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Invoice Agreement


This documentation is incomplete.

An invoice agreement is a long-term contract between an organization and its suppliers on various products and related conditions (price, payment term, delivery terms, etc.). You can use invoice agreements to get (better) prices from a particular supplier for a specific list of products/services without committing them to precise purchase quantities. The primary difference between an invoice agreement and a purchase agreement is that invoice agreements don't involve order or delivery. Thus, invoice agreements are primarily used for service and non-inventory items.

In inoERP, an invoice agreement lists products/services purchased from a supplier with a given price for a specific duration of time (Ex: Fixed monthly rental on machines/buildings/vehicles). You can convert an agreement to an invoice from the agreement screen or use the convert agreement to the invoice screen. In the "convert agreement to the invoice" screen, you can select specific lines of the agreement to be converted. However, if you convert an agreement to an invoice agreement from the agreement screen, the system will copy all the lines on the agreement to the invoice agreement.

an invoice agreement consists of

  • Header
  • Line

To create an invoice agreement, you need to enter Business Unit information, supplier, supplier site, and currency. An invoice agreement header contains the necessary information for the items requested on the invoice agreement. When converting an invoice agreement to order, the system copies all the header level information to the invoice.

To view/create/update an invoice agreement, navigate to the "invoice agreement" search screen from your dashboard/favorite.

Enter the organization/invoice agreement details or any other criteria in the search form and click on the search button to view an existing invoice agreement.
Click on create a new button to create a new invoice agreement; by manually entering all the information, Copy an existing invoice agreement to a new invoice agreement is always better than manually entering all the data to create a new invoice agreement. The application lets you update all the details before confirmation; you can configure which fields are view-only after the confirmation.

If you don't enter organization/supplier details, the system will show you all the invoice agreements. If your organization has configured to make any field mandatory for search, then you have to enter those fields to search invoice agreements.
The application will fetch all the server data and take you to the search result screen. The search result screen looks a bit different on desktop and mobile devices.

To view the search result in a table format, click on the table icon available on the bottom left corner.

To open a specific invoice agreement, click on the menu of that record, and click on view/fetch & view.

You can also click on the expand icon against any item on the search result screen to view the invoice agreement header details such as invoice agreement number, quantities, start date, status, etc.

The system will fetch all the data related to the selected invoice agreement. The invoice agreement details are shown either right to the search result screen or in a separate screen, depending on the device size.

Scroll left, right, up, down to view all the details. The invoice agreement line and details are shown in a separate tab. The default configuration shows fields in various functional groups such as

  • Finance
  • Entity
  • Reference
  • Data
  • Control
  • Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

All Fields
NameSequenceLabelInputTypeField Group
10vvBuOrgBu OrgdeferredSelectENTITY
10vvBuOrgCodeBu Org CodedeferredSelectENTITY
20vvSupplierNumberSupplier NumberdeferredSelectDATA
30vvSupplierNameSupplier NamedeferredSelectENTITY
40vvSupplierSiteNumberSupplier Site NumberdeferredSelectDATA
50vvSupplierSiteNameSupplier Site NamedeferredSelectENTITY
60vvPaymentTermPayment TermdeferredSelectFINANCE
70vvPaymentTermDescriptionPayment Term DescriptionInputType.textFieldFINANCE
80vvHeaderAmountHeader AmountInputType.textFieldFINANCE
90vvHeaderTaxAmountHeader Tax AmountInputType.textFieldFINANCE
100vvHeaderDiscountAmountHeader Discount AmountInputType.textFieldFINANCE
110apAgreementHeaderIdAp Agreement Header IdInputType.numberREFERENCE
120srcEntityNameSrc Entity NamedeferredSelectDEFAULT
130srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
140buOrgIdBu Org IddeferredSelectREFERENCE
150transactionTypeTransaction TypeInputType.selectCONTROL
160agreementNumberAgreement NumberInputType.textFieldDATA
170docNumberDoc NumberInputType.textFieldDATA
180supplierIdSupplier IddeferredSelectREFERENCE
190supplierSiteIdSupplier Site IddeferredSelectREFERENCE
200hrEmployeeIdHr Employee IdInputType.textFieldREFERENCE
220shipToIdShip To IddeferredSelectREFERENCE
230billToIdBill To IddeferredSelectPLANNING
240payGroupPay GroupInputType.textFieldFINANCE
250paymentTermIdPayment Term IddeferredSelectREFERENCE
260paymentTermDatePayment Term DateInputType.dateDATE
270paymentMethodPayment MethodInputType.textFieldFINANCE
280taxControlAmountTax Control AmountInputType.textFieldFINANCE
290exchangeRateTypeExchange Rate TypedeferredSelectCONTROL
300exchangeRateExchange RateInputType.textFieldFINANCE
310exchangeRateDateExchange Rate DateInputType.dateDATE
320dueDateDue DateInputType.dateDATE
330docCurrencyDoc CurrencydeferredSelectFINANCE
340transactionStatusTransaction StatusInputType.dateCONTROL
350documentNumberDocument NumberInputType.numberDATA
360approvalStatusApproval StatusInputType.selectCONTROL
370referenceTypeReference TypeInputType.textFieldCONTROL
380referenceKeyNameReference Key NameInputType.textFieldREFERENCE
390referenceKeyValueReference Key ValueInputType.textFieldREFERENCE
400poHeaderIdPo Header IdInputType.numberREFERENCE
450docStatusDoc StatusInputType.selectCONTROL
460glAcProfileHeaderIdGl Ac Profile Header IddeferredSelectREFERENCE
470glPeriodIdGl Period IdInputType.numberREFERENCE
480docRequestorTypeDoc Requestor TypeInputType.selectCONTROL
5410createdByCreated ByInputType.textFieldREFERENCE
5420creationDateCreation DateInputType.dateTimeREFERENCE
5430lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5440lastUpdateDateLast Update DateInputType.dateTimeREFERENCE


You can add multiple lines to each invoice agreement header. Each invoice agreement line contains an item, UOM, product description, quantity, line number, unit price, etc.

Navigate to the lines tab to view/add/update lines.
Click on the add new entity to add a new line. If a line already exists, click on copy entity to copy all the details. You can enable/disable fields allowed to be copied in the menu configuration.

Line Number: Line number is a mandatory field. Enter a numeric value for the line

Line Quantity: Line quantity is a mandatory field. Enter a numeric value for the line quantity. The system will copy the line quantity to the invoice when the agreement is converted to an invoice.

Agreement Quantity: The total agreement line quantity. The system tracks the usage of the agreement quantity, and all the converted/released quantities are shown in the released qty field.

Released qty is a read-only field.

The reference groups show various ids for reference only. You don't need to enter any information in this section. When you save an invoice agreement for the first time, the system will auto-populate the newly created header id and line ids.

Enter the line type in the control section. The information flows to downstream documents such as an invoice.

In the finance section, enter the unit price. The system calculates the line price by multiplying the unit price with quantity. The header price is the sum of all the line prices. You don't need to enter any price at the invoice agreement header.

Scroll left, right, up, and down view all other fields.

Enter all the other fields and click on the save button to save the invoice agreement. The app will post all the data to the server and will show the messages returned from the server.

All Fields
NameSequenceLabelInputTypeField Group
10vvItemNumberItem NumberdeferredSelectDEFAULT
10vvAgreementNumberAgreement NumberInputType.textFieldDATA
20vvSoDocNumberSo Doc NumberInputType.textFieldDATA
30vvDocCurrencyDoc CurrencydeferredSelectFINANCE
40vvExchangeRateExchange RateInputType.textFieldFINANCE
50vvExchangeRateTypeExchange Rate TypedeferredSelectCONTROL
60vvBuOrgIdBu Org IddeferredSelectREFERENCE
70vvUomCodeUom CodedeferredSelectDEFAULT
80vvUomDescriptionUom DescriptiondeferredSelectDEFAULT
90vvItemStatusItem StatusdeferredSelectCONTROL
100vvDiscountedLinePriceDiscounted Line PriceInputType.textFieldFINANCE
110vvTaxCalculationMethodTax Calculation MethoddeferredSelectFINANCE
120vvTaxPercentageTax PercentagedeferredSelectFINANCE
130vvTaxTaxAmountTax Tax AmountInputType.textFieldFINANCE
140vvDiscountNameDiscount NamedeferredSelectFINANCE
150vvDiscountPercentageDiscount PercentagedeferredSelectFINANCE
160vvDiscountAmountDiscount AmountInputType.textFieldFINANCE
170apAgreementLineIdAp Agreement Line IdInputType.numberREFERENCE
180srcEntityNameSrc Entity NamedeferredSelectDEFAULT
190srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
200apAgreementHeaderIdAp Agreement Header IdInputType.numberREFERENCE
210lineNumberLine NumberInputType.numberDATA
220invItemMasterIdInv Item Master IddeferredSelectREFERENCE
230productDescriptionProduct DescriptionInputType.textFieldDEFAULT
240lineQuantityLine QuantityInputType.textFieldDATA
250unitPriceUnit PriceInputType.textFieldFINANCE
260linePriceLine PriceInputType.textFieldFINANCE
270taxCodeTax CodedeferredSelectFINANCE
280taxAmountTax AmountInputType.textFieldFINANCE
290lineTypeLine TypeInputType.selectCONTROL
300lineDescriptionLine DescriptionInputType.textFieldDEFAULT
310uomCodeUom CodedeferredSelectDEFAULT
320taxAcIdTax Ac IdInputType.numberREFERENCE
330glTaxAmountGl Tax AmountInputType.textFieldPLANNING
340glInvLinePriceGl Inv Line PriceInputType.textFieldFINANCE
360lineSourceLine SourceInputType.textFieldDEFAULT
370referenceTypeReference TypeInputType.textFieldCONTROL
380referenceKeyNameReference Key NameInputType.textFieldREFERENCE
390referenceKeyValueReference Key ValueInputType.textFieldREFERENCE
400refTransactionHeaderIdRef Transaction Header IdInputType.numberREFERENCE
410refTransactionLineIdRef Transaction Line IdInputType.numberREFERENCE
420docStatusDoc StatusInputType.selectCONTROL
430lineDiscountAmountLine Discount AmountInputType.textFieldFINANCE
440discountCodeDiscount CodedeferredSelectFINANCE
450approvalStatusApproval StatusInputType.selectCONTROL
500invApTransactionLineIdInv Ap Transaction Line IddeferredSelectREFERENCE
5460createdByCreated ByInputType.textFieldREFERENCE
5470creationDateCreation DateInputType.dateTimeREFERENCE
5480lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5490lastUpdateDateLast Update DateInputType.dateTimeREFERENCE


Actions allow you to change the status of the invoice agreement. The system creates invoice agreements in draft status. When you are ready to publish the invoice agreement and send it to the supplier, change it to Confirmed. You can cancel an invoice agreement by clicking on the Cancel button. Similarly, you can close any invoice agreement by clicking on the Close button.

A confirmed invoice agreement can be converted to other documents, and the corresponding buttons are available in the actions section.