How do I update invoice entries to Materials Management?

Post inventory to Materials Management.

If the Materials Management interface is set up, you can use the information from the invoice to update inventory quantities and received dates to the Materials Management application.

Before you get started

Set up the Materials Management interface. See the help topic titled How do I turn on the Materials Management interface?

Updating invoice entries to Materials Management

1. Open Connect Accounts Payable > Invoices and Payments > Enter Invoices.

The Options form displays.

2. Find the section titled Inventory Options.

3. Click to select the checkbox titled Update Materials Management When Finished.

4. Select the Received Date.

Materials Management will record as the date the inventory was received.

Which date do you want to use as the received date?

I want to use the invoice input date as the received date. Use the Received Date menu to select Use the Input Date.
I want to use the invoice date as the received date. Use the Received Date menu to select Use the Invoice Date.
Prompt me to enter the received date for each item. Use the Received Date menu to select Specify for Each Inventory Item.

5. Click OK.

When you finish entering an invoice, Connect will update the inventory items in the Materials Management application.

Updating invoice entries to Materials Management

1. Open Connect Accounts Payable > Invoices and Payments > Enter Invoices.

2. Click Options (F12).

The Invoices Options form displays.

3. Find the section titled Inventory Options.

4. Click to select the checkbox titled Update Materials Management When Finished.

5. Select the Received Date.

Materials Management will record this date as the date the inventory was received.

Which date do you want to use as the received date?

I want to use the invoice input date as the received date. Use the Received Date menu to select Use the Input Date.
I want to use the invoice date as the received date. Use the Received Date menu to select Use the Invoice Date.
Prompt me to enter the received date for each item. Use the Received Date menu to select Specify for Each Inventory Item.

5. Click OK.

When you finish entering an invoice, Connect will update the inventory items in the Materials Management application.

Are the input date and invoice date stored in the same field?

No, the Input Date and Invoice Date are stored in two separate fields. So when you edit an invoice, you will need to use the date that you selected as the Received Date. For example, if you selected the Input Date as the Received Date, you will need to enter the Input Date to edit the invoice and not the invoice date.