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This text refers to program version 7.2  

Operations Menu - Purchase Invoice - Create Activity

This function allows you to create records in the Activity register in the System module. This can be useful if you need, for example, to schedule a call with the Supplier regarding the Purchase Invoice. The Activity Type given to Activities created by this function will be taken from the Activity Types, Subsystems setting in the CRM module. The Task Type of the new Activities will be To Do, the Symbol will be Other and the Start Date will be the Due Date of the Purchase Invoice. The Person will be the current user. The Comment on the 'Comment' card of the Purchase Invoice will be copied to the Text field in the Activity.

When you select the function, the following screen appears, where you can create a new Activity:

The new record will be opened in a window entitled 'Activity: Inspect'. This means that it has already been saved and is being opened for checking. After amendment if necessary, save the record in the Activity register by clicking the [Save] button in the Button Bar and close it using the close box. Alternatively, if you no longer require the Activity, remove it using the 'Delete' function on the Record menu. In either case, you will be returned to the Purchase Invoice window.

The Purchase Invoice and the Activity will be connected to each other through the Attachments facility. This allows you to open the Purchase Invoice quickly and easily when reviewing the Activity, or to open the Activity from the Purchase Invoice. When viewing the Activity or Purchase Invoice, click the button with the paper clip image to open a list of attachments. Then double-click an item in this list to open it.

You must save the Purchase Invoice at least once before you can create an Activity.

You can choose to have an Activity created automatically whenever you mark a Purchase Invoice as OK and save it. Again, this is controlled using the Activity Types, Subsystems setting in the CRM module.

The 'Activity: Inspect' window is fully described here.

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In this chapter:

• Introduction
  

• Entering a Purchase Invoice
  

• Entering a Purchase Invoice - Examples
  

• Preliminary Booking
  

• Inspecting Purchase Invoices, Marking as OK and Posting to the Nominal Ledger
  

• Nominal Ledger Transactions from Purchase Invoices
  

• Error Messages
  

• Printing Purchase Invoices
  

• Accruals in the Purchase Ledger
  

• Cash Notes in the Purchase Ledger
  

• Crediting Purchase Invoices
  

• Operations menu, including:
  
  • OK
    

  • Invoice Status
    

  • Balance
    

  • Add Retention
    

  • Add Withholding Tax
    

  • Open E-Purchase Invoice pdf
    

  • Open NL Transaction
    

  • Open Preliminary NL Trans.
    

  • Send for Approval
    

  • Cancel Approval Request
    

  • Connect to Prepayment
    

  • Create Activity
    

  • Create Asset
    

  • Create Cash Out
    

  • Create Credit Note
    

  • Create Internal Invoice
    

  • Create VAT Correction P/L
    

  • Not Reconciled POs
    

  • Item Search
    

  • Print Cash IN-OUT
    

  • Open Tax Matrix

Download:

• PDF document describing the Purchase Invoice register

Go back to:

• Home page for Purchase Ledger manual
  

• Home page for HansaWorld Enterprise manual

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