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Accessing to the financial posting we will be able to find the following screen:
- GENERAL FIELDS
The General section details the header data of the document to be posted. It is important to fill in the first place the field Document Type, in order the system can extract proper information related with the invoice.
- FINANCIAL DATA - VENDOR
In the Vendor section you will see the data related to the vendor, items, taxes and invoice amount.
In the Document items, we enter the data for the item to be posted
In the Tax Positions, we enter the data of the taxes to be posted.
If the invoice has only one record for VAT percentage (for all lines reported), the Tax code field will be filled automatically according to the parameters set in the table /EDGE/EI_IT_COTV - Configurations VAT. If we mark the check "Apply tax on all items", the indicator will be filled automatically in all document items and tax positions.
Other posting data must be filled manually by the user.
- FINANCIAL DATA - PAYMENT
In the payment section, we can see and modify the terms of payment of the invoice.
- FINANCIAL DATA - WITHHOLDING TAX
In the withholdings section, we can see and define the invoice withholdings
From the posting screen, you can carry out the following actions
Manual Post: This option will navigate to transaction FB0 to make a manual posting of the document.
- Show XML: With this button you will be able to see the XML of the invoice.
- Save: You must press this button to save the data entered on the screen
- Simulate: You can use this button to simulate the posting and check if there is some mistake remaining before doing the posting.
- Post Document: You must press this button and the posting will be made. It is important to know that the correct order is first the Save button and afther that the Post Document button.
Once you press the Post Document button the invoice will be posted.
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