Creating invoices with multiple vendors

You can enter company branches into the system and associate multiple company records with a parent record. You can then use the remit-to information of the parent company on an invoice.

Before you begin

When you create an invoice specifying a parent company, the look-up list from the PO field contains all the purchase orders for the parent company and for its branch companies. If the PO field in the Invoices application contains a purchase order, the lines of the invoice include the lines from the current purchase order only. If the purchase order has company information, the vendor information from the parent company does not overwrite the vendor information of the purchase order.

Procedure

  1. Create a company record for each branch and associate it with the parent record as follows:
    1. In the Companies application, click New Company.
    2. In the Parent field, click Detail Menu to select the parent company.
    3. Click Save Company.
  2. Create purchase orders for the parent and branch companies associated with the parent company as follows:
    1. In the Purchase Orders application, click New Purchase Order.
    2. In the Company field, click Detail Menu to select either the branch or the parent company.
    3. On the PO Lines tab, specify line items for the purchase order.
    4. Click Change Status and change the status of the purchase order to approved (APPR).
    5. Click Save Purchase Order.
  3. Create an invoice that references the parent company as follows:
    1. In the Invoices application, click New Invoice.
    2. In the Company field, click Detail Menu to select the parent company.
    3. On the Invoice Lines tab, click Copy PO Lines. The Copy PO lines window lists line items from all approved purchase orders for the parent company and for its children.
    4. In the Copy PO lines window, on the PO Lines tab, select the check box next to the line item that you want to copy over to the invoice. You can copy more than one line item at a time. You can also select line items from approved purchase orders for the parent company and for its children. To select lines from approved purchase orders, click New Row on the Invoice Lines tab. Type or select a purchase order in the PO field.
    5. Click OK.
    6. Click Save Invoice.


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