NexCom Supplier Invoice Intake
How to use NexCom Supplier Invoice Intake in Suppliers: access, working steps, fields, related records and troubleshooting.
Purpose and access
Create the Supplier master and associate contacts, addresses and supply categories. Review vendor registrations separately; creating the master does not grant a portal login access to purchasing documents.
This page is a record page in Supply Chain → Suppliers. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Supplier invoice number, Supplier invoice date, Purchase order, Currency, Invoice lines.
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 NexCom Supplier Invoice Intake from Supply Chain → Suppliers, 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.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- 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 |
|---|---|---|
Requestersubmitted_by | Link Required · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Approved Suppliersupplier | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Supplier invoice numberbill_no | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Supplier invoice datebill_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Purchase orderpurchase_order | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Purchase Order |
Receiptpurchase_receipt | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Purchase Receipt |
Currencycurrency | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Invoice lineslines | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: NexCom Supplier Line |
Line subtotaltotal | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Invoice tax detailstax_details | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Supplier notesnotes | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Statusstatus | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Native purchase invoice draftpurchase_invoice | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Purchase Invoice |
Message to supplierpublic_message | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Child tables
Invoice lines — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Descriptiondescription | Small Text Required | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
ERP itemitem_code | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Quantityqty | Float Required | Enter a numeric value using the required unit and precision. |
Unituom | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Unit raterate | Currency Required | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Line amountamount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Lead time (days)lead_time_days | Int Optional | Enter a whole-number value. |
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.