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This text refers to program version 8.1  

Operations Menu - Purchase Invoices - OK

This page describes the 'OK' function on the Operations menu in the 'Purchase Invoices: Browse' window. If you are using iOS or Android, the 'OK' function is on the Tools menu (with 'wrench' icon).

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The 'OK' function allows you to mark Purchase Invoices as OK from the 'Purchase Invoices: Browse' window.

If you are using Windows or Mac OS X, you can use this function to mark Invoices as OK in batches. Simply highlight a range of Purchase Invoices in the browse window and select the function. To highlight a range of Purchase Invoices, click the top one in the range and then hold down the Shift key and click the last one. If you need to apply the function to a number of Purchase Invoices that aren't in a range, highlight them while holding the Ctrl (Windows) or ⌘ (Mac OS X) keys before selecting the function.

If you are using iOS or Android, you can only highlight a single Purchase Invoice at a time, by searching for it, so you can only mark a single Purchase Invoice as OK at a time.

When you select the function, each highlighted Purchase Invoice will be marked as OK immediately. Remember that, if so defined in the Sub Systems setting in the Nominal Ledger and in the Number Series - Purchase Invoices setting, this action will cause Nominal Ledger Transactions to be created for each Purchase Invoice in the selection and that therefore once it has been carried out you will no longer be able to modify those Purchase Invoices.

You can use Access Groups to prevent certain users from marking Purchase Invoices and Purchase Credit Notes as OK by any method including this function. To do this, deny them access to the 'OK Purchase Invoices' and 'OK Purchase Credit Notes' Actions respectively. [CT1]

Messages will appear if any of the Purchase Invoices you have selected need to pass through an approval process before you can mark them as OK, to let you know that the function has ignored such Invoices. You can configure approval processes using the Approval Rules register in the Business Alerts module. Please refer to the description of the Approval Status field on the 'Inv. Address' card of the Purchase Invoice window for brief details about the approval process and here for full details.

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The Purchase Invoice register in Standard ERP:

• 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.
    

  • Connect to Prepayment
    

  • Not Reconciled POs
    

  • Item Search
    

  • Open Tax Matrix
    

  • Print Cash IN-OUT
    

  • Request Approval
    

  • Cancel Approval Request
  
  
• Create menu

Go back to:

• Home page for Purchase Ledger manual
  

• Home page for Standard ERP manual

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