Otherwise, when the purchase invoice is created as a standalone document or based on other purchase documents, it just makes the reservation on the indicated quantity of items. A purchase invoice created from the goods and services receipt document opens (debits the transit account) the crediting transaction to the transit account. It also creates other accounting transactions recording revenues, expenses, taxes as well as changes vendor accounts balances. The changes are reflected in the transaction journal, the vendors journal, the VAT journal, and the inventory journal.
In order to create purchase invoices and goods and services receipts as two separate documents, you have to allow the creation of goods and services receipts in the system by turning on the Use separate document for purchased goods receipt option in My company settings.
- Under the Goods tab of a specific purchase invoice, turn on the Delivery is separated from invoice option.
For more information about the Delivery is separated from invoice option, see Invoice: Items Section.
Codejig ERP also enables you to create a debit note directly from the purchase invoice.
To go to the Purchase Invoice:
- On the Codejig ERP Main menu, click the Purchases module.
- Under the Purchase module, click Purchase Invoice.
Purchase Invoice: Items Section
Purchase Invoice: General Area