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Create New Bill

The Create New Bill form you see is a search form that provides you with convenient options.

 

General Overview

First, click on the Purchases topic in the Main Menu.  Then click on New Bill.  Now a form appears with the label, "Find the Vendor for this Bill." This is a search form that you may use to find the Vendor involved in the Bill.  Once you have selected that Vendor, all of the appropriate data from that Vendor will automatically populate the fields of the Bills form for you.  Now you only have to enter the remaining data to complete the Bills form before taking an Action such as Posting it.

 

When you are Entering an Bill, you may either be Entering a new Bill for a New Vendor, or, Entering a new Bill for an Existing Vendor.  Both situations are described next.

 

Entering a new Bill with a New Vendor

First, click on the Purchases topic in the Main Menu.  Then click on New Bill.  Now a form appears with the label, "Find the Vendor for this Bill." This is a search form that you may use to find the Vendor involved in the Bill.  Since this is a New Vendor, click on the New button in the upper left hand corner section of the form. You will now be brought to the Vendor form to add this new Vendor.  See: Adding Vendors.  Once you have added the Vendor data in the Vendor form, you will be able to quickly return to Entering your Bill by clicking on the Initiate Transaction button in the Vendor form.  When you click on the Initiate Transaction button, you may select Create New Bills.

 

Now, all of the appropriate data from that Vendor will automatically populate the fields of the Bills form for you.  The next step is the entering of the remaining data to complete the Bills form before taking an Action such action Posting it.  See: Adding Bills.

 

Entering a new Bill with an Existing Vendor

First, click on the Purchases topic in the Main Menu.  Then click on New Bill.  Now a form appears with the label, "Find the Vendor for this Bill." This is a search form that you may use to find the Vendor involved in the Bill.  See: Find.  Once you have selected your Vendor, all of the appropriate data from that Vendor will automatically populate the fields of the Bills form for you.  The next step is the entering of the remaining data to complete the Bills form before taking an Action such action Posting it.  See: Adding Bills.

 


Related Topics

Adding Bills

Bills Overview

Adding Vendors

Find