Header

The following fields are required:

• Invoiced Date

• Invoiced Location

• Vendor

• Vendor Invoice Number

Note: The Invoiced Date defaults to the current system date if the Invoiced Date Inference on IN Transaction (IN_DT_INFER) parameter on the Application Parameters page is set to True. However, if you have manually entered a value in the Invoiced Date field, this value will not be overwritten. If this parameter is set to False, then the Invoiced Date is not defaulted and must be manually entered.  

The following field is conditionally required based on site specific setup on the Transaction Control (DCTRL) table:

• Transaction Name

If the Enforce Transaction Department Validation field on the Transaction Control (DCTRL) page is selected, the values entered in the following field are validated against the Transaction Department to verify that the value entered is authorized for that specific Transaction Department:

• Invoiced Location

When sales or use tax is recorded for a purchase, the amount calculated by the vendor may be a couple of cents different from what is calculated in Advantage. An optional Tax Adjustment feature exists to ensure that the vendor is paid the amount of tax expected. Two header fields exist for this feature:

• Total Vendor Invoice Tax Amount allows a user to enter the invoiced tax amount from the vendor’s invoice. This feature is used when the invoiced tax amount is different from the system calculated tax usually due to rounding differences. The transaction will compare the entered amount with the Calculated Tax Before Adjustment amount.

• Calculated Tax Before Adjustment amount displays the total tax calculated by the system. If there is a difference between the entered and calculated amounts, the system will apply the tax difference to the first commodity line with tax. Additional details and other fields related to the tax adjustment feature are on the commodity line.

Page-Level ActionsPage-Level Actions

• View EDI Invoice Header Record - This action is enabled if there is a related EDI Invoice Header record for the invoice as indicated by a value populated in the EDI Invoice Header Record ID field. This action is disabled if there is not a related EDI Invoice Header record for this invoice. If you select this action, you are taken to the EDI Invoice Header (EDIH) page and the record associated with the invoice you are viewing is displayed.

• Adjust Tax Amount on Commodity Line - If Total Vendor Invoice Tax Amount is entered, this action will apply the tax difference between it and the Calculated Tax Before Adjustment amount to the first commodity line with tax. The action will update the Tax Adjustment flag, add the Tax Adjustment Amount to the Total Tax Amount, and Item Amount for the commodity line. If Total Vendor Invoice Tax Amount is not entered and this action is selected, an error will be issued.