We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
A/P invoices
Pane A: Categories
Here you can see 3 folders for the different statuses that an A/P invoice can have.
Open: Here you can find all A/P invoices that have not yet been posted. At this point, you can still make changes to the A/P invoice.
Posted: Invoices that have been posted cannot be edited. The entered purchase prices directly influence the average purchase price in the item master data of the posted line items. However, posted invoices have not yet been paid and may have to be approved for payment.
Completed: A/P invoices receive the status Completed when they have been marked as paid.
Pane B: Search and filter options
Here you can filter the A/P invoices or search for specific invoices.
Invoice ID: Here you can enter a specific invoice ID to search for it. You can use both the external document number and your internal invoice ID.
Item/Sales order: Here you can look for the name of an item, its SKU or a sales order ID.
All suppliers/Supplier selection: Here you can select whether you want to display the invoices of all suppliers or of a specific supplier.
Date filter: Here you can set a specific time period for displaying invoices.
Pane C: List of A/P invoices
Here you can view all A/P invoices that match the selected status and filter.
Pane D: Toolbar
New: Creates a new A/P invoice for which you can enter all data manually. This option is useful for A/P invoices that have not been generated on the basis of purchase orders from JTL-Wawi.
Open: Opens a selected A/P invoice for editing (status Open) or for viewing (status Posted and Completed).
Pay: Opens the Paying A/P invoices dialogue box. Here you can specify how and when what amount was paid. The requirement for this is that the Approved for payment option is activated for the invoice. Fully paid invoices automatically change to the status Complete.
Delete: Deletes a selected invoice from the list. Information, such as the last purchase price for the item, is retained.
Additional costs administration: Opens the Additional costs administration.
Pane E: A detailed view of A/P invoices
Here you can see all items of an A/P invoice. Right-clicking opens the context menu.
Open item: Opens the item master data of the selected item.
Copy cell content: Depending on which cell you right-click on, you can copy the contents of the corresponding row to the clipboard.
Pane F: List of included orders
Here you can see all purchase orders that are included in an A/P invoice. Right-clicking opens the context menu.
Open: Opens the purchase order.
Copy cell content: Depending on which cell you right-click on, you can copy the contents of the corresponding row to the clipboard.