The available sections and fields in the capture form depend on the administrative configuration. By default, the capture form contains, for example, the master data for the company and vendor, the agreed payment terms for invoices and net amounts. The fields in the Invoices section and under Line item data are also defined administratively.
If you wish to make changes to the fields displayed, please contact your administration.
In principle, editing the fields depends on the organization-wide configuration, the workflow step you are in and your permission. You can only edit the fields that you are authorized to edit.
Some editable fields are, for example, fields for net amounts or VAT (as a percentage). If you enter figures in these fields, calculations are usually performed automatically. In the Calculations section, for example, potential deviations are displayed.
If necessary, verify the individual sections of the invoice by clicking on the names of the sections to display additional fields. In some cases, you will also see the message Show more. This indicates that there are more fields that are not currently displayed.
If you click on a section to display additional fields, this view of the capture form is retained when you open the next invoice.
When you open a new invoice, some fields may already be filled with data. The data has either been taken directly from the master data or entered automatically. You can find out how to check automatically entered data here: Index an invoice manually
The data you enter is automatically saved in the invoice.
Tips for specific fields
If, for example, you cannot find any fields in the capture form under Payment term, click on Payment term in the ribbon to add the payment terms for an invoice manually. You can find more information here: Change the payment terms for an invoice
If you want to change the address data of a vendor for an invoice, e.g. because a different invoice address was specified on the invoice, click on Change address data in the ribbon. You must have the appropriate permission for the function to be displayed in the ribbon. For more information, see: Change the address data of a vendor
Things to know
The vendor data in the Vendor section is usually filled in automatically when the invoice is received if a vendor has been specified.
The vendor data (e.g. account data and address data) is primarily taken from the master data of your ERP system. If there is no corresponding master data for a vendor field, the field may be filled with data from other sources. For example, with data from document recognition, if available.
See also