Cora PPM's Purchasing and Invoicing module provides project-level financial management for both supplier spend and client billing. Activity automatically feeds into project financial actuals so cost tracking, commitments, and forecasting stay current without manual reconciliation.
Purchasing and Invoicing Overview
Area | Purpose | Key Details |
|---|---|---|
Purchase Orders (Supplier Side) | Capture planned supplier spend at project level. |
|
Supplier Invoices | Record supplier invoices raised against existing PO lines. |
|
Client Invoices (Income Side) | Track money owed to the organisation by project clients. |
|
Financial Integration
Every save, update, or delete across purchase orders, supplier invoices, and client invoices triggers financial recalculation routines.
Transfers actuals into the FMS (Financial Management System) tables for the current project.
Fixes and reconciles actual values from import.
Keeps the project's cost and revenue profile current.
Note: Financial updates happen automatically in the background, reducing the need for manual reconciliation.
Feature Toggles
Feature | What It Controls |
|---|---|
Period Posted Display | Shows or hides Period Posted information. |
Work Order Columns | Enables Work Order columns on purchase orders and invoices. |
Additional Invoice Date Fields | Controls Due Date, Invoice Date, Voucher Number, and Payment Terms fields. |
Accessing the Module
Open a project in Cora PPM.
Navigate to the Supplier Purchase Order and Invoices page (
Project_PO_Invoice.aspx).The page opens with two tabs: Purchase Orders and Invoices.
Gotchas: PO lines used by invoices cannot be edited in key fields or deleted, and linked supplier invoices cannot be deleted.
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