===== Vendor Invoices - Payable Grid =====
{{entry>0;Vendor Payable Grid;-}} 
The payable grid invoice allows the entry of [[cats:procedures:invoices:vendorinvoices|Vendor Invoices]] using a grid-style entry that can be more efficient when entering an invoice for a large number of costing items.

==== Creating a Vendor Grid Invoice ====

CATS uses a special invoice type (VV) to identify the payable grid type. Other invoice types will use the standard dialog interface for adding items. Below are the steps necessary to create a new vendor grid type invoice.

=== Step 1. Add Vendor Invoice ===
From the main menu, go to **Invoices > Invoice Preparation > Add >Vendor**.
[{{:cats:procedures:invoices:vendorinvoice_accessaddmenu.png?|Access vendor invoice menu}}]

=== Step 2. Select Invoice Type ===
Select invoice type **Vendor Payable Grid** and press **Continue**.

<note>If the invoice type **VV** - **Vendor Payable Grid** is not available it needs to be created. You can create a new [[cats:procedures:invoices:invoicetypes|invoice type]] by going to **Accounting > Invoice Types**.</note>

[{{:cats:procedures:invoices:vendorinvoice_selectvendorpayablegrid.png?|Select vendor payable grid}}]

=== Step 3. Enter Invoice Information ===
Enter the vendor account code, vendor invoice number, the invoice date, and (optionally) the contract number.
[{{:cats:procedures:invoices:vendorinvoice_createnewvendorgrid.png?|Create a new vendor invoice}}]
Select Apply to continue and CATS will create the invoice and show you the invoice review screen.

==== Accessing the Items Grid ====

On the main invoice screen, select **Invoice Item > Add Item** from the menu.
[{{:cats:procedures:invoices:vendorinvoice_addinvoiceitem.png?|Add invoice items}}]

This will bring up a list of all the items on the invoice. It is possible to add, edit, and delete each item.

==== Items Grid Features ====
[{{:cats:procedures:invoices:vendorinvoice_addcopydeletemenubar.png?|Menu bar options to add, copy, delete or use tools on invoice items}}]

The following menu items are available on the items grid:
  * **Add** - Add a new blank item to the list.\\ 
  * **Copy** - Copy the currently selected item and create a new entry.\\ 
  * **Delete** - Delete the currently selected item.\\ 
  * **Tools > Import from Traffic Report** - Import a list of entries using the result of a traffic report.\\ 
  * **Tools > Set Price** - apply a single price to the items in the list.

===Add===
Line items can be added manually by selecting **Add** from the top menu. Fill in the purchase contract number and select the purchase item the line item will apply to (if only one item is present on the contract that item will be entered automatically). 

Enter the cost-code and the GL#. You can also enter the total price for that line item.

[{{:cats:procedures:invoices:vendorinvoice_addinvoiceforvendorgrid.png?|Add invoice items for the vendor grid}}]

<note tip>By default a number of blank entries are added to the list automatically. Blank entries (those with no contract and no cost code) will not be applied to the invoice.</note>

===Copy===
Select **Copy** from the menu to copy an the currently selected line item. This will create a duplicate entry. Depending on the type of invoice, you may want to change the contract, price or cost-code information.

===Delete===
Select **Delete** from the menu to remove the currently selected line item.

==== Import Line Items from a Traffic Report ====
To import items from a traffic report, go to **Tools > Import from Traffic Report**.
[{{:cats:procedures:invoices:vendorinvoice_toolsimportfromtraffic.png?|Import from Traffic Report}}]
Enter the cost code and GL number and press **Apply**.
[{{:cats:procedures:invoices:vendorinvoice_addcostcodeandgl.png?|Add cost code and GL account}}]
You will return to the invoice items screen. Here you will see the items from the traffic report that you have added.
[{{:cats:procedures:invoices:vendorinvoice_toolsimportfromtraffic.png?|Items from the traffic report that have been added to this vendor payable grid}}]
==== Apply a Total Amount ====
To apply a total amount to these invoice items that you added, go to **Tools > Set Price**. 
[{{:cats:procedures:invoices:vendorinvoice_toolssetprice.png|Set price on invoice items}}]

=== Type ===
This determines the mechanism CATS will use to apply the entered price to the items.
  * **Weighted average**: applies the price across all items based on the total weight of the items.
  * **Average**: applies the average price across all items. 
  * **Per Item**: applies the price as entered to each item.
  * **Per Pound**: calculates a total price using the price entered as a price-per-pound price.

<note>You can adjust the entries after the price has been applied.</note>

=== Total Amount ===
Enter the amount to apply to the items on the invoice.

=== Apply amount to entries for one cost code ===
Restrict the amount applied to only a certain cost code. Uncheck to apply the total amount to all items.

=== Cost code ===
Specify the cost code to apply the total price to.
[{{:cats:procedures:invoices:vendorinvoice_addpricetoentries.png?|Add price to entries}}]

Select **Apply** to apply the total price to the items. 

<note important>Any pricing information already entered on the items will be overwritten.</note>

==== Finishing Up ====

Once you have finished with your entries, select **Exit** from the menu to return to the invoice screen. The entries will be rendered on the screen as normal invoice items. 

[{{:cats:procedures:invoices:vendorinvoice_itemsoninvoice.png?|Items shown on invoice}}]

<note>You can work with, edit, and delete invoice items on a vendor payable grid type invoice as normal.</note>

Vendor invoices need to be printed and posted to the General Ledger just as purchase and sales (inventory) invoices do. You must print an invoice before you can post it. [[cats:procedures:invoices:vendorinvoices|Printing and Posting Invoices]]

{{tag>"vendor payable grid"}}