This article applies to:

Product: ONESOURCE Global Trade
Sub-Product: China products

Export Invoice Management

The Template Management
and Invoice Management
screens all share a common layout and core functionality. The functionality for all three is covered in this section. Any variances specific to a screen will be noted.

Invoice data can be entered manually through a template or be pre-populated through an interface. Regardless of how data is entered, the steps to use the screens are the same. All active purchase orders and invoices in the system will appear in the Find Shipment
drop-down list.

To select an existing shipment, use the type-ahead search feature to find the shipment in the Find Shipment
search box.

To create a new shipment.

Click New
to open the Create New
pop-up.

Select an export country and import country. Enter the OrderNumShip and click Save
.

important

If auto-sequencing is turned on within ONESOURCE Export Management, OrderNumShip will not be visible but will auto-generate upon creating the Shipment.

To load a selected template, click From Template
. Choose a template from the Template
drop-down. Modifications can be made and saved as a new invoice. You also have the option to enter the OrderNumShip
: a user-defined reference number. ERP interfaces pre-populate the majority of data.