Enter Purchase Invoice Details

TrafficLIVE can record the supplier/vendor purchase invoice (PI) data that is related to a purchase order (PO). This data can then be used for reporting or posted to a supported financial system.

To enter purchase invoice details, complete the following steps:

1. (If you are already on the Purchase Order page, skip this step.) Locate the purchase order for which you want to add purchase invoice information.
   1. Click Menu > Purchasing > Purchase Order.
   2. On the Find Purchase Orders page, double-click on the purchase order that you want to link to a job.
2. Click in the Estimates section of the grid to copy the ordered values to the Actuals columns.
3. If necessary, edit the quantity or unit cost.
4. In the Tax 1 column, choose the tax rate from the drop-down. The total cost including tax is automatically calculated.
5. In the Supplier Ref field above the grid, enter a supplier reference, if needed.
6. In the PI Number field, enter the purchase invoice number.
7. In the PI Date field, select the date when the purchase invoice was received.
8. In the PI Paid field, select the date when the purchase invoice was paid.
9. In the Amount Paid field, enter the total amount that was paid against the purchase invoice.
10. Click Update to save your changes.