Convert an OVI to a PVI

Converting an Order Vendor Invoice (OVI) to a Purchase Vendor Invoice (PVI) is essential for tracking received goods and managing payments. In all cases, this conversion process is performed from a Transaction Inquiry.

Option 1 – Checkbox Method

1. Navigate to Inventory > Purchases > Inquiry and select the Transactions item.
2. Select and open a transaction for modification.
3. Go to the More Details page.
4. Tick the checkbox Convert to Purchase (PVI).
5. Click the Green tick button on the main toolbar to save the converted invoice.

This method allows for easy conversion of an Order Vendor Invoice (OVI) to a Purchase Vendor Invoice (PVI).

Option 2 – Mouse-Right-Click Method

1. Navigate to Inventory > Purchases > Inquiry and select the Transactions item.
2. Select the OVI transaction you want to convert.
3. Right-click to display the context menu and select the Convert option.
4. SapphireOne will immediately convert the Order to a Purchase Invoice without any further intervention by the user.

Option 3 – Sapphire Tools Method

1. Navigate to Inventory > Purchases > Inquiry and select the Transactions item.
2. Select the Transaction to be converted.
3. Go to Sapphire Tools, select Process, and choose Convert to SCI/PVI.
4. SapphireOne will immediately convert the Order to a Purchase Invoice without any further intervention by the user.

This method allows for a manual conversion of the Order Vendor Invoice (OVI) to a Purchase Vendor Invoice (PVI) using Sapphire Tools.

For more detailed instructions, please refer to the Inventory > Purchases > Transactions article.