Create PI from PO
Auto-Generate Invoices from Purchase Orders for Faster, Accurate Billing The Create PI from PO feature in PrismERP accelerates your procurement-to-payment cycle by allowing users to directly convert approved Purchase Orders into Purchase Invoices. This ensures that all invoice details—such as item quantities, rates, taxes, and vendor information—are transferred seamlessly, reducing manual input and minimizing errors.
What is "Create PI from PO" in PrismERP?
This functionality enables businesses to generate Purchase Invoices automatically using existing Purchase Order (PO) data. It eliminates the need to enter invoice details manually, ensures alignment with ordered items, and simplifies vendor billing. Integrated with the Procurement, Inventory, and Financial Management modules, this feature supports single or partial invoice creation based on PO fulfillment and delivery status.
Key Features
Auto-Populate Invoice Details Instantly fill in item descriptions, quantities, unit prices, taxes, and vendor details from the linked PO.
Partial Invoice Support Create invoices for partial deliveries or phased billing by selecting received items only.
Real-Time PO Validation Match invoiced quantities and prices against the original PO to detect any discrepancies.
Tax and Discount Inheritance Carry forward tax calculations and discount terms from the PO for financial accuracy.
Editable Fields Modify quantities, apply adjustments, or add notes before finalizing the invoice.
Linked Document Trail Maintain a clear connection between PO, GRN (if applicable), and PI for full audit transparency.
Why Use This Feature?
Manual invoice entry can be time-consuming and error-prone. With Create PI from PO, businesses can ensure faster invoice processing, reduce data redundancy, and maintain consistency between procurement and billing records—resulting in improved vendor relations and smoother audits.
How to Use "Create PI from PO"
Navigate to Create from PO
Steps:
- Select the relevant approved Purchase Order from the list
- Review item details, pricing, and taxes
- Modify invoice-specific fields if needed
- Finalize and generate the Purchase Invoice
- Link it with Accounts Payable for payment scheduling
🧩 Create Invoices with Confidence With Create PI from PO in PrismERP, businesses get a smarter way to handle procurement billing—reducing turnaround time while ensuring financial precision and control. Bill smarter. Pay faster. Eliminate errors—with PrismERP.