Add a purchase invoice detail

# Add a purchase invoice detail

# Where to find purchase invoice details?

Purchase invoice details can be found in each invoice in the Products tab. If you have not yet created a purchase invoice, see this page: Create a purchase invoice.

Filled in purchase invoice form

# Create a new purchase invoice detail

Open the record with purchase invoice. If you have not yet created a purchase invoice, see this page: Create a purchase invoice.
Go to the Products tab and press New Purchase Invoice Detail.

Create new purchase invoice detail

The quick create form on the right will open.

Purchase invoice detail form

Fill in the form.

Field	Description	Example
Name of Purchase Invoice Detail	Name of purchase invoice detail. This field is *required.	Tesla model S
Purchase Invoice Header	Purchase invoice which includes the details of the invoice. This field is automatically pre-filled with the invoice from which we create the invoice detail.
Currency	The currency is pre-filled according to the system settings.	Czech koruna
Price per Unit	Price per unit of purchase invoice detail. This field is *required.	10 500 kč
VAT per Unit	VAT rate from the price of the product. This field is required.	1500 kč
Quantity	Number of units.	20

Create a new purchase level category.
To save the purchase invoice detail form, it is mandatory to at least select Category level one.

Tips

Category level is groupings of similar goods or services.

Example: John created a purchase invoice for the purchase of new office chairs and for the proposal to pass the administration should approve it.

Click on the purchase category level one field and press New Purchase Category Level One.

Create new purchase category level

A new quick create form opens.

Purchase category level form

Field	Description	Example
Name	Name of purchase category level. This field is *required.	Administration
Purchase Category Approver	The user who must approve the purchase invoice. This field is *required.
Automatic Approval Amount Limit	If the purchase invoice detail price is higher than the Automatic Approval Amount Limit, the category level approver must approve the purchase invoice.	10000

Filled form
Filled purchase category level form

Save the form
The saved form should look like the photo below.

Filled purchase invoice details form

After saving the form, there will be a new record in the subgrid.

Purchase invoice details subgrid

You can also see the total price for products on the Information tab.

Total amount of purchase invoice

# Edit a purchase invoice detail

Open the record with purchase invoice. If you have not yet created a purchase invoice, see this page: Create a purchase invoice.
Go to the Products tab.
Highlight the purchase invoice detail you want to edit and press Edit button.

Edit purchase invoice detail

# Deactivate a purchase invoice detail

Warning

Never delete records, always deactivate them.

Open the record with purchase invoice. If you have not yet created a purchase invoice, see this page: Create a purchase invoice.
Go to the Products tab.
Highlight the purchase invoice detail you want to deactivate and press Deactivate button.

Deactivate purchase invoice detail

Create or edit a purchase invoice Sent an invoice for approval