Provider Unbilled Purchase Orders (POs)

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Finances view > Provider > Unbilled Purchase Orders

/FlowFitTMS/#/finance/provider/unbilled-purchase-order-list

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FlowFit-TMS PM users may: 

·        Create invoices using one or many purchase orders that are associated with the same provider and use the same currency

·        Perform filtered searches

·        Consult the remaining balance as opposed to the amount that has already been billed 

Note 1: The purchase orders selected for invoicing must be associated with the same provider.

Note 2: The purchase orders selected for invoicing must use the same currency.

How to create an invoice from a purchase order

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Initially pre-filled fields:

·        Cost associated with each purchase order item will be displayed

·        Currency is obtained from purchase order(s)

·        Status is set to ‘Open’ by default

Required fields:

·        Invoice #

·        Date received

When not using partial invoicing, the row item fields are not editable. However, if partial invoicing is active, then users are free to modify the quantity they would like to bill partially.

After creating the invoice, an email will be sent to the address designated in the New invoice from the provider template.

Unbilled Purchase Orders (POs) - FlowFit User Documentation - Confluence (atlassian.net)