Turning your Purchase Order into an invoice
The following walk-‐through describes how to: • Turn a Purchase Order received from the buyer via Tradeshift and the Order Collaboration app into an invoice and forward it to the buyer via Tradeshift. • Use the document view in Tradeshift to see the link between the sent invoice and the original Purchase Order. -‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐
Flipping a Purchase order into an invoice.
Navigate to the confirmed and accepted Purchase order in the Order collaboration app in Tradeshift, 1. Choose The apps section in the left hand menu 2. Locate and click on the Order collaboration app 3. Locate the relevant Purchase Order 4.Using the search functionality if necessary
Flipping Purchase Orders into Invoices on Tradeshift
© Tradeshift 2015
Click on the “Invoice” button
This opens a draft Invoice in a separate Tradeshift tab, complete with all relevant information from the Purchase Order now included on the draft invoice.
Flipping Purchase Orders into Invoices on Tradeshift
© Tradeshift 2015
Once you have reviewed the Invoice information , you are ready to send the Invoice to Vesuvius.
Important note when sending an invoice Invoices created from a flipped Purchase Order are subject to the same Validation rules as scanned invoices, invoices created via the webui or sent via EDI. If any invoice fields which have are mandatory are not completed, it will not be possible to send your invoice and you will receive a warning indicating what needs to be completed. Please see “Vesuvius Poland Sp. Z O.O. specific Validation Rules.pdf” available from Step 5 on the Supplier landing page for a list of mandatory invoice information.
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Viewing your forwarded Invoice
Navigate to the documents in the left-‐hand menu:
Flipping Purchase Orders into Invoices on Tradeshift
© Tradeshift 2015
Locate the relevant invoice:
Here you can view the details of the invoice: 1. The original Purchase Order and when it was sent 2. When you forwarded the Invoice to the supplier 3. You can also view the original Purchase Order
Flipping Purchase Orders into Invoices on Tradeshift
© Tradeshift 2015
Now you should be able to: • Turn a Purchase Order received from the buyer via Tradeshift and the Order Collaboration app into an invoice and forward it to the buyer via Tradeshift. • Use the document view in Tradeshift to see the link between the sent invoice and the original Purchase Order. -‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐-‐
Flipping Purchase Orders into Invoices on Tradeshift
© Tradeshift 2015
