Adding Vendor Invoice Items

To add an invoice item:

  1. On a vendor invoice record page, click Actions | Vendor Invoice Items | Add Vendor Invoice Items. The Add Vendor Invoice Items window opens and displays up to 250 business records for each object type by default. If you want to change the maximum number of records displayed, contact your administrator.
  2. [Optional] Filter the business records displayed under Timecard, Expense, Milestone, or Miscellaneous Adjustment tabs, and then Apply.
  3. Select the business records displayed on the Timecard, Expense, Milestone, or Miscellaneous Adjustment tabs.
  4. Click Next. A summary of the total number of selected business records is displayed, including their total amount and breakdown.
  5. [Optional] To change your selections, click Back.
  6. Click Add. The vendor invoice items are created for the selected business records and added to the vendor invoice.

 

  1. On a vendor invoice record page, click Add Invoice Items. The Add Invoice Items page opens with default start and end dates in the Search Criteria section.
  2. Apply the default filters or change the filters accordingly in the Search Criteria section, and then click Search. The uninvoiced items are displayed under Timecard, Expense, Milestone, and Miscellaneous Adjustment sections.
  3. Select the uninvoiced items from the Timecard, Expense, Milestone, and Miscellaneous Adjustment sections.
  4. Click Add. The vendor items are created for the uninvoiced items selected and added to the Vendor Invoice.