View a listing of Purchase Invoices. In Agvance SKY Admin, access to Product can be turned on or off for each Role to allow or deny access to Agvance SKY Product.
The Purchase Invoices grid displays Purchase Invoices with the option to search and filter to find specific PIs.
Action buttons are available at the far right of the grid to Download Attachments (if any exist on the Purchase Invoice) or Void.
Select the Filter button to filter by Date Range, Status, and/or Location. After filters have been selected, choose Apply Filters.
Selecting the Vendor Name opens that Vendor's profile as view-only information.
Select a PI # in the grid to view additional details.
Those with the Add/Edit Purchase Invoices option enabled in Agvance SKY Admin have the + Add Purchase Invoice button enabled at the bottom of the window.
Add a Purchase Invoice
Purchase Invoice Info
- Select a Vendor from the Vendor drop-down.
- Enter a Purchase Invoice #.
- Select the Invoice and Due Date.
- If applicable, select Attach File to browse for and select relevant documents.
Products
Import POs and PRs or search and add Products to the Purchase Invoice.
Search Products
- Choose Search Products to begin adding Products to the Purchase Invoice.
- A window displays to find and select Products. Use the Search Products field to find specific Products. The Product list can be narrowed down by specifying a Location and/or single or multiple Departments.
- Upon selecting a Product, a confirmation displays at the bottom.
- When finished adding Products, select the Save & Close.
- Products selected display in a grid with numerous capabilities. Products can be removed by hovering over the line item and selecting the Delete icon.
- Select in the Lot Number field to choose from Lot Numbers already set up in Agvance Windows.
- Enter the Invoice Quantity.
- Enter the $/Unit or Total. If the $/Unit is entered, the Total will automatically calculate and vice versa.
- Check the Prepay box if applicable.
- Choose View to see any Add-On charges applied to the Product. Additional charges can be applied by selecting Add New Charge. If a Product is set up in a Classification with Add-On charges, those will be automatically applied to the line item.
Note: Add-On Charges must already be set up in Agvance Windows. - On the Add On Details window, select the Charge ID from the drop-down. Information from the Add-On charge set up in Agvance Windows will default but the Rate, Calculate As, and Apply To can be edited. With Vendor's Bill selected from the Apply To drop-down, Prepay can be checked if applicable. If Accrued is selected, the GL Account and Vendor can be indicated.
- Review the totals in the bottom right and select OK.
Import Purchase Receipt
- Select Import Purchase Receipt to choose from available Purchase Receipts for this Vendor. Selecting Close minimizes this grid and can be expanded if needed.
- Use the Search to find specific Purchase Receipts in the grid.
- Check the Purchase Receipt to import. Products from the Purchase Receipt will display in the Products grid below.
- Follow Steps 6-12 in the Search Products section above.
Import Purchase Order
- Select Import Purchase Order to choose from available Purchase Orders for this Vendor. Selecting Close minimizes this grid and can be expanded if needed.
- Use the Search to find specific Purchase Orders in the grid.
- Check the Purchase Order to import. Products from the Purchase Order will display in the Products grid below.
- Follow Steps 6-12 in the Search Products section above.
Freight
- If applicable, enter the Freight Cost.
- Select from the Freight Options drop-down (Actual $/Unit, Actual Total, Estimated $/Unit, Estimated Total).
- If the Freight is being estimated, a Freight Vendor can be selected from the drop-down.
- Once Freight information is entered, check the applicable line items in the Product grid and select Apply Freight.
Terms & Discounts
Only non-prepaid lines can have a discount applied.
- If Terms are already set up in Agvance Windows, select from the Preset Terms drop-down. The Discount GL, If Paid By, % Disc, $ Disc, and Net areas will automatically populate. If necessary, these fields can be edited.
- If Terms are not already set up in Agvance Windows, select Set Custom Terms.
- Select the If Paid By date, choose the discount type (% Disc, $ Disc, Net) and enter the amount. Select Add Custom Terms.
Notes & Review
- Optionally enter any applicable Notes for the Purchase Invoice.
- Review the Purchase Invoice totals at the bottom right of the window (Gross Amount, Freight Charges, Add-On Charges, Discount, Amount Prepaid, and Net Amount).
- After reviewing, select Post Purchase Invoice to post the Purchase Invoice and return to the Purchase Invoices screen or Post & Start New to post the Purchase Invoice and start another.
