Open topic with navigation

Merge Invoices

1. Navigate to the Invoicing screen.

   1. Log In to the Data Center Application to display the Data Center ribbon menu.

      

   2. Select Receiving > Invoicing from the main menu to display the Invoicing screen.

   

2. Select onscreen options to determine which purchase orders are displayed on the screen:

   • Filter by Vendor:
     Click a vendor name in the Select Vendor list to display only invoices for that vendor. (Click the All vendor name to display invoices for all vendors.)

     Note: If needed, enter all or part of a vendor’s name in the field to show only matching vendors in the Select Vendor list.

   • Filter by Date:
     Uncheck the All Dates checkbox, enter dates in the From and To fields, and click the Refresh button to display only invoices from that date range.
   • Filter by PO Number:
     Enter all or part of a PO number in the Search POs field and click the Search POs button to display display only invoices associated with purchase orders that contain the entered text.
   • Sort and Filter Onscreen Data.

3. Click the appropriate vendor name in the Select Vendor list to activate the Merge column.

   

4. Check an invoice's Merge column checkbox to include it in the merge.

   Note: At least two invoices must be checked to perform a merge.

5. Click the Merge button (the Mergecolumn header) to display the parent invoice selection window.

   

6. Click an invoice to select it as the parent invoice.

   Note: The parent invoice's identifying information will display on the Invoice Details screen.

7. Click the Select Parent button to combine the selected invoices into a single entry on the Invoicing screen.