Import Supplier Invoice
How to use Import Supplier Invoice in Supplier Billing: access, working steps, fields, related records and troubleshooting.
Purpose and access
Record purchase invoices against the supplier and source documents, verify prices and taxes, and apply approved payments. Supplier invoice intake is a review channel; it does not replace accounting approval and posting.
This page is a record page in Finance & Accounting → Supplier Billing. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Invoice Series, Company, Item Code, Supplier Group, Tax Account, Default Buying Price List.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Import Supplier Invoice from Finance & Accounting → Supplier Billing, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Invoice Seriesinvoice_series | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Item Codeitem_code | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Supplier Groupsupplier_group | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier Group |
Tax Accounttax_account | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Default Buying Price Listdefault_buying_price_list | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Price List |
Zip Filezip_file | Attach Optional | Upload the permitted evidence file. Confirm the record and privacy settings before sharing. |
Statusstatus | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.