Stop materials from being automatically added to invoices from purchase orders

Problem

When you receive a purchase order (PO), the materials on the PO are added to the invoice for the associated job. You want to stop this.

Solution

Stop materials from being automatically added to invoices from purchase orders

Note: The Option to add inventory items to invoices configuration is part of the Inventory module. If your account has the Purchasing module without the Inventory module, this configuration is not available. Contact Technical Support for details.

1. Go to the navigation bar and click Settings.

2. From the side menu, select Inventory.

3. Select Configuration.

4. Click the Inventory tab.

5. Uncheck the box next to Option to add inventory items to invoices.

6. Save your changes.

Stop materials from being copied to invoices for one purchase order type

To keep the Option to add inventory items to invoices configuration enabled and stop the copy behavior for a single PO type, clear the PO type setting instead.

1. Go to the navigation bar and click Settings.

2. From the side menu, select Purchasing or Inventory, then click Purchase Order Types.

3. Next to the PO type you want to change, click Edit.

4. Uncheck the box next to Copy Purchase Order items to Invoice when Received.

5. Click Save Changes.

Note: This setting does not apply to Requisition, Replenishment, or Consignment PO types.

Want to learn more?

• See Set up purchase order types

• See Add or edit inventory items on an invoice