Add an invoice item from a payment plan

Add an invoice item from a payment plan.

Prerequisites

Before you begin, complete the following:

• For the invoice header, in the Invoice Header grid, in the General tab, ensure the value in the Status field is Created.

• In the Invoice Header grid, in the General tab, in the Purchase Order field, ensure the invoice header is related to a Purchase Order (PO).

To add an invoice item from a payment plan

1. Navigate to the s53000 Invoice Verification screen.

2. To refresh the screen, select the F5 key.

3. In the Invoice Header grid, select a row.

4. On the s53000 menu, in the Add Invoice Items group, select From Payment Plan.

   The d0141 Suggest Invoice Based on Payment Plan dialog appears.

5. To refresh the dialog, select the F5 key.

6. In the Payment Plans grid, select a row.

7. Select Ok.

   In the Invoice Item grid, the selected payment plan position is added as an item for the selected invoice header.

8. To save the changes, on the Home menu, in the Record group, select Save.