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Actions39

Purchase Operation → Create Purchase Invoice

AI-generated

Overview

This node operation creates a purchase invoice in the LEDGERS system. It is designed for businesses to record purchase transactions, including detailed invoice data such as purchase number, invoice date, due date, tax information, supplier details, billing and shipping addresses, and itemized purchase details. This operation is particularly useful for companies managing purchase invoices with tax considerations in regions like India and UAE, supporting GST and VAT tax types, and handling multiple currencies and specialized supply scenarios.

Use Case Examples

  1. A company uses this node to automate the creation of purchase invoices for their suppliers, including tax calculations and item details, ensuring compliance with local tax regulations.
  2. An accounting team integrates this node to streamline invoice entry from purchase orders, including handling different tax types and currency conversions for international suppliers.

Properties

Name Meaning
Purchase Number Unique identifier for the purchase invoice, required for invoice creation.
Purchase Invoice Date The date when the purchase invoice was issued, required for record keeping.
Purchase Order ID Identifier for the related purchase order, required for India operations only.
Purchase Due Date The due date for payment of the purchase invoice.
Tax Type Type of tax applied to the purchase invoice, such as No GST, SGST/CGST, IGST, or UAE VAT.
Point of Sale The location where the sale is considered to have taken place, required for certain tax types.
Supplier State State of the supplier, required for certain tax types.
Contact ID Identifier for the contact associated with the purchase invoice.
Business Branch ID Identifier for the business branch related to the purchase invoice.
Seller Tax ID Tax identification number of the seller, required for India operations only.
Seller Email Email address of the seller, required for UAE operations.
Seller Phone Phone number of the seller, required for UAE operations.
Notes Additional notes or comments related to the purchase invoice.
Same Address for Billing and Shipping Boolean flag indicating if billing and shipping addresses are the same.
Billing Address Collection of fields specifying the billing address details.
Shipping Address Collection of fields specifying the shipping address details, shown only if billing and shipping addresses differ.
Items Collection of item details included in the purchase invoice, including description, discount, expense account, HSN/SAC code, item ID, name, type, tax details, quantity, rate, SKU, and variant ID.
Invoice Currency Currency used for the purchase invoice.
Adjust Amount Adjustment amount for the purchase invoice.
Reverse Charge Indicates if reverse charge is applicable (Yes or No).
Tax Credit Type (ITC) Indicates if input tax credit is claimed (Yes or No).
Seller Info Collection of supplier information fields for UAE operations.
Additional Fields Collection of optional additional fields such as bill number, claim ITC, currency info, reverse charge, and terms and conditions.
Specialized Supply Type of specialized supply such as Import, Input Service Distribution, or Composition Taxable Person.
Export Bill Number Export bill number, required if specialized supply is Import.
Export Bill Date Export bill date, required if specialized supply is Import.
Export Port Code Export port code, required if specialized supply is Import.

Output

JSON

  • purchase_invoice_id - Unique identifier of the created purchase invoice.
  • status - Status of the purchase invoice creation operation.
  • message - Additional message or information about the operation result.

Dependencies

  • An API key credential for LEDGERS API authentication

Troubleshooting

  • Authentication failures due to incorrect API credentials. Ensure the API key, email, and password are correct.
  • Validation errors if required fields like purchase number, invoice date, due date, contact ID, business branch ID, and items are missing or invalid.
  • Tax type and point of sale must be consistent; for example, point of sale is required when tax type is SGST/CGST or IGST.
  • For UAE operations, seller email and phone are required; for India operations, purchase order ID and seller tax ID are required.
  • Ensure that the billing and shipping addresses are correctly provided, especially if they differ.
  • Errors related to currency conversion if currency info fields are incorrectly set.

Discussion