Invoice Display Template

Your company might require suppliers to provide certain data elements as part of an Invoice. Use this procedure to create the Invoice form you want your suppliers to send you.

To create an invoice form for suppliers

1	Click the Account Manager tab > Service Configuration > Form Edits.

The Form Edits - PO page opens.

2	Click the Invoice tab.

The Form Edits - Invoice page opens.

3	In the first two sections, indicate which fields you want to display on the Invoice., if they are required, and specify field lengths.

4	In the Buying Company Address, Bill To Address, and Supplier Company Address sections:

a	Click the box next to the section titles if you want those fields to display.

b	In each section, indicate the fields you want to display on the Invoice, if they are required, and specify field lengths.

5	In the SAC Header (Service Allowance or Charge) section, select the check box next to the section title if you want the fields to display. Specify the Number of SAC lines and fields you want to display.

6	In the Buyer Defined Input Fields - Header Level section:

a	Define the fields you want to display on the Invoice, if they are required, and specify field lengths.

b

To set a pairing condition, from the Flex Field Pair section, select a corresponding flex-field. Example: Header Field 1 is paired with Header Field 2 (which is Flex-Field 2). If the supplier enters a value on field 1, then field 2 should also have value. Otherwise, Active Orders generates an error if field 2 has no value. If the supplier does not put any value on both fields, then no condition is affected.

7	In the SAC Header (Service Allowance or Charge) and SAC Line sections, click the check box next to the section title if you want the fields to display. Specify the number of lines and the fields to display.

8	In the Buyer Defined Input Fields - Line Level section:

a	Define the fields to display on the Invoice, if they are required, and specify field lengths.

b

To set a pairing condition, from the Flex Field Pair section, select a corresponding flex-field. Example: Line Field 1 is paired with Line Field 2 (which is Flex-Field 2). If the supplier enters a value on field 1, then field 2 should also have value. Otherwise, Active Orders generates an error if field 2 has no value. If the supplier does not put any value on both fields, then no condition is affected.

9	In setting up the Invoices display template, you can customize the drop-down lists for Special Charge and Allowance Codes, Line Tax Code, Line Tax Country Code, and Unit of Measure. To do so:

a	Click Code Table Management, and select a Code Table Name.

b	Add codes or select existing codes, and Edit or Delete them.

c	Click Save Code List to save your changes.

10	Click Actions and click Preview Form Edit Changes.

11	Review your settings, and click Actions and then click Submit to save the settings.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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