Create Invoice Against A Blanket Order

Upon receipt of an invoice from a supplier, users with the Create Invoice role can create invoices against a blanket order. Once submitted, the invoice will route to the blanket order creator and delegated approvers, for approval. 

If approved, a matching release order is automatically generated which draws down the approved invoice amount from the Available Funds on the blanket order.

An invoice can be submitted for a Blanket Order past the Valid To date. As long as:

• The invoice date is between the Valid From and Valid To date of the Blanket order and
• There are still Available Funds on the Blanket Order.

Create An Invoice

Users with the Create Invoice role, can create an invoice against a Blanket Order, by going to the Marketplace module > select Orders > In the Search Order Number field, insert the blanket order number or customize search by using Filters > in the Order Type field, select Blanket. 

Once the Blanket Order is located, select the order number > click Invoice Order.

The Invoice screen will populate, to enter required information in the fields marked with a red asterisk.

If the supplier has more than one remittance address, you can change the remittance address. If there is only one, you cannot change this field. To view the entire address, hover over the encircled "i" on the right side of Remittance Address field.

Enter the first line item with its Quantity, Unit Price, Unit of Measure and tax (if applicable). To add additional lines select Add Lines. Once all lines are added you can additionally add Comments, Shipping and Shipping Tax if applicable. 

Once completed, Submit to route the invoice for approval. If you would like to create another invoice straight after, check the box for Create Another under the Submit Invoice button before clicking Create.