Summary

This article covers the default fields available in the configurable add vendor invoice form.

Table of Contents

• Access Add Vendor Invoice Form
• Default Fields
  • Date of Invoice Field
  • Invoice Number Field
  • Balance Due Field
  • Invoice Description Field
• Save Actions
  • Save Button
  • Save & New Button
  • Cancel Button
• Importing Vendor Invoices

Vendor Invoice for Vendor level contracts are managed in CTMS by the Vendor Invoice form, one of many Configurable Forms. It is from this screen that relevant information concerning invoices received due to vendor contracts can be defined. What is displayed on this form can be configured from CTMS Settings.

The Vendor Invoice form is labeled Add Vendor Invoice for a new record and Edit Vendor Invoice for an existing record.

Access Add Vendor Invoice Form

The Add Vendor Invoice form can be reached by clicking the “Add Vendor Invoice” Action found in the Actions Menu on the Edit Vendor Payment Terms form.

The Vendor Invoice form for existing invoices may be accessed by clicking on the vendor name in the Vendor Manager and the Edit Vendor form shall appear, then select the red arrow beside Contracts to expand the Edit Vendor sub-menu, then select the red arrow beside Contract Type and Effective Date, then select the red arrow beside the Payment Terms and then select the Invoice Number.

Default Fields

The Vendor Invoice form contains the following fields by default:

Date of Invoice Field

The Date of Invoice is a Date field used to identify the date of the invoice. The Date of Invoice field is a required field and a black alert will fire if the Date of Invoice data is not provided. The form cannot be saved until the Date of Invoice data is entered. By default, the Date of Invoice field’s visibility settings cannot be changed.

Invoice Number Field

The Invoice Number field is a Text field, and is used to identify the invoice number. By default, the Invoice Number field is a required field and a black alert will fire if the Invoice Number data is not provided. The form cannot be saved until the Invoice Number data is entered. The Invoice Number field’s visibility settings cannot be changed.

Balance Due Field

The Balance Due field is a Currency field used to identify the amount due on the invoice. By default, the Balance Due field is a required field and a black alert will fire if the Balance Due data is not provided. The form cannot be saved until the Balance Due data is entered. The Balance Due field’s visibility settings cannot be changed.

Invoice Description Field

The Invoice Description field is a Multi-line Text Field, and is used to describe the invoice. By default, the Invoice Description field is a preferred field and a red alert will fire if the Invoice Description is not provided.

Save Actions

Save Button

When the Save button is selected the data entered for the questions will be saved and the user will be directed to the Edit Vendor Payment Terms screen.

Save & New Button

When the Save & New button is selected the data entered for the questions will be saved and the user will be directed to a new Add Vendor Invoice form.

Cancel Button

When the Cancel button is selected the data entered for the questions will not be saved and the user will be directed to the Edit Vendor Payment Terms screen.

Importing Vendor Invoices

This information can be imported as part of the Vendor’s import. Click here for more information.

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