Vendor entry instructions are managed on vendor records and automatically appear when creating invoices and credit memos. When a vendor has entry instructions, the system displays them in the AP transaction so they can be reviewed at the time the transaction is created.
Entry instructions display differently depending on where the transcation is created.
Entry Instructions on the Vendor Record
Entry Instructions are maintained in the Payment & accounting section of the Vendor form. The text that is entered on the vendor record is displayed on AP invoices and credit memos.
Entry Instruction Views
Sales and Inventory View
In the Sales and Inventory view of the AP Invoices and credit memos, the vendor entry instructions appear beside the Details tab. When applicable, the notice also displays alongside AP invoice alerts or unlinked item notices. Hover over the notice to view the instructions.
Accounting View
In the Accounting view of the AP invoices and credit memos, entry instructions are displayed above the Details section.
Draft Transaction View
In the Draft Transaction that is accessed from Documents to process, the entry instructions are displayed below the invoice date and due date.
New AP Invoice Record Experience View
On the new AP invoice record experience, entry instructions appear at the top of the form in the General Information section.
