HSBC & Tradeshift eInvoicing PO Flip - Turning a ... AWS
HSBC & Tradeshift eInvoicing PO Flip - Turning a Purchase Order into an Invoice on the Tradeshift platform
| Confidential
Table of contents 1. Creating an Invoice from a Purchase Order – PO Flip 2. Auto-transfer of PO details to the invoice 3. Enriching the Invoice information 4. Real time validation of invoice information 5. Further support
2 | Confidential
Creating an Invoice from a Purchase Order
To “flip” the Purchase Order into an Invoice simply click the “Create Invoice” button
3 | Confidential
Auto-transfer of PO details to the invoice
Do NOT change the recipient during PO flip as it will fail validation . The Invoice should be issued to the same HSBC entity from which the PO was raised and forwarded
4 | Confidential
Details, such as Purchase Order Number, Quantity, Description, UOM, currency are copied from the PO and are used to create the invoice.
Enriching the Invoice Invoice Number
Once all the required fields are complete you can Preview the invoice or Send it
5 | Confidential
You may add up to 4 attachments of 3Mb each in one of the following formats Jpeg, Tiff, BMP, PNG, img, pdf.
Real time validation of invoice information
Tradeshift will highlight any corrections you need to make before sending the document
6 | Confidential
Further validation against the Purchase Order From January 2018 , HSBC is introducing further matching and validation against open purchase orders
Invoices which fail validation against the corresponding PO will show as “FAILED DELIVERY”. Click on the document to view the error messages
7 | Confidential
Carry out further corrections before resubmitting
Tradeshift will again highlight any corrections you need to make before re-submitting the document
8 | Confidential
For more information, please visit: https://HSBC.support.tradeshift.com/
9||Confidential Confidential
| Confidential
Table of contents 1. Creating an Invoice from a Purchase Order – PO Flip 2. Auto-transfer of PO details to the invoice 3. Enriching the Invoice information 4. Real time validation of invoice information 5. Further support
2 | Confidential
Creating an Invoice from a Purchase Order
To “flip” the Purchase Order into an Invoice simply click the “Create Invoice” button
3 | Confidential
Auto-transfer of PO details to the invoice
Do NOT change the recipient during PO flip as it will fail validation . The Invoice should be issued to the same HSBC entity from which the PO was raised and forwarded
4 | Confidential
Details, such as Purchase Order Number, Quantity, Description, UOM, currency are copied from the PO and are used to create the invoice.
Enriching the Invoice Invoice Number
Once all the required fields are complete you can Preview the invoice or Send it
5 | Confidential
You may add up to 4 attachments of 3Mb each in one of the following formats Jpeg, Tiff, BMP, PNG, img, pdf.
Real time validation of invoice information
Tradeshift will highlight any corrections you need to make before sending the document
6 | Confidential
Further validation against the Purchase Order From January 2018 , HSBC is introducing further matching and validation against open purchase orders
Invoices which fail validation against the corresponding PO will show as “FAILED DELIVERY”. Click on the document to view the error messages
7 | Confidential
Carry out further corrections before resubmitting
Tradeshift will again highlight any corrections you need to make before re-submitting the document
8 | Confidential
For more information, please visit: https://HSBC.support.tradeshift.com/
9||Confidential Confidential
