Invoice Allocation Fields

This section describes the fields and actions on the Invoice Allocation workspace.

Card Part

Field	Description
Invoice Number	This field displays the invoice or credit memo number.
Vendor Number	This field displays the number of the vendor to which the invoice/credit memo is associated with.
Vendor Name	This field displays the name of the vendor to which the invoice/credit memo is associated with.
Type	This field specifies whether the record is an invoice or a credit memo.
Invoice Date	This field displays the date of the invoice or credit memo.
Due Date	This field displays the date on which the invoice or credit memo is due for payment.
Responsible for Allocation	Select the employee name or number of the employee who is responsible for allocation.
Purchase Order Number	If the current record is related to a purchase order placed with the vendor, select a PO.
	When you click the Get Purchase Order action, Maconomy automatically creates allocation lines for each open line in the selected purchase order.
Invoice	This field displays the following information: The total amount (excluding tax) available for invoicing The total amount taxed according to the selected tax code The total amount (including tax) available for invoicing
For Reallocation	This field displays the following information: The total amount (excluding tax) available for reallocation The total amount taxed according to the selected tax code The total amount (including tax) available for reallocation
Allocated	This field displays the following information: The total allocated amount (excluding tax) for the lines in the sub-tab The total amount taxed according to the selected tax code The total allocated amount, (including tax) for the lines in the sub-tab
Unallocated	This field displays the following information: The total unallocated amount (excluding tax) for the lines in the sub-tab The total amount taxed according to the selected tax code The total unallocated amount (including tax) for the lines in the sub-tab
Status	This field displays the status of the current record. Possible values include: Awaits Allocation Allocation Started Awaits Approval Awaits Posting Allocation Completed
Vendor	This field displays the vendor name and number of the vendor who sent the invoice or credit memo.

Card Part Actions

Button	Description
	Click this icon to refresh data in the current workspace.
	Click to display the list view. Click to display the detailed view.
Save	Click this action to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made.
Revert	Click this action to undo changes made to the current record, or to any of its lines.
Submit for Approval	Click this action to submit a record for approval. After submission, the record status is updated, and this action is disabled until you make additional changes.
Approve	Click this action to approve the invoice or credit memo. This action is available only for users with the requisite access rights.
Reject….	Click this action reject the invoice or credit memo. This action is available only for users with the requisite access rights.
Attach Document	Click this action to attach documents to the record.
Other Actions	Each workspace includes an Other Actions drop-down list. Available actions vary slightly from one workspace to another. In the Invoice Allocation workspace, the drop-down list includes the following actions: Get Purchase Order - If you chose a PO in the Purchase Order Number field, selecting this action enables Maconomy to automatically create allocation lines for each open line in the selected purchase order. Allocate Remainder - Select this action to allocate the remaining amount for invoicing. Undo Approval/Reject