Tool to invoice orderlines one at a time.
• In the Receive Orders wizard, retrieve a multi–line order, selecting either the Add Invoice or Add Invoice Lines helper. In the Invoice Orderline options screen invoice all the orderlines by choosing the Automatically invoice all orderlines option.
• In the Receive Orders wizard, retrieve a multi–line order, selecting either the Add Invoice or Add Invoice Lines helper. In the Invoice Orderline options screen, select the orderlines that are received in full by choosing the Automatically invoice orderlines that are received–in–full option.
• In the Receive Orders wizard, retrieve a multi–line order, selecting either the Add Invoice or Add Invoice Lines helper. In the Invoice Orderline options window, if you select Allow Selection of Orderlines Invoicing, an Invoicing tree will display, where the order is displayed in a tree format, and in the view pane you can review the order information before creating invoice lines.
• In the Add Invoice or Add Invoice Lines wizards, use the Create Invoice Lines for Order Helper.
• X12 allows electronic creation of invoices. FAQs: Working with EDI and Reports topic for more information.

How do I choose the best option for creating invoice lines?

The options that allow invoicing of multiple lines from multi–line orders are the most efficient options. Consider this efficiency when determining whether to create single line or multi–line orders.

• If you typically invoice single line orders, the Add Invoiceline Tool in the Add Invoice or Add Invoice Lines wizards or X12 is your best option.
• If you typically invoice every line on an order, select the Automatically Invoice All Orderlines option.
• If you typically invoice only the lines that have been received in full, select the Automatically Invoice Orderlines That Are Received–in–full option.
• If you need to select which orderlines will be invoiced, choose the Allow Selection of Orderlines for Invoicing option.
• If you need to do partial invoicing of partially received orderlines, either through the Invoicing tree or the Add Invoiceline tool, choose the Allow Selection of Orderlines for Invoicing option.
• If your priority is creating invoice lines electronically, this should be done through X12. See the FAQs: Working with EDI and Reports topic for more information.

What is the best option to invoice approval orders?

Generally, an approval order is created in SirsiDynix Symphony once you know which titles you plan to keep and the actual discounted price you will pay for the items. Create a multi–line order with the actual prices. Select the Automatically Invoice All Orderlines option, copying the extended price from the orderlines into the invoice.

 

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