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Add an Invoice
Add an Invoice
Select the field below the
Inv. #
column of the grid and enter the invoice number.
Select in the field below the
Vendor
column of the grid and select a vendor from the picklist.
Select the field below the
Shipper
column and enter the name of the shipper.
Enter the invoice total in the field below the
Inv. Total
column.
Enter the due date in the field below the
Due Date
column, in MM/DD/YYYY format.
Enter any invoice terms in the field below the
InvoiceTerms
column.
Select
Add
.
The invoice is saved to the grid.
NextGen® Medication Inventory Control Help 10.6.3.0
Update Invoice Information
You can update an invoice total, due date or terms. Select the invoice from the grid. The information fills into the fields below the grid. Change the invoice total, due date, or terms by editing the entries in those fields. Select Update. The updates are saved to the grid. Parent topic: Invoice Panel
NextGen® Medication Inventory Control Help 10.6.3.0
Filter the Invoice Grid
The invoice grid shows unpaid invoices by default. You can select the Paid or All option above the grid to show paid invoices or all invoices respectively. Parent topic: Invoice Panel
NextGen® Medication Inventory Control Help 10.6.3.0
Mark an Invoice as Paid
Once an invoice has been paid, you can mark it paid in the invoice grid. Select the invoice from the grid. Select the Mark as Paid button. The invoice moves to the list of paid invoices. To see it, select the Paid option. Parent topic: Invoice Panel
NextGen® Medication Inventory Control Help 10.6.3.0
Add a Vendor
When adding vendors to the grid, only the name and phone number are required. Select the field below the Vendor column of the grid and enter the vendor’s name. Select the field below the Phone # column of the grid and type in the vendor’s phone number. To include other information for the vendor, select the fields to type it in. Note: You can enter the lead time in the field below the Lead Time column of the grid. Lead time is how long before you expect to need inventory that you should order it to ensure receipt of the inventory before levels are below par. Select Add to save the vendor information to the grid. Parent topic: Vendor Setup
NextGen® Medication Inventory Control Help 10.6.3.0
Add Invoice Information
You can enter invoice details to add non-vaccine medications to the medication inventory. The Vendor, Cost, and Invoice # fields appear below the medication grid if the Require Invoice #s for Items check box is selected on the Invoice Configuration template, and you select the Add option in the Medication Inventory panel on the Inventory Management template. After entering the details of the medication, you can add values in these fields. Select the Vendor field, select a vendor from the vendors window, and then select OK. In the Cost field, enter the cost of the medication. Select the Invoice # field, select the appropriate invoice number from the invoice window, and then select OK. The invoice details are added to the medication. Parent topic: Add Medications to the Inventory Manually
NextGen® Medication Inventory Control Help 10.6.3.0
Add an Item to a Picklist
You can add an item to any grid that is set to Active. This adds the item into the picklist. Select the field below the grid and type the picklist entry. Select Add to save it to the grid. To clear the field, select the Eraser button to the right of the field. Parent topic: Configuring Source Types
