Electronic Invoicing Explanation
Previous Top Next

Electronic Invoicing also known as EDI Invoice Processing allows you to collect invoices and credit notes from suppliers that you are set up to trade electronically with.  The Electronic Invoicing program on Power-Gx checks the invoices against your purchase orders to ensure you have been correctly invoiced, and allows you to post them directly onto the Purchase Ledger.

Please contact Calidore and your supplier if you wish to be set up for electronic invoicing. 

The EDI invoicing process:
1.   Dial into your suppliers system via your EDI link to the collect invoices and credit notes they have prepared for you. 
2.   You can only collect invoices and credit notes for the current month that your Purchase Ledger is in. 
3.   They sit in a temporary area until you choose to resolve them.
4.   The system tries to match invoices with p/o details, highlighting any lines that it cannot reconcile.  This may be due to wrong price, quantity or product code. 
5.   The purchase ledger can be updated at any time but invoices and credit notes that are not resolved are posted as being on query.  You should always review and unquery all invoices you agree with before you update the ledger, so that only invoices with genuine queries are loaded to the ledger marked as queried. 
6.   From Supplier Transaction Enquiry, you can view and print an electronic invoice or credit note.  You can also unquery invoices or credit notes that were updated to the ledger as being under query.
7.   Queried invoices cannot be selected for payment in Auto-payments or manual Payments Made.  You need to unquery them first.