Create a Job Project Vendor Invoice

The Job Project Vendor Invoice function is used to allocate costs to Job Projects, whether resource or inventory-based, ensuring comprehensive cost tracking. The steps are as follows:

1. Navigate to Job Projects Mode > Job Projects Costs > Job Projects Costs Data Entry and then select the Job Project Vendor Invoice item. Sapphire one will display the Job Project Vendor Invoice Entry screen ready for data entry.
2. Job Project Details – In this area enter the Project ID and attach any documents as required. Enter other details as required.
3. Standing Transactions – In this area enter any details as required.
4. Tracking Details – In this area first specify the Date In and Delivery Dates. Then enter the Invoice Nº and Order Nº.
5. Vendor Details – In this area review the data as entered by SapphireOne.
   • If a selected Vendor has been entered into the Job Project’s Master Record, SapphireOne will automatically enter the Vendor ID and details in this area . If a Vendor has not been inserted into the Job project’s master record, the user will have to manually enter the Vendor’s ID and details.
6. Transaction Details – Enter details into this area with terms and conditions as required.
7. Adding Inventory Lines – To add inventory lines to this transaction, click on the Lines Page drop down menu or click on the F2 button on the keyboard.
   • Next click on the green + button or use the Command / key combination, to add Inventory Items to the transaction as required.
8. Reviewing – Once all lines have been entered for the transaction, the Lines page as well as the Details page should be reviewed for any errors or omissions.
9. Saving – To save this new Job Project based Vendor Invoice click on the green tick button on the main toolbar.

For more detailed instructions, please refer to the Procedures > Implementation Course > Job Projects Costs Procedures > Create a Job Project Vendor Invoice article.