Invoices

Perform this task to create new invoice and submit them to suppliers.

1. Select the Main Menu icon.
2. Select My Networks in the header.
3. Select a [MPL Network] from the Select your Network drop-down in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select one of the following menu items depending on the orchestration used:
   •  Select Manufacturing - Supplier from the left menu.
   •  Select Commerce - Supplier from the left menu.
   •  Select Logistics - Provider from the left menu.
     Partners must have the correct roles assigned if using the Owner's instance of Multienterprise Information Network Tower.
7. Select Invoices.
8. Select the New button.
9. Enter the invoice number in the Invoice Number field.

10. Select the Save button.

    The screen refreshes with the saved invoice in the draft state and with the required sections populated.

11. Select the Edit button.

12. In the Transaction Information section, select Submitted from the Process Status drop drown.
13. In the Invoice Information section fill in the following fields:
    
    1. Invoice Number field – A unique identifier assigned to a invoice.
       This field auto populates the value entered on the New Invoice screen.
       
    2. Invoice Date field – The date when an invoice is created.
    3. Invoice Type field – Specifies the classification of the invoice based on its purpose in the transaction process..
    4. Due Date field – The date when an invoice is created.
    5. Invoice Total field – The total amount that the buyer is required to pay.
    6. Sales Tax Percentage field – The tax percentage applied on the total amount to pay.
    7. Payment Terms By Percentage field – The percent discount the buyer receives on the total price of the order if payment is received on time (numerical values only).
    8. Payment Terms By Days field – The terms of payment (in days) agreed upon by the buyer and the supplier.
    9. Payment Terms By Due Date field – The specified date by which the buyer must pay the supplier for the goods to receive a discount (numerical values only).
    10. Payment Terms by Description field – A description that outlines the terms of the sale regarding the payment of product that are implied by the Payment Terms By Percentage, Payment Terms By Days, and Payment Terms By Due Date.
    11. Delivery Term Code field -The arrangements agreed between a supplier and buyer of goods about when and how the goods are received or paid.
    12. Delivery Term Description field – A description that outlines the terms of the sale regarding the delivery of product that are implied by the Delivery Term Code.
    13. Currency drop-down – The 3-letter ISO currency code that the line items included in the purchase order are priced with.
    14. Discount Due Date field – The due date by which a payment must be made to avail a discount.
    15. Discount Due by Number of Days field – The number of days in the terms of discount period by which payment is due if terms discount is earned.
    16. Action drop-down – A brief description stating the purpose of the transaction.
    17. Terms Of Payment Type Code drop-down – Specifies the code that defines the payment terms agreed between the buyer and seller.
    18. Terms Of Payment Date Basis drop-down – Specifies the date from which the payment term is calculated.
14. In the Reference Transactions section, select the Add icon to add reference and fill in the following fields:
    1. Transaction Type drop-down - The type of transaction to reference.
    2. Transaction Number type-ahead field – The unique identifier of the transaction.
       If the value does not match the available options, the value must be entered manually.
    3. Transaction Date field - The date of the transaction being referenced.
    4. Select Apply.
       A new reference transaction line is added.
15. If the menu item selected is Manufacturing - Supplier or Commerce - Supplier, in the Customer and Supplier section, fill in the following fields under Customer group: 
    or
    If the menu item selected is Logistics - Provider, in the Client and Provider section, fill in the following fields under Client group:

    1. Company type-ahead field – The name of the company buying the goods and paying the invoice sent by the supplier. This field pulls from the Owner's company and location master data.

       The remaining Customer or Client fields are auto populated with the values from the company or location's master data entry. If the name of the company is not present in the Owners master data, the company name must be entered manually.

    2. Address 1 field – The address of the particular location.
    3. Address 2 field – Any additional address information.
    4. Country drop-down – The two-letter country code with country name for this location.
    5. State field – The state or region for this location.
    6. City field – The city for this location.
    7. Postal Code field – The postal code for this location's main address.
    8. Contact Telephone Number field – The company or location's phone number.
    9. Contact Fax Number field – The company or location's fax number
    10. Party ID Type drop-down – The identifier type used for this company or location. For more information, see Identifier and Item Code Types.
    11. Party ID Value field – The value associated with the identifier type.

16. If the menu item selected is Manufacturing - Supplier or Commerce - Supplier, in the Customer and Supplier section, fill in the following fields under Supplier group: 
    or
    If the menu item selected is Logistics - Provider, in the Client and Provider section, fill in the following fields under Provider group:

    1. Company type-ahead field – The name of the company generating the invoice and is the supplier of goods. This field pulls from the Owner's company and location master data.

       The remaining Supplier or Provider fields are auto populated with the values from the company or location's master data entry. If the name of the company is not present in the Owners master data, the company name must be entered manually.

    2. Address 1 field – The address of the particular location.
    3. Address 2 field – Any additional address information.
    4. Country drop-down – The two-letter country code with country name for this location.
    5. State field – The state or region for this location.
    6. City field – The city for this location.
    7. Postal Code field – The postal code for this location's main address.
    8. Contact Telephone Number field – The company or location's phone number.
    9. Contact Fax Number field – The company or location's fax number
    10. Party ID Type drop-down – The identifier type used for this company or location. For more information, see Identifier and Item Code Types.
    11. Party ID Value field – The value associated with the identifier type.
17. In the Remit to Party and Bill to Party section, fill in the following fields under Remit to Party group:
    
    1. Company field – The name of the company location where actual invoice is paid by the buyer. This field pulls from the Owner's company and location master data.
       The remaining Remit to Party fields are auto populated with the values from the company or location's master data entry. If the company name is not present in the Owners master data, the company's name must be entered manually.
    2. Address 1 field – The address of the particular location.
    3. Address 2 field – Any additional address information.
    4. Country drop-down – The two-letter country code with country name for this location.
    5. State field – The state or region for this location.
    6. City field – The city for this location.
    7. Postal Code field – The postal code for this location's main address.
    8. Contact Telephone Number field – The company or location's phone number.
    9. Contact Fax Number field – The company or location's fax number
    10. Party ID Type drop-down – The identifier type used for this company or location. For more information, see Identifier and Item Code Types.
    11. Party ID Value field – The value associated with the identifier type.
18. In the Remit to Party and Bill to Party section, fill in the following fields under Bill to Party group:
    
    1. Company field – The name of the company to whom the goods are delivered. This is the billing address of the buyer. This field pulls from the Owner's company and location master data.
       The remaining Remit to Party fields are auto populated with the values from the company or location's master data entry. If the company name is not present in the Owners master data, the company's name must be entered manually.
    2. Address 1 field – The address of the particular location.
    3. Address 2 field – Any additional address information.
    4. Country drop-down – The two-letter country code with country name for this location.
    5. State field – The state or region for this location.
    6. City field – The city for this location.
    7. Postal Code field – The postal code for this location's main address.
    8. Contact Telephone Number field – The company or location's phone number.
    9. Contact Fax Number field – The company or location's fax number
    10. Party ID Type drop-down – The identifier type used for this company or location. For more information, see Identifier and Item Code Types.
    11. Party ID Value field – The value associated with the identifier type.
19. In the Payer and Ship To section, fill in the following fields under Payer group:
    
    1. Company field – The name of the company or location making payment for the goods or services. This field pulls from the Owner's company and location master data.
       The remaining Payer fields are auto populated with the values from the company or location's master data entry. If the company name is not present in the Owners master data, the company's name must be entered manually.
    2. Address 1 field – The address of the particular location.
    3. Address 2 field – Any additional address information.
    4. Country drop-down – The two-letter country code with country name for this location.
    5. State field – The state or region for this location.
    6. City field – The city for this location.
    7. Postal Code field – The postal code for this location's main address.
    8. Contact Telephone Number field – The company or location's phone number.
    9. Contact Fax Number field – The company or location's fax number
    10. Party ID Type drop-down – The identifier type used for this company or location. For more information, see Identifier and Item Code Types.
    11. Party ID Value field – The value associated with the identifier type.
20. In the Payer and Ship To section, fill in the following fields under Ship To group:
    
    1. Company field – The name of the company location where the goods are delivered. This field pulls from the Owner's company and location master data.
       The remaining Ship to fields are auto populated with the values from the company or location's master data entry. If the company name is not present in the Owners master data, the company's name must be entered manually.
    2. Address 1 field – The address of the particular location.
    3. Address 2 field – Any additional address information.
    4. Country drop-down – The two-letter country code with country name for this location.
    5. State field – The state or region for this location.
    6. City field – The city for this location.
    7. Postal Code field – The postal code for this location's main address.
    8. Contact Telephone Number field – The company or location's phone number.
    9. Contact Fax Number field – The company or location's fax number
    10. Party ID Type drop-down – The identifier type used for this company or location. For more information, see Identifier and Item Code Types.
    11. Party ID Value field – The value associated with the identifier type.
21. In the Line Items section:
    1. Select the Addicon. At least one line item is required to submit an invoice.
    2. In the New Line Item panel, fill in the following fields under Item Information:
       1. Line field – The number to identify the line item by (e.g. 50).
       2. Item field – The name of the product. If the user enters an item code instead, the field automatically displays the corresponding item name.
          The Item Code Type, Item Code Value and Description fields are auto populated with the values from the Owner's product master data entry for the product. If the product name is not present in the Owner's product master data then the product name must be entered manually.
       3. Item Code Type field – The product code type (e.g. IN-Product Code).
       4. Item Code Value field – The product code.
       5. Description field – A brief description of the product. If the description is not present in the Owners product master data then the description must be entered manually.
       6. Unit Price field – The price that each unit of the product sells for.
       7. Net Price field – The total cost of the line item.
       8. Invoice Quantity field – The quantity of units to be invoiced.
       9. Invoice Quantity Unit of Measure drop-down – The unit of measurement used to quantify the goods or services listed on an invoice.
       10. Order Quantity field – The number of units ordered.
       11. Order Quantity Unit of Measure field – The unit of measurement used to specify the quantity of a product in an order.
       12. Delivery Date field – The date that the quantity of product will be delivered on.
       13. PO Number field - The purchase order number for the line item.
       14. Advance Ship Notice Number field - The shipment number for referencing the line item.
       15. Lot Number field - The lot number of the line number.
       16. Expiration Date field - The expiry date of the line item.
       17. Line Notes field – Additional information about the line item being added.

    3. Select Apply.

       The new line item is added to the invoice.

22. In the Notes section, select the Addicon to enter any additional comments or instructions.
23. To submit the invoice:
    To save the invoice in a Draft state and finish it later, ensure the Move To button is not selected and then select the Save button in the draft state.

    1. Select the Move To button at the top of the screen.

       The submit status indicator circle is filled in with green to indicate the desired action upon selecting save.

    2. Select the Save button.
       

       The invoice is submitted.
       

Tips

• Select the Addicon, to add a new line item, where available.

• Select the Deleteicon, to remove an individual line item, where available.

• New invoices can also be created by selecting the New button on the Invoices Details screen for an existing invoice.

 Complete and submit a saved invoice in the draft state.

1. Select the Main Menu icon.
2. Select My Networks in the header.
3. Select a [MPL Network] from the Select your Network drop-down in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select one of the following menu items depending on the orchestration used:
   •  Select Manufacturing - Supplier from the left menu.
   •  Select Manufacturing - Supplier from the left menu.
   •  Select Logistics - Provider from the left menu.
     Partners must have the correct roles assigned if using the Owner's instance of Multienterprise Information Network Tower.
7. Select Invoices.
8. Select the Filter button to find invoices in Draft state.

9. Select the Invoice Number link in the results table.

10. Select the Edit button.

11. In the Transaction Information section, select Submitted from the Process Status drop drown.
12. Confirm the invoice details and select the Edit icon associated with that line item to modify the fields if required.

13. Select the Move To button at the top of the screen.

    The submit status indicator circle is filled in with green to indicate the desired action upon selecting save.

14. Select the Save button.
    

    The invoice is submitted.
    

Tips

• Select the invoice number row and then select the Delete icon on the top of the Search Invoices screen, to delete a invoice in draft state.

Perform this task to create and a new invoice from an existing purchase order.

1. Select the Main Menu icon.
2. Select My Networks in the header.
3. Select a [MPL Network] from the Select your Network drop-down in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select one of the following menu items depending on the orchestration used:
   •  Select Manufacturing - Supplier from the left menu.
   •  Select Manufacturing - Supplier from the left menu.
   •  Select Logistics - Provider from the left menu.
     Partners must have the correct roles assigned if using the Owner's instance of Multienterprise Information Network Tower.
7. Select Purchase Orders.
8. Select the Filter button.
9. In the Filters panel, fill in one or more of the following fields to filter the results:
   1. PO Number field – The unique identifier of the purchase order.
   2. Buyer type-ahead – Displays only if the menu item is Received Purchase Orders for Manufacturing. The name of the company the purchase order was received from.
      If the name of the company is not present in the Owner's master data then the company's name must be entered manually.
   3. Client type-ahead – Displays only if the menu item is Received Purchase Orders for Logistics. The name of the company the purchase order was received from.
      If the name of the company is not present in the Owner's master data then the company's name must be entered manually.
   4. Last Modified drop-down – The period of time in which the purchase order was last updated:
      • Today – The transaction was modified within the last few hours.
      • Yesterday – The transaction was updated within the past 24 hours.
      • Last Week – The transaction was modified in the last 7 days.
      • Last Month – The transaction was modified in the last 30 days.
      • Last 3 Months – The transaction was modified in the last 90 days.
      • Last 6 Months – The transaction was modified in the last 180 days.
      • Custom Range – Select a specific period of time that the transaction was modified in from the calendar.

10. Select Apply.
    

    A list of purchase orders displays based on the filter results.
    

11. Select the link for the purchase order from the results table.

    The View Purchase Orders screen displays.

12. Select the Invoice button.
    A message is displayed stating that the invoice is being created and will be available in the notification when it is ready.
13. Select Dismiss in the messages dialog box.
14. Select the Notification icon on the top bar of the screen.
    The Notification panel is displayed confirming that the invoice is available.
15. Select View Details.
    The Invoice Details screen opens in edit mode.
    
16. Enter the invoice notice details.

17. Select the Move To button at the top of the screen.

    The submit status indicator circle is filled in with green to indicate the desired action upon selecting save.

18. Select the Save button.
    

    The invoice is submitted.
    

Perform this task to add new discussion directly from the subtype record being viewed.

1. Select the Main Menu icon.
2. Select My Networks in the header.
3. Select a [MPL Network] from the Select your Network drop-down in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.

6. Navigate to the subtype record you want to discuss.

7. Open the subtype record to display its view page.

8. Select the Add Discussion button.
   The new discussion page opens in a new tab.
   

9. Start the discussion using one of the following options:

   1. In the Transaction section, select the transaction ID link to review and update the related transaction automatically referenced from the subtype record.

   2. Select the New button to initiate a new discussion for the transaction, if required.
      This creates a new, independent discussion thread for the transaction. The new discussion will not be a continuation of any existing discussion associated with the subtype record, and prior discussion details from the subtype record will not automatically carry forward into the new thread.

10. Enter the discussion details. For detailed field descriptions, see Create and Submit a Discussion.

11. Select the Save button.
    The new discussion is now associated with the transaction from the originating subtype view page.

Perform this task to add a comment to an existing discussion associated with transaction being viewed.

1. Select the Main Menu icon.
2. Select My Networks in the header.
3. Select a [MPL Network] from the Select your Network drop-down in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.

6. Navigate to the subtype record related to the discussion you want to comment on.

7. Open the subtype record to display its view page.
8. Select the Add Comment button.
   The Discussion Search page opens in a new tab within the context of the selected transaction.
   

9. Find the discussion to update using one of the following options.

   1. Review and update the discussions already associated with the transaction.

   2. Select the Filter button, enter the search criteria, and apply the filter. From the filtered results, select the discussion to review and update. For detailed field descriptions, see Search and View All Discussions.

   3. If the existing discussion is not appropriate, select the New button to start a new discussion for the associated transaction. For detailed field descriptions, see Create and Submit a Discussion.

10. Select the discussion to update.

11. Enter comment.
12. Select the Save button.
    The comment is added to the selected discussion and remains associated with the related transaction.

Perform this task to search for and view the details of the invoices sent or received by suppliers or customers. Viewing the details of a invoice enables suppliers or customers to quickly access invoice information (e.g. the quantity for each line item in an order) in TraceLink without having to search through the actual B2B message.

1. Select the Main Menu icon.
2. Select My Networks in the header.
3. Select a [MPL Network] from the Select your Network drop-down in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.

6. Select one of the following menu items depending on the orchestration used:

   • Select Manufacturing - Customer or Manufacturing - Supplier from the left menu.

   • Select Commerce - Customer or Commerce - Supplier from the left menu.

   • Select Logistics - Client or Logistics - Provider from the left menu.

     Partners must have the correct roles assigned if using the Owner's instance of Multienterprise Information Network Tower.
7. Select Invoices.
8. Select the Filter button.
9. In the Filters panel, fill in one or more of the following fields to filter the results:
   1. Multi Field Search field - Searches across multiple indexed fields using a single keyword, including Text, Text Area, Email, URL, and Lookup fields.

   2. State drop-down – The state of the invoice: 

      • Draft – The transaction is in the draft state.
      • Submit – The transaction has been created.
      • Processing – The application is getting ready to handle incoming transactions by doing some initial tasks, such as copying the files it receives.
      • Processed – The application changes the standard information into a format that is easy to use and specific to your transaction.
      • Preparing to Send – The application is getting ready to send out a transaction and is doing some initial tasks, like copying the necessary information for the process.
      • Sending –The application sends out business transactions to the buyer or supplier.
      • Sent – The transaction is successfully completed and shared with the receiving party.
   3. Customer type-ahead – Displays only if the menu item is Sent Invoices in Manufacturing - Supplier or Commerce - Supplier. The name of the company the invoice was sent to.
      If the name of the company is not present in the Owners master data then the company's name must be entered manually.
   4. Supplier type-ahead – Displays only if the menu item is Received Invoices in Manufacturing - Customer or Commerce - Customer. The name of the company the invoice was received from.
      If the name of the company is not present in the Owner's master data then the company's name must be entered manually.
   5. Client type-ahead – Displays only if the menu item is Sent Invoices for Logistics - Provider. The name of the company the invoice was sent to.
      If the name of the company is not present in the Owner's master data then the company's name must be entered manually.
   6. Provider type-ahead – Displays only if the menu item is Received Invoices for Logistics - Client. The name of the company the invoice was received from.
      If the name of the company is not present in the Owner's master data then the company's name must be entered manually.
      
   7. Payment Terms by Due Date field – The specified date by which the buyer must pay the supplier for the goods.
   8. Invoice Date field – The date the invoice is created.
   9. Invoice Number field – A unique identifier assigned to a invoice.
   10. Last Modified drop-down – The period of time in which the invoice was last updated:
       • Today – The transaction was modified within the last few hours.
       • Yesterday – The transaction was updated within the past 24 hours.
       • Last Week – The transaction was modified in the last 7 days.
       • Last Month – The transaction was modified in the last 30 days.
       • Last 3 Months – The transaction was modified in the last 90 days.
       • Last 6 Months – The transaction was modified in the last 180 days.
       • Custom Range – Select a specific period of time that the transaction was modified in from the calendar.

10. Select Apply.
    

    A list of invoices displays based on the filter results.
    

11. Select the link for the invoice from the results table.

    The View Invoices screen displays.

12. To view all fields for each line item, select the View icon on the Invoices Details screen.

After the invoice is submitted, the user might encounter an error and the processed status will be set to Paused With Error. Use the following procedure to resolve any error messages encountered while submitting an invoice.

1. Select the Main Menu icon.
2. Select My Networks in the header.
3. Select a [MPL Network] from the Select your Network drop-down in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select one of the following menu items depending on the orchestration used:
   •  Select Manufacturing - Supplier from the left menu.
   •  Select Manufacturing - Supplier from the left menu.
   •  Select Logistics - Provider from the left menu.
     Partners must have the correct roles assigned if using the Owner's instance of Multienterprise Information Network Tower.
7. Select Invoices.
8. Select the Filter button to find invoices in Processing, Processed, Preparing to Send, or Sending state.
9. Select Invoice number link in the results table.
10. View the following fields for error in the Transaction Information section: 
    • Process Status – Displays the status of the submitted transaction.
    • Last Transaction Error – Displays the error message.
11. Select the Edit button.
12. In the Transaction Information section, select Submitted from the Process Status drop drown.
13. Select the Save button.
    The invoices request is moved from Processing state to Sending state indicating that the invoice is submitted successfully.

If a transaction is successfully sent to a partner but an issue occurs on the partner's side (e.g. in their ERP system), the sender can avoid re-entering all the details by rolling back to a previous workflow state and resending the transaction, thus saving time and effort for both parties.

1. Select the Main Menu icon.
2. Select My Networks in the header.
3. Select a [MPL Network] from the Select your Network drop-down in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select one of the following menu items depending on the orchestration used:
   •  Select Manufacturing - Supplier from the left menu.
   •  Select Manufacturing - Supplier from the left menu.
   •  Select Logistics - Provider from the left menu.
     Partners must have the correct roles assigned if using the Owner's instance of Multienterprise Information Network Tower.
7. Select Invoices.
8. Select a Invoice number in Sent state.

9. Select the Edit button.

   The state of the invoice is automatically moved to Sending state.

10. Select the Move To button at the top of the screen.

    The submit status indicator circle is filled in with green to indicate the desired action upon selecting save.

11. Select the Save button.
    

    The invoice is submitted.
    

The statues of the invoice moves to Sent state.