Invoices (API Functions, Preview)
The list ITscope Invoices shows every invoice and credit memo the document feedback has read from the distributors' invoice documents — with amounts, charges and the state of the three-way match. The invoice is posted on the purchase order; the list shows what the distributor invoiced.
Opening the Page
- Dashboard → Invoices (only with the API functions switched on)
- Search: ITscope Invoices
- ITscope Order (card) → ITscope Invoices
- Posted purchase invoice or vendor ledger entries → action group ITscope → ITscope Invoice (see Document Navigation)
Fields
| Field | Meaning |
|---|---|
| Purchase Order No. | The purchase order the invoice belongs to |
| Invoice ID | The distributor's invoice number. With Auto Update Purchase Order it becomes the order's Vendor Invoice No. |
| Credit Memo | The document identifies itself as a credit memo. Credit memos are never posted automatically |
| Invoice Date | Becomes the order's posting and document date once no line is waiting for goods any more |
| Due Date | Becomes the order's due date; empty if the invoice names none |
| Currency Code | The invoice currency, as reported |
| Net Amount / Tax Amount / Gross Amount | The amounts of the invoice. The three-way match compares the net amount with the order |
| Charge Amount | The sum of the charges — freight, insurance, packaging and others |
| Charges Added | The charges are on the order as item charge lines. Tracked per invoice, so that a second partial invoice adds its own |
| Hub Match Completed | The hub's three-way match has confirmed the invoice; it is not run again |
| Last Match Failure | Why the last match rejected the invoice — empty once it passes |
| Imported At | When the invoice document was processed |
Actions
| Action | Description |
|---|---|
| Download Invoice PDF | Downloads the invoice as a PDF from ITscope — see below |
| ITscope Order | Opens the card of the ITscope order |
| Posted Purchase Invoice | Opens the purchase invoice this invoice was posted as — enabled once it exists |
| Serial Numbers | The serial numbers for the order of this invoice |
| Deal Documents | The deal documents of the order, the original invoice document among them |
The Invoice PDF
The distributor reports the invoice as an OpenTrans document: easy to process, awkward to file. Download Invoice PDF fetches the same invoice as a PDF, the way ITscope presents it — the document to file or forward.
- The action is also available where the invoice is looked for later: on the posted purchase invoice (card and list) and in the vendor ledger entries, there as Download ITscope Invoice PDF.
- Every download costs one API call (category Documents in the API usage).
- The PDF is not stored in Business Central. What is kept is the OpenTrans original in the deal documents; the PDF can be fetched again at any time.
- ITscope delivers the PDF for the transaction of the invoice document. The connector takes it from the archived invoice document with the same invoice number — this also works for invoices that were read in some time ago. If the document is missing from the deal documents, for example because a retention policy deleted it, Sync Documents Now on the ITscope order fetches it back.
Match and posting
How an invoice is matched and — with Auto Post Invoice — posted is under Invoice and Credit Memo.