The Header View presents all of the invoice header fields along with certain values from the Costpoint database that relate to vendor master information or PO information.
Most of the fields on this view are read-only. There are three areas that can be edited: Notes, Invoice Due Date, and Accounting Period.
Note:
Be sure to click Save at the lower left of the Header View screen to save any changes made to these fields.
The diagram below identifies each section in the Header View screen.
- Vendor Information(Vendor Information Section): Voucher and vendor information.
- PO/Receiving Information(PO and Receiving Information Section): Purchase order information.
- Notes(Notes Section): An optional section for entering additional information.
- Invoice Information(Invoice Information Section): Invoice and multicurrency details.
- Payment Terms(Payment Terms Section): Payment terms and discount details.
- Approval Information(Approval Information Section): Approval status and approval level.
- Accounting Period(Accounting Period Section): Fiscal year and period information.