Invoice Header

Manual Invoices in CREST ERP are auto-numbered. Therefore, the Supplier’s own Invoice Number and Date must be captured separately, as Reference Number and Reference Doc. Date. If you are using the system date as Invoice Date, the Due Date shown will be based on the same.

*There is a check on Reference Number duplication. A soft warning will be shown if it is already used with another Purchase Invoice, but you can continue with the entry

In the *Order Agreement and Terms *section, you can capture any agreements applicable to the invoice.

!< this section needs to be understood better. The functionality offered by FINANCE > Global GL Settings > Agreements is not very clear >

On the third tad of the header, you can link parties to the transaction in various roles such Ship-from Vendor, Bill-to customer etc.

Click Create to save the invoice header and continue with the invoice entry. Invoice will be aborted if you click Cancel.

Once the header is saved, the Invoice Number is assigned. Several menu items get enabled for the invoice. The status of the invoice at this stage will be ‘In-process’.