Purchase Invoices

Purchase Invoices record invoices received from suppliers for work or services provided to the OMC. Each invoice is coded to one or more budget codes and must be approved before payment is authorised. The invoice approval workflow provides a clear audit trail of who approved what and when.

Invoices can be credited if they were posted in error — the Credit Invoice action creates a matching credit note. If a supplier has a credit note on account, the Allocate Credit To Invoices action applies it against outstanding invoices.

List View

Column	Type	Description
Reference	number	The system reference number for this purchase invoice.
Type	picklist	The transaction type (Invoice, Credit Note, Cash Purchase, etc.).
Supplier	picklist	The supplier who issued this invoice.
Supplier Reference	text	The supplier's own invoice or reference number.
Transaction Date	date	The date of this purchase invoice.
Services From	date	The start date of the service period covered by this invoice.
Services To	date	The end date of the service period covered by this invoice.
Total	number	The total invoice amount.
Outstanding	number	The amount still unpaid on this invoice.
Notes	longText	Internal notes about this purchase invoice.
Attached Invoice	text	The invoice document attached to this record.
Approved For Payment	dateTime	The date and time this invoice was approved for payment.
Approved By	text	The team member who approved this invoice for payment.

Detail View

Field	Type	Description
Reference	number	The system reference number for this purchase invoice.
Type	picklist	The transaction type (Invoice, Credit Note, Cash Purchase, etc.).
Supplier	picklist	The supplier who issued this invoice.
Supplier Reference	text	The supplier's own invoice or reference number.
Transaction Date	date	The date of this purchase invoice.
Services From	date	The start date of the service period covered by this invoice.
Services To	date	The end date of the service period covered by this invoice.
Total	number	The total invoice amount.
Outstanding	number	The amount still unpaid on this invoice.
Notes	longText	Internal notes about this purchase invoice.
Attached Invoice	text	The invoice document attached to this record.
Attached Files	grid	Manage files attached to this purchase invoice.
Approved For Payment	dateTime	The date and time this invoice was approved for payment.
Approved By	text	The team member who approved this invoice for payment.
Purchase Details	grid	The expense allocation lines — how the invoice total is distributed across budget codes and schedules.
Account	picklist	The expense budget code this line is charged to.
Schedule	picklist	The lease schedule this expense is allocated to.
Amount	number	The amount allocated to this line.
Description	text	Description for this line item.
delete	icon	Click to remove item from list
Payments Made	grid	Payments and credits applied against this invoice.
Type	picklist	The type of payment or credit transaction.
Ref	link	Reference number of the payment transaction.
Date	date	Date of the payment.
Amount	number	Amount applied.
Notes	longText	Notes on this payment.
	text	Visual spacing column.

Available Actions

thumb_up

thumb_down

assignment_returned

folder_match

Action	Description
thumb_up Approve
thumb_down Remove Approval
assignment_returned Credit Invoice
folder_match Allocate Credit To Invoices

Examples

No scenarios available.