Working on Auto Invoice | Scribe

    Working on Auto Invoice

    • Spice Admin |
    • 20 steps |
    • 3 minutes
    1
    As per trading partners requirements, Spice Web Order Management Portal can generate Invoices for end users. They are - Auto Invoice - Auto Invoice refers to the invoice which follows standard flow and will be generated based on submitted ASN. - Direct Invoice - Direct Invoice refers to the invoice which can be directly submitted based on order details without any shipment.

    AUTO INVOICE

    2
    Navigate to Portal <https://womsdemo.spiceinsight.io/AutoInvoice>
    information ordinal icon
    Tip! Once user Submitted the ASN (Partial/Complete). WOMS creates an Invoice for the Submitted ASNs.
    3
    User can access all the invoices generated for submitted ASN's from the left navigation panel. Click on "**Invoices**" to see the recently created Invoice on top.
    4
    Click On **Document Type**, **Customer PO** or Clicking on three dots at the end of the documents and select **View/Edit** to open the auto Invoice for further processing.
    5
    Enter the details in the mandatory fields in **Shipment Details** page.
    Enter the details in the mandatory fields in **Shipment Details** page.
    6
    Click on **Charges & Allowances** tab to add charges or allowances to the Invoice.
    7
    Click on green (**\+**) to add allowance/charges tab.
    8
    If allowance is selected from the indicator drop down. Enter all the mandatory fields for **Allowance**.
    If allowance is selected from the indicator drop down. Enter all the mandatory fields for **Allowance**.
    9
    - To add an additional **Allowance/Charges** tab, click on the green (**\+**) icon. - If **Charges** is chosen from the indicator drop-down menu. - Fill in all the mandatory fields for **Charges**. - The system offers predefined codes in the **Charges/Allowance code** that can be selected. - Users have the option to input either **Percentage** or **Amount** values. - When an **Amount** is entered, the system will automatically calculate the corresponding **Percentage**, and conversely, if a **Percentage** is entered, the system will calculate the **amount** automatically.
    - To add an additional **Allowance/Charges** tab, click on the green (**\+**) icon. - If **Charges** is chosen from the indicator drop-down menu. - Fill in all the mandatory fields for **Charges**. - The system offers predefined codes in the **Charges/Allowance code** that can be selected. - Users have the option to input either **Percentage** or **Amount** values. - When an **Amount** is entered, the system will automatically calculate the corresponding **Percentage**, and conversely, if a **Percentage** is entered, the system will calculate the **amount** automatically.
    10
    11
    To enter tax details into the invoice, please click on the **Tax Information** tab.
    12
    By clicking on **TAX JURISDICTION** users can access and view all available tax options. - **Ship to Location** - Tax will be automatically added based on provided **Ship To** location. - **Bill to Location** - Tax will be automatically added based on provided **Bill To** location. - **Other Location** - We have provided list of location for user to select from. - **Exempt Taxes** - To exempt tax user can select this option. - **Alternate Tax Jurisdiction**
    By clicking on **TAX JURISDICTION** users can access and view all available tax options. - **Ship to Location** - Tax will be automatically added based on provided **Ship To** location. - **Bill to Location** - Tax will be automatically added based on provided **Bill To** location. - **Other Location** - We have provided list of location for user to select from. - **Exempt Taxes** - To exempt tax user can select this option. - **Alternate Tax Jurisdiction**

    Ship To Location

    13
    When you select **SHIP TO LOCATION** in tax jurisdiction, our system will verify the region provided in the Order's **Ship to** location. In the below example, the address received includes **Ontario (Canada)** as the state, which is why our system automatically added the standard **GST** at a rate of **13%** to the invoice.

    Bill to Location

    14
    Similar to **SHIP TO LOCATION,** if user selects the **BILL TO LOCATION** in Tax Jurisdiction, our system will verify the region provided in the Order's '**Bill to** location. In the below example, the address received includes **Ontario (Canada)** as the state, which is why our system automatically added the standard **GST** at a rate of **13%** to the invoice.\ Click on BILL TO LOCATION
    Similar to **SHIP TO LOCATION,** if user selects the **BILL TO LOCATION** in Tax Jurisdiction, our system will verify the region provided in the Order's '**Bill to** location. In the below example, the address received includes **Ontario (Canada)** as the state, which is why our system automatically added the standard **GST** at a rate of **13%** to the invoice.\ Click on BILL TO LOCATION

    Exempt Taxes

    15
    User can select **EXEMPT TAXES** add **Tax Exemption Code** in Tax Jurisdiction if they don't want any Tax to be calculated for the Invoice.
    User can select **EXEMPT TAXES** add **Tax Exemption Code** in Tax Jurisdiction if they don't want any Tax to be calculated for the Invoice.