› Invoice lines › Create invoice lines

Create invoice lines

You can either:

  • Use a Distribution Set to automatically pro-rate the invoice total over the Distribution List (new invoices only). You see all Distribution Sets that are set up and enabled in Oracle/ERP.

  • Enter invoice lines manually.

Use a distribution set for new invoices

  1. After you create your new invoice and add the header information, navigate to the Invoice Overview page. On the Assign a Distribution Set list, select a <Distribution Set> and click Apply.
    SSI automatically creates an invoice with the correct lines and costs.
  2. Click Invoice List to return to the Invoice List page.

    Your invoice is now ready to submit. See Submit invoices.

Enter invoice lines manually

  1. On the Invoice Overview page, click Add a new Invoice Line. The New Invoice Line page appears and automatically populates the Amount Undistributed Line Number and Accounting Date fields.
  2. Enter the data for this invoice line and click Save.

    The fields on the New Invoice Line page vary depending on your system, but can include:

    Line Type

    The distribution type for this line. For example, a distribution may be a cost for an product or a freight charge.

    Tax fields

    The tax fields depend on your Oracle configuration.

    Distribution Amount

    The <cost> of the distribution for this invoice line. The field name displays the currency for this invoice.

    Accounting Date

    The date the invoice was entered into accounting. This date can differ from the Invoice Date.

    Account Fields or Project Fields

    Your configuration can include either or both groups of fields. You must enter data in at least one of these groups. If there is data in both groups of fields, SSI uses the information in the Project Fields.

    Descriptive Flex Fields

    Additional customizable fields for information specific to your organization.

    Description

    The optional user-supplied description of the line item. For example, "laser printer".

    Project Master Lines

    Additional custom fields.

    Fields marked with a * are required.

    The Invoice Overview page lists the new <Invoice Line>.

  3. Enter additional invoice lines as needed.

    When you are done, the sum of the invoice lines should equal the Invoice Total, and the Amount Undistributed should be 0, unless your administrator has configured Oracle to automatically calculate tax.

  4. Click Invoice List to return to the Invoice List page.

    Your invoice is now ready to be submitted. See Submit invoices.