Add purchase-invoice line items
Enter item, quantity, price, tax and discount lines.
Exact navigationAdmin Area → Purchase → Invoices → New/Edit → Items
Before you begin
- Use an account with purchase_invoices capability and invoice status capability where applicable and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide covers
Enter item, quantity, price, tax and discount lines. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Exact step-by-step process
- Open Admin Area → Purchase → Invoices → New/Edit → Items.
- Choose the New, Add, Create or Start action exposed on that screen.
- Complete the required fields described below and review any linked record, currency, tax, approval or recipient selection.
- Save or submit the form once; correct any validation message rather than bypassing it.
- Open the resulting record and verify its number, status, totals, files, activity and downstream links.
Fields, choices and supported possibilities
Invoice headerVendor, contract, purchase order, invoice number, date/due date, currency/rate and payment status.
Invoice linesItems, quantity, rate, tax, discount and totals.
SettlementPayments, batch payments, attachments, recurrence where exposed, expiry notification and linked debit applications.
Item masterCommodity/item code, description, group/subgroup, unit, purchase price, tax and purchase eligibility.
Vendor-item mappingVendor, group and selected item list, shared visibility and vendor-specific values where exposed.
Files/importAttachments, spreadsheet import rows, validation errors and generated barcode/code.
Code-backed validations and workflow rules
- Purchase-invoice status changes require the dedicated invoice status capability.
- Payment labels include Unpaid, Partially paid and Paid.
- Item and vendor-item operations use separate capability groups.
- Spreadsheet imports can create an error file for rejected rows; review it before retrying.
Expected result and verification
- The supported add purchase-invoice line items flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.